T. Rowe Price Group Inc Strategic Asset Allocation Index

Latest as of March 2026: 33.3%

T. Rowe Price Group Inc strategic asset allocation index. T. Rowe Price Group Inc (TROW) has a Strategic Asset Allocation Index of 33.3% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $3.95 Billion) total $3.95 Billion, measured against net assets of $11.88 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check TROW tangible net assets ratio to evaluate the tangible quality of the company's equity base.

SAAI

33.3%
Strategic Assets / Net Assets

Strategic Assets

$3.95 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$11.88 Billion
USD

Strategic Asset Allocation Index of T. Rowe Price Group Inc (2000–2025)

Strategic asset allocation index of T. Rowe Price Group Inc from 2000 to 2025. This chart shows how T. Rowe Price Group Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 33.3%, representing strategic assets of $3.95 Billion against net assets of $11.88 Billion USD.

T. Rowe Price Group Inc Strategic Asset Allocation Index by Year (2000–2025)

T. Rowe Price Group Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for T. Rowe Price Group Inc from 2000 to 2025, covering 26 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 market cap of T. Rowe Price Group Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 43.6% $5.26 Billion $1.23 Billion $4.03 Billion $12.05 Billion ▼ -2.3 pp
2024 45.9% $5.26 Billion $1.20 Billion $4.05 Billion $11.45 Billion ▼ -0.3 pp
2023 46.2% $4.76 Billion $1.05 Billion $3.71 Billion $10.29 Billion ▼ -7.2 pp
2022 53.5% $5.18 Billion $1.04 Billion $4.14 Billion $9.69 Billion ▼ -3.9 pp
2021 57.3% $5.88 Billion $937.40 Million $4.94 Billion $10.25 Billion ▲ +14.7 pp
2020 42.6% $3.95 Billion $695.40 Million $3.25 Billion $9.27 Billion ▼ -1.4 pp
2019 44.0% $3.61 Billion $674.40 Million $2.94 Billion $8.22 Billion ▼ -1.4 pp
2018 45.4% $3.11 Billion $661.30 Million $2.45 Billion $6.86 Billion ▲ +14.1 pp
2017 31.2% $2.13 Billion $652.00 Million $1.48 Billion $6.82 Billion ▼ -1.6 pp
2016 32.9% $1.87 Billion $615.10 Million $1.26 Billion $5.70 Billion ▼ -22.3 pp
2015 55.1% $2.63 Billion $607.10 Million $2.02 Billion $4.76 Billion ▲ +1.8 pp
2014 53.4% $2.88 Billion $586.40 Million $2.29 Billion $5.40 Billion ▲ +1.5 pp
2013 51.9% $2.50 Billion $572.90 Million $1.93 Billion $4.82 Billion ▲ +37.3 pp
2012 14.6% $561.00 Million $561.00 Million $- $3.85 Billion ▼ -36.2 pp
2011 50.8% $1.74 Billion $567.40 Million $1.17 Billion $3.42 Billion ▼ -0.9 pp
2010 51.6% $1.70 Billion $560.30 Million $1.14 Billion $3.30 Billion ▲ +2.4 pp
2009 49.2% $1.42 Billion $512.80 Million $905.80 Million $2.88 Billion ▲ +31.5 pp
2008 17.7% $440.10 Million $440.10 Million $- $2.49 Billion ▲ +4.8 pp
2007 12.9% $358.30 Million $358.30 Million $- $2.78 Billion ▲ +2.0 pp
2006 10.9% $264.90 Million $264.90 Million $- $2.43 Billion ▲ +0.4 pp
2005 10.5% $214.79 Million $214.79 Million $- $2.04 Billion ▼ -1.5 pp
2004 12.0% $203.81 Million $203.81 Million $- $1.70 Billion ▼ -3.1 pp
2003 15.1% $201.09 Million $201.09 Million $- $1.33 Billion ▼ -3.9 pp
2002 19.0% $215.59 Million $215.59 Million $- $1.13 Billion ▼ -3.4 pp
2001 22.4% $241.82 Million $241.82 Million $- $1.08 Billion ▼ -3.3 pp
2000 25.8% $255.66 Million $255.66 Million $- $991.46 Million —
pp = percentage points