SoFi Technologies Inc. Strategic Asset Allocation Index
SoFi Technologies Inc. strategic asset allocation index. SoFi Technologies Inc. (SOFI) has a Strategic Asset Allocation Index of 29.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $3.23 Billion) total $3.23 Billion, measured against net assets of $10.81 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check SoFi Technologies Inc. (SOFI) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of SoFi Technologies Inc. (2019–2025)
Strategic asset allocation index of SoFi Technologies Inc. from 2019 to 2025. This chart shows how SoFi Technologies Inc.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of March 2026, the index stands at 29.9%, representing strategic assets of $3.23 Billion against net assets of $10.81 Billion USD.
SoFi Technologies Inc. Strategic Asset Allocation Index by Year (2019–2025)
SoFi Technologies Inc. strategic asset allocation index by year from 2019 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for SoFi Technologies Inc. from 2019 to 2025, 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 SOFI market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 25.6% | $2.68 Billion | $- | $2.68 Billion | $10.49 Billion | ▼ -4.0 pp |
| 2024 | 29.5% | $1.93 Billion | $- | $1.93 Billion | $6.53 Billion | ▲ +16.5 pp |
| 2023 | 13.0% | $724.86 Million | $- | $724.86 Million | $5.55 Billion | ▲ +3.2 pp |
| 2022 | 9.9% | $546.42 Million | $149.65 Million | $396.77 Million | $5.53 Billion | ▲ +0.5 pp |
| 2021 | 9.4% | $441.71 Million | $227.06 Million | $214.65 Million | $4.70 Billion | ▼ -16.1 pp |
| 2020 | 25.5% | $779.08 Million | $174.61 Million | $604.47 Million | $3.05 Billion | ▼ -17.4 pp |
| 2019 | 42.9% | $901.16 Million | $143.16 Million | $758.00 Million | $2.10 Billion | — |