Root Inc Strategic Asset Allocation Index

Latest as of June 2026: 158.2%

Root Inc strategic asset allocation index. Root Inc (ROOT) has a Strategic Asset Allocation Index of 158.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $517.10 Million) total $517.10 Million, measured against net assets of $326.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Root Inc tangible equity quality to evaluate the tangible quality of the company's equity base.

SAAI

158.2%
Strategic Assets / Net Assets

Strategic Assets

$517.10 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$326.90 Million
USD

Strategic Asset Allocation Index of Root Inc (2018–2025)

Strategic asset allocation index of Root Inc from 2018 to 2025. This chart shows how Root Inc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of June 2026, the index stands at 158.2%, representing strategic assets of $517.10 Million against net assets of $326.90 Million USD.

Root Inc Strategic Asset Allocation Index by Year (2018–2025)

Root Inc strategic asset allocation index by year from 2018 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Root Inc from 2018 to 2025, covering 8 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see Root Inc market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 72.7% $387.00 Million $- $387.00 Million $532.40 Million ▲ +10.3 pp
2024 62.4% $306.80 Million $- $306.80 Million $491.40 Million ▲ +25.5 pp
2023 37.0% $166.80 Million $- $166.80 Million $451.20 Million ▼ -14.6 pp
2022 51.6% $143.00 Million $9.80 Million $133.20 Million $277.10 Million ▲ +28.5 pp
2021 23.1% $150.00 Million $15.40 Million $134.60 Million $648.40 Million ▲ +0.6 pp
2020 22.6% $232.90 Million $8.90 Million $224.00 Million $1.03 Billion ▼ -48.8 pp
2019 71.4% $133.00 Million $10.20 Million $122.80 Million $186.40 Million ▲ +43.7 pp
2018 27.6% $24.00 Million $3.80 Million $20.20 Million $86.90 Million —
pp = percentage points