SoFi Technologies Inc. (SOFI) — 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. asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
SoFi Technologies Inc. Strategic Asset Allocation Index (2019–2025)
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. See SoFi Technologies Inc. financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for SoFi Technologies Inc. (2019–2025)
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 the full company profile including market capitalisation, see SOFI market cap overview.
| 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 | — |