Symbotic Inc Strategic Asset Allocation Index

Latest as of June 2026: 12.4%

Symbotic Inc strategic asset allocation index. Symbotic Inc (SYM) has a Strategic Asset Allocation Index of 12.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $140.47 Million) total $140.47 Million, measured against net assets of $1.13 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Symbotic Inc balance sheet independence to measure how much of total assets are equity-financed.

SAAI

12.4%
Strategic Assets / Net Assets

Strategic Assets

$140.47 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.13 Billion
USD

Strategic Asset Allocation Index of Symbotic Inc (2022–2025)

Strategic asset allocation index of Symbotic Inc from 2022 to 2025. This chart shows how Symbotic Inc's Strategic Asset Allocation Index has evolved across 3 annual periods from 2022 to 2025. As of June 2026, the index stands at 12.4%, representing strategic assets of $140.47 Million against net assets of $1.13 Billion USD. Check how tangible is Symbotic Inc's equity to evaluate the tangible quality of the company's equity base.

Symbotic Inc Strategic Asset Allocation Index by Year (2022–2025)

Symbotic Inc strategic asset allocation index by year from 2022 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Symbotic Inc from 2022 to 2025, covering 3 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 how much is Symbotic Inc worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 25.5% $123.03 Million $- $123.03 Million $483.21 Million ▲ +4.6 pp
2024 20.8% $81.29 Million $- $81.29 Million $390.13 Million ▼ -15.3 pp
2022 36.1% $24.88 Million $24.88 Million $- $68.94 Million —
pp = percentage points