Symbotic Inc (SYM) — 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 SYM net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Symbotic Inc Strategic Asset Allocation Index (2022–2025)
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. For live market cap and overall valuation, see market value of Symbotic Inc.
Annual Strategic Asset Allocation Index for Symbotic Inc (2022–2025)
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. See what is Symbotic Inc's book value for net asset value and shareholders' equity analysis.
| 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 | — |