TFS Financial Corporation Strategic Asset Allocation Index
TFS Financial Corporation strategic asset allocation index. TFS Financial Corporation (TFSL) has a Strategic Asset Allocation Index of 24.7% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $482.43 Million) total $482.43 Million, measured against net assets of $1.95 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is TFS Financial Corporation's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of TFS Financial Corporation (2005–2025)
Strategic asset allocation index of TFS Financial Corporation from 2005 to 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 June 2026, the index stands at 24.7%, representing strategic assets of $482.43 Million against net assets of $1.95 Billion USD. Check how tangible is TFS Financial Corporation's equity to evaluate the tangible quality of the company's equity base.
TFS Financial Corporation Strategic Asset Allocation Index by Year (2005–2025)
TFS Financial Corporation strategic asset allocation index by year from 2005 to 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 live market cap and overall valuation, see TFSL market cap.
| 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 | — |