Upbound Group Inc. (UPBD) — Strategic Asset Allocation Index
Upbound Group Inc. (UPBD) has a Strategic Asset Allocation Index of 83.8% as of December 2025. Strategic assets (PP&E of $582.82 Million plus long-term investments of $-) total $582.82 Million, measured against net assets of $695.74 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Upbound Group Inc. to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Upbound Group Inc. Strategic Asset Allocation Index (2019–2025)
This chart shows how Upbound Group Inc.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of December 2025, the index stands at 83.8%, representing strategic assets of $582.82 Million against net assets of $695.74 Million USD. For live market cap and overall valuation, see UPBD market cap overview.
Annual Strategic Asset Allocation Index for Upbound Group Inc. (2019–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Upbound Group Inc. from 2019 to 2025, covering 7 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 shareholders equity of Upbound Group Inc. for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 83.8% | $582.82 Million | $582.82 Million | $- | $695.74 Million | ▲ +1.1 pp |
| 2024 | 82.6% | $519.69 Million | $519.69 Million | $- | $628.98 Million | ▼ -17.8 pp |
| 2023 | 100.4% | $562.82 Million | $562.82 Million | $- | $560.37 Million | ▼ -13.4 pp |
| 2022 | 113.8% | $597.68 Million | $597.68 Million | $- | $525.15 Million | ▼ -3.0 pp |
| 2021 | 116.8% | $599.44 Million | $599.44 Million | $- | $513.28 Million | ▲ +45.0 pp |
| 2020 | 71.8% | $425.06 Million | $425.06 Million | $- | $592.08 Million | ▼ -25.8 pp |
| 2019 | 97.5% | $447.70 Million | $447.70 Million | $- | $458.96 Million | — |