TFS Financial Corporation (TFSL) — Strategic Asset Allocation Index
TFS Financial Corporation (TFSL) has a Strategic Asset Allocation Index of 23.9% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $454.49 Million) total $454.49 Million, measured against net assets of $1.90 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
TFS Financial Corporation Strategic Asset Allocation Index (2005–2025)
This chart shows how TFS Financial Corporation's Strategic Asset Allocation Index has evolved across 21 annual periods from 2005 to 2025. As of December 2025, the index stands at 23.9%, representing strategic assets of $454.49 Million against net assets of $1.90 Billion USD. Explore TFS Financial Corporation (TFSL) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for TFS Financial Corporation (2005–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for TFS Financial Corporation from 2005 to 2025, covering 21 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 TFS Financial Corporation (TFSL) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 27.5% | $520.66 Million | $- | $520.66 Million | $1.89 Billion | ▼ -0.8 pp |
| 2024 | 28.3% | $526.25 Million | $- | $526.25 Million | $1.86 Billion | ▲ +1.9 pp |
| 2023 | 26.4% | $508.32 Million | $- | $508.32 Million | $1.93 Billion | ▼ -0.3 pp |
| 2022 | 26.7% | $492.44 Million | $34.53 Million | $457.91 Million | $1.84 Billion | ▲ +0.2 pp |
| 2021 | 26.5% | $459.20 Million | $37.42 Million | $421.78 Million | $1.73 Billion | ▼ -761.9 pp |
| 2020 | 788.4% | $13.18 Billion | $41.78 Million | $13.14 Billion | $1.67 Billion | ▲ +752.5 pp |
| 2019 | 35.9% | $609.44 Million | $61.58 Million | $547.86 Million | $1.70 Billion | ▼ -699.9 pp |
| 2018 | 735.8% | $12.94 Billion | $66.19 Million | $12.87 Billion | $1.76 Billion | ▼ -3.0 pp |
| 2017 | 738.8% | $12.49 Billion | $66.40 Million | $12.42 Billion | $1.69 Billion | ▲ +25.9 pp |
| 2016 | 713.0% | $11.78 Billion | $67.81 Million | $11.71 Billion | $1.65 Billion | ▲ +61.7 pp |
| 2015 | 651.2% | $11.26 Billion | $74.68 Million | $11.19 Billion | $1.73 Billion | ▲ +66.4 pp |
| 2014 | 584.9% | $10.71 Billion | $78.21 Million | $10.64 Billion | $1.83 Billion | ▲ +39.4 pp |
| 2013 | 545.4% | $10.17 Billion | $81.18 Million | $10.09 Billion | $1.86 Billion | ▼ -31.8 pp |
| 2012 | 577.3% | $10.43 Billion | $80.80 Million | $10.35 Billion | $1.81 Billion | ▲ +23.1 pp |
| 2011 | 554.1% | $9.83 Billion | $78.64 Million | $9.75 Billion | $1.77 Billion | ▲ +24.4 pp |
| 2010 | 529.7% | $9.29 Billion | $78.60 Million | $9.21 Billion | $1.75 Billion | ▲ +526.0 pp |
| 2009 | 3.7% | $65.13 Million | $65.13 Million | $- | $1.75 Billion | ▲ +0.0 pp |
| 2008 | 3.7% | $68.11 Million | $68.11 Million | $- | $1.84 Billion | ▲ +0.2 pp |
| 2007 | 3.5% | $69.67 Million | $69.67 Million | $- | $1.99 Billion | ▼ -4.6 pp |
| 2006 | 8.1% | $82.07 Million | $82.07 Million | $- | $1.01 Billion | ▼ -0.9 pp |
| 2005 | 9.0% | $88.07 Million | $88.07 Million | $- | $973.87 Million | — |