Surgery Partners Inc Strategic Asset Allocation Index

Latest as of September 2025: 6.5%

Surgery Partners Inc strategic asset allocation index. Surgery Partners Inc (SGRY) has a Strategic Asset Allocation Index of 6.5% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $229.40 Million) total $229.40 Million, measured against net assets of $3.55 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SGRY equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

6.5%
Strategic Assets / Net Assets

Strategic Assets

$229.40 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$3.55 Billion
USD

Strategic Asset Allocation Index of Surgery Partners Inc (2014–2024)

Strategic asset allocation index of Surgery Partners Inc from 2014 to 2024. This chart shows how Surgery Partners Inc's Strategic Asset Allocation Index has evolved across 7 annual periods from 2014 to 2024. As of September 2025, the index stands at 6.5%, representing strategic assets of $229.40 Million against net assets of $3.55 Billion USD. Check Surgery Partners Inc tangible book value ratio to evaluate the tangible quality of the company's equity base.

Surgery Partners Inc Strategic Asset Allocation Index by Year (2014–2024)

Surgery Partners Inc strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Surgery Partners Inc from 2014 to 2024, covering 7 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 market cap of Surgery Partners Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 5.9% $215.40 Million $- $215.40 Million $3.64 Billion ▲ +0.4 pp
2023 5.5% $184.10 Million $- $184.10 Million $3.36 Billion ▼ -35.5 pp
2022 41.0% $1.35 Billion $1.16 Billion $190.30 Million $3.28 Billion ▼ -4.3 pp
2021 45.3% $1.04 Billion $953.80 Million $88.70 Million $2.30 Billion ▼ -12.9 pp
2020 58.2% $945.00 Million $854.70 Million $90.30 Million $1.62 Billion ▲ +4.4 pp
2019 53.8% $914.20 Million $821.00 Million $93.20 Million $1.70 Billion ▼ -40.0 pp
2014 93.8% $208.45 Million $175.01 Million $33.44 Million $222.12 Million —
pp = percentage points