Root Inc (ROOT) — Strategic Asset Allocation Index
Root Inc (ROOT) has a Strategic Asset Allocation Index of 117.5% 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 $439.90 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ROOT equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Root Inc Strategic Asset Allocation Index (2018–2025)
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 117.5%, representing strategic assets of $517.10 Million against net assets of $439.90 Million USD. For live market cap and overall valuation, see Root Inc (ROOT) market capitalisation.
Annual Strategic Asset Allocation Index for Root Inc (2018–2025)
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. See ROOT total equity for net asset value and shareholders' equity analysis.
| 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 | — |