SB Financial Group Inc (SBFG) — Strategic Asset Allocation Index
SB Financial Group Inc (SBFG) has a Strategic Asset Allocation Index of 28.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $41.03 Million) total $41.03 Million, measured against net assets of $146.74 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SBFG equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
SB Financial Group Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how SB Financial Group Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 28.0%, representing strategic assets of $41.03 Million against net assets of $146.74 Million USD. For live market cap and overall valuation, see SB Financial Group Inc stock valuation.
Annual Strategic Asset Allocation Index for SB Financial Group Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for SB Financial Group Inc from 2000 to 2025, covering 26 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 SB Financial Group Inc (SBFG) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 52.1% | $73.53 Million | $- | $73.53 Million | $141.24 Million | ▼ -106.0 pp |
| 2024 | 158.1% | $201.59 Million | $- | $201.59 Million | $127.51 Million | ▼ -18.6 pp |
| 2023 | 176.7% | $219.71 Million | $- | $219.71 Million | $124.34 Million | ▼ -44.2 pp |
| 2022 | 220.9% | $261.61 Million | $22.83 Million | $238.78 Million | $118.43 Million | ▲ +23.2 pp |
| 2021 | 197.7% | $286.47 Million | $23.21 Million | $263.26 Million | $144.93 Million | ▲ +176.1 pp |
| 2020 | 21.5% | $30.79 Million | $23.56 Million | $7.23 Million | $142.92 Million | ▼ -1.0 pp |
| 2019 | 22.5% | $30.64 Million | $23.39 Million | $7.26 Million | $136.09 Million | ▲ +2.2 pp |
| 2018 | 20.3% | $26.53 Million | $22.08 Million | $4.45 Million | $130.44 Million | ▼ -6.5 pp |
| 2017 | 26.8% | $25.22 Million | $21.28 Million | $3.94 Million | $94.00 Million | ▼ -0.4 pp |
| 2016 | 27.2% | $23.56 Million | $19.13 Million | $4.43 Million | $86.55 Million | ▼ -5.4 pp |
| 2015 | 32.7% | $26.53 Million | $19.01 Million | $7.52 Million | $81.24 Million | ▼ -98.0 pp |
| 2014 | 130.6% | $98.84 Million | $13.60 Million | $85.24 Million | $75.68 Million | ▲ +102.2 pp |
| 2013 | 28.4% | $15.97 Million | $12.61 Million | $3.37 Million | $56.27 Million | ▲ +4.7 pp |
| 2012 | 23.7% | $12.63 Million | $12.63 Million | $- | $53.28 Million | ▼ -5.0 pp |
| 2011 | 28.7% | $13.77 Million | $13.77 Million | $- | $47.93 Million | ▼ -3.0 pp |
| 2010 | 31.8% | $14.62 Million | $14.62 Million | $- | $46.02 Million | ▲ +4.2 pp |
| 2009 | 27.5% | $16.99 Million | $16.99 Million | $- | $61.71 Million | ▼ -1.0 pp |
| 2008 | 28.6% | $17.62 Million | $17.62 Million | $- | $61.66 Million | ▲ +3.1 pp |
| 2007 | 25.5% | $15.13 Million | $15.13 Million | $- | $59.33 Million | ▼ -1.6 pp |
| 2006 | 27.1% | $15.45 Million | $15.45 Million | $- | $56.95 Million | ▲ +2.6 pp |
| 2005 | 24.5% | $13.35 Million | $13.35 Million | $- | $54.45 Million | ▲ +0.1 pp |
| 2004 | 24.5% | $12.30 Million | $12.30 Million | $- | $50.31 Million | ▲ +1.4 pp |
| 2003 | 23.0% | $11.14 Million | $11.14 Million | $- | $48.38 Million | ▼ -17.4 pp |
| 2002 | 40.4% | $14.70 Million | $14.70 Million | $- | $36.38 Million | ▲ +17.1 pp |
| 2001 | 23.2% | $11.82 Million | $11.82 Million | $- | $50.83 Million | ▲ +1.5 pp |
| 2000 | 21.7% | $10.90 Million | $10.90 Million | $- | $50.14 Million | — |