Assurant, Inc. (AIZ) — Strategic Asset Allocation Index

Latest as of June 2026: 156.1%

Assurant, Inc. (AIZ) has a Strategic Asset Allocation Index of 156.1% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $9.52 Billion) total $9.52 Billion, measured against net assets of $6.10 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Assurant, Inc. to measure how much of total assets are equity-financed.

SAAI

156.1%
Strategic Assets / Net Assets

Strategic Assets

$9.52 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$6.10 Billion
USD

Assurant, Inc. Strategic Asset Allocation Index (2001–2025)

This chart shows how Assurant, Inc.'s Strategic Asset Allocation Index has evolved across 25 annual periods from 2001 to 2025. As of June 2026, the index stands at 156.1%, representing strategic assets of $9.52 Billion against net assets of $6.10 Billion USD. For live market cap and overall valuation, see Assurant, Inc. (AIZ) total market value.

Annual Strategic Asset Allocation Index for Assurant, Inc. (2001–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Assurant, Inc. from 2001 to 2025, covering 25 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 AIZ net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 171.4% $10.07 Billion $900.90 Million $9.16 Billion $5.87 Billion ▲ +5.2 pp
2024 166.2% $8.49 Billion $822.40 Million $7.67 Billion $5.11 Billion ▼ -2.3 pp
2023 168.5% $8.10 Billion $708.80 Million $7.39 Billion $4.81 Billion ▼ -26.7 pp
2022 195.2% $8.25 Billion $645.10 Million $7.61 Billion $4.23 Billion ▲ +25.9 pp
2021 169.3% $9.30 Billion $561.40 Million $8.73 Billion $5.49 Billion ▼ -104.5 pp
2020 273.8% $16.30 Billion $493.30 Million $15.81 Billion $5.95 Billion ▲ +7.5 pp
2019 266.3% $15.13 Billion $433.70 Million $14.70 Billion $5.68 Billion ▼ -4.9 pp
2018 271.2% $13.92 Billion $392.50 Million $13.53 Billion $5.13 Billion ▼ -9.3 pp
2017 280.4% $12.01 Billion $347.60 Million $11.66 Billion $4.28 Billion ▼ -10.7 pp
2016 291.2% $11.93 Billion $343.57 Million $11.59 Billion $4.10 Billion ▼ -5.5 pp
2015 296.7% $13.42 Billion $298.41 Million $13.12 Billion $4.52 Billion ▲ +15.9 pp
2014 280.8% $14.55 Billion $277.64 Million $14.27 Billion $5.18 Billion ▼ -22.2 pp
2013 302.9% $14.64 Billion $253.63 Million $14.39 Billion $4.83 Billion ▲ +6.4 pp
2012 296.5% $15.38 Billion $250.80 Million $15.13 Billion $5.19 Billion ▲ +291.7 pp
2011 4.8% $242.91 Million $242.91 Million $- $5.03 Billion ▼ -286.3 pp
2010 291.2% $13.92 Billion $267.17 Million $13.65 Billion $4.78 Billion ▲ +285.5 pp
2009 5.7% $275.42 Million $275.42 Million $- $4.85 Billion ▼ -1.8 pp
2008 7.5% $278.62 Million $278.62 Million $- $3.71 Billion ▲ +0.8 pp
2007 6.7% $275.78 Million $275.78 Million $- $4.11 Billion ▼ -0.4 pp
2006 7.1% $275.20 Million $275.20 Million $- $3.85 Billion ▼ -0.1 pp
2005 7.2% $267.72 Million $267.72 Million $- $3.72 Billion ▼ -0.4 pp
2004 7.6% $277.09 Million $277.09 Million $- $3.66 Billion ▼ -2.4 pp
2003 9.9% $283.76 Million $283.76 Million $- $2.85 Billion ▲ +0.1 pp
2002 9.8% $250.78 Million $250.78 Million $- $2.56 Billion ▲ +3.1 pp
2001 6.8% $233.47 Million $233.47 Million $- $3.45 Billion
pp = percentage points