Associated Capital Group Inc Strategic Asset Allocation Index

Latest as of June 2025: 55.8%

Associated Capital Group Inc strategic asset allocation index. Associated Capital Group Inc (AC) has a Strategic Asset Allocation Index of 55.8% as of June 2025. Strategic assets (PP&E of $- plus long-term investments of $513.94 Million) total $513.94 Million, measured against net assets of $920.42 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Associated Capital Group Inc (AC) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

55.8%
Strategic Assets / Net Assets

Strategic Assets

$513.94 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$920.42 Million
USD

Strategic Asset Allocation Index of Associated Capital Group Inc (2014–2024)

Strategic asset allocation index of Associated Capital Group Inc from 2014 to 2024. This chart shows how Associated Capital Group Inc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 55.8%, representing strategic assets of $513.94 Million against net assets of $920.42 Million USD. Check Associated Capital Group Inc (AC) tangible equity ratio to evaluate the tangible quality of the company's equity base.

Associated Capital Group Inc Strategic Asset Allocation Index by Year (2014–2024)

Associated Capital Group Inc strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Associated Capital Group Inc from 2014 to 2024, covering 11 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 Associated Capital Group Inc market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 58.0% $520.70 Million $16.16 Million $504.54 Million $898.30 Million ▲ +5.1 pp
2023 52.9% $482.81 Million $16.50 Million $466.31 Million $913.08 Million ▼ -1.4 pp
2022 54.3% $489.15 Million $16.85 Million $472.29 Million $900.39 Million ▲ +3.4 pp
2021 50.9% $579.28 Million $17.19 Million $562.10 Million $1.14 Billion ▲ +0.2 pp
2020 50.7% $562.01 Million $17.53 Million $544.49 Million $1.11 Billion ▼ -13.8 pp
2019 64.5% $611.67 Million $6.63 Million $605.04 Million $948.70 Million ▲ +10.9 pp
2018 53.6% $490.82 Million $0.00 $490.82 Million $916.05 Million ▼ -13.2 pp
2017 66.8% $644.14 Million $0.00 $644.14 Million $964.38 Million ▼ -2.0 pp
2016 68.8% $603.84 Million $0.00 $603.84 Million $878.25 Million ▲ +26.7 pp
2015 42.0% $318.10 Million $0.00 $318.10 Million $757.29 Million ▲ +19.2 pp
2014 22.8% $148.55 Million $- $148.55 Million $651.26 Million —
pp = percentage points