Southside Bancshares, Inc. (SBSI) — Strategic Asset Allocation Index

Latest as of September 2025: 307.3%

Southside Bancshares, Inc. (SBSI) has a Strategic Asset Allocation Index of 307.3% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $2.57 Billion) total $2.57 Billion, measured against net assets of $834.85 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

307.3%
Strategic Assets / Net Assets

Strategic Assets

$2.57 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$834.85 Million
USD

Southside Bancshares, Inc. Strategic Asset Allocation Index (2000–2024)

This chart shows how Southside Bancshares, Inc.'s Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 307.3%, representing strategic assets of $2.57 Billion against net assets of $834.85 Million USD. Explore SBSI cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Southside Bancshares, Inc. (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Southside Bancshares, Inc. from 2000 to 2024, covering 25 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 the full company profile including market capitalisation, see SBSI market cap.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 347.6% $2.82 Billion $- $2.82 Billion $811.94 Million ▲ +9.7 pp
2023 337.9% $2.61 Billion $- $2.61 Billion $773.29 Million ▼ -33.0 pp
2022 370.9% $2.77 Billion $141.26 Million $2.63 Billion $746.00 Million ▲ +42.3 pp
2021 328.6% $3.00 Billion $142.51 Million $2.86 Billion $912.17 Million ▼ -396.2 pp
2020 724.8% $6.34 Billion $144.58 Million $6.20 Billion $875.30 Million ▲ +614.5 pp
2019 110.3% $6.18 Billion $143.91 Million $6.04 Billion $5.60 Billion ▼ -652.0 pp
2018 762.3% $5.57 Billion $135.97 Million $5.44 Billion $731.29 Million ▲ +188.9 pp
2017 573.4% $4.32 Billion $133.64 Million $4.19 Billion $754.14 Million ▼ -120.3 pp
2016 693.7% $3.60 Billion $106.00 Million $3.49 Billion $518.27 Million ▲ +124.1 pp
2015 569.6% $2.53 Billion $107.93 Million $2.42 Billion $444.06 Million ▲ +31.6 pp
2014 537.9% $2.29 Billion $112.86 Million $2.17 Billion $425.24 Million ▲ +3.6 pp
2013 534.3% $1.39 Billion $52.06 Million $1.33 Billion $259.52 Million ▲ +30.7 pp
2012 503.6% $1.30 Billion $50.08 Million $1.25 Billion $257.76 Million ▲ +68.6 pp
2011 435.0% $1.13 Billion $50.59 Million $1.08 Billion $258.93 Million ▲ +411.7 pp
2010 23.3% $50.14 Million $50.14 Million $- $215.44 Million ▲ +0.3 pp
2009 23.0% $46.48 Million $46.48 Million $- $202.25 Million ▼ -3.5 pp
2008 26.5% $42.72 Million $42.72 Million $- $161.09 Million ▼ -3.8 pp
2007 30.3% $40.25 Million $40.25 Million $- $132.83 Million ▲ +0.8 pp
2006 29.5% $32.64 Million $32.64 Million $- $110.60 Million ▼ -1.2 pp
2005 30.8% $33.61 Million $33.61 Million $- $109.29 Million ▲ +1.8 pp
2004 29.0% $30.32 Million $30.32 Million $- $104.70 Million ▼ -1.5 pp
2003 30.5% $30.63 Million $30.63 Million $- $100.39 Million ▼ -6.1 pp
2002 36.6% $30.10 Million $30.10 Million $- $82.17 Million ▼ -3.8 pp
2001 40.5% $27.75 Million $27.75 Million $- $68.58 Million ▼ -8.8 pp
2000 49.3% $25.48 Million $25.48 Million $- $51.70 Million
pp = percentage points