Upbound Group Inc. (UPBD) — Strategic Asset Allocation Index
Upbound Group Inc. (UPBD) has a Strategic Asset Allocation Index of 84.7% as of September 2025. Strategic assets (PP&E of $582.06 Million plus long-term investments of $-) total $582.06 Million, measured against net assets of $687.30 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Upbound Group Inc. Strategic Asset Allocation Index (2019–2024)
This chart shows how Upbound Group Inc.'s Strategic Asset Allocation Index has evolved across 6 annual periods from 2019 to 2024. As of September 2025, the index stands at 84.7%, representing strategic assets of $582.06 Million against net assets of $687.30 Million USD. Explore UPBD cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Upbound Group Inc. (2019–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Upbound Group Inc. from 2019 to 2024, covering 6 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 UPBD stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (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 | — |