Axos Financial Inc Strategic Asset Allocation Index
Axos Financial Inc strategic asset allocation index. Axos Financial Inc (AX) has a Strategic Asset Allocation Index of 13.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $401.28 Million) total $401.28 Million, measured against net assets of $3.07 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Axos Financial Inc balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Axos Financial Inc (2003–2025)
Strategic asset allocation index of Axos Financial Inc from 2003 to 2025. This chart shows how Axos Financial Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2003 to 2025. As of March 2026, the index stands at 13.1%, representing strategic assets of $401.28 Million against net assets of $3.07 Billion USD. Check Axos Financial Inc tangible book value ratio to evaluate the tangible quality of the company's equity base.
Axos Financial Inc Strategic Asset Allocation Index by Year (2003–2025)
Axos Financial Inc strategic asset allocation index by year from 2003 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Axos Financial Inc from 2003 to 2025, covering 23 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 Axos Financial Inc market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 6.4% | $171.14 Million | $105.08 Million | $66.06 Million | $2.68 Billion | ▼ -3.0 pp |
| 2024 | 9.4% | $214.58 Million | $72.62 Million | $141.96 Million | $2.29 Billion | ▼ -5.6 pp |
| 2023 | 14.9% | $286.47 Million | $53.36 Million | $233.11 Million | $1.92 Billion | ▼ -7.6 pp |
| 2022 | 22.5% | $369.68 Million | $105.41 Million | $264.28 Million | $1.64 Billion | ▲ +2.5 pp |
| 2021 | 20.0% | $279.69 Million | $90.37 Million | $189.32 Million | $1.40 Billion | ▼ -3.7 pp |
| 2020 | 23.7% | $291.31 Million | $103.58 Million | $187.73 Million | $1.23 Billion | ▼ -878.1 pp |
| 2019 | 901.7% | $9.68 Billion | $33.17 Million | $9.64 Billion | $1.07 Billion | ▲ +21.6 pp |
| 2018 | 880.1% | $8.45 Billion | $21.45 Million | $8.43 Billion | $960.51 Million | ▼ -6.8 pp |
| 2017 | 887.0% | $7.40 Billion | $16.66 Million | $7.38 Billion | $834.25 Million | ▼ -74.9 pp |
| 2016 | 961.9% | $6.58 Billion | $13.99 Million | $6.56 Billion | $683.59 Million | ▼ -7.2 pp |
| 2015 | 969.1% | $5.17 Billion | $8.55 Million | $5.16 Billion | $533.53 Million | ▼ -54.5 pp |
| 2014 | 1023.6% | $3.80 Billion | $6.71 Million | $3.79 Billion | $370.78 Million | ▲ +74.5 pp |
| 2013 | 949.1% | $2.55 Billion | $6.42 Million | $2.54 Billion | $268.26 Million | ▲ +947.0 pp |
| 2012 | 2.1% | $4.41 Million | $4.41 Million | $- | $206.62 Million | ▼ 0.0 pp |
| 2011 | 2.1% | $3.15 Million | $3.15 Million | $- | $147.77 Million | ▲ +1.7 pp |
| 2010 | 0.5% | $621.00K | $621.00K | $- | $129.81 Million | ▼ 0.0 pp |
| 2009 | 0.5% | $436.00K | $436.00K | $- | $88.94 Million | ▲ +0.0 pp |
| 2008 | 0.5% | $391.00K | $391.00K | $- | $83.08 Million | ▲ +0.1 pp |
| 2007 | 0.3% | $242.00K | $242.00K | $- | $72.75 Million | ▲ +0.0 pp |
| 2006 | 0.3% | $222.00K | $222.00K | $- | $70.25 Million | ▲ +0.0 pp |
| 2005 | 0.3% | $214.00K | $214.00K | $- | $68.65 Million | ▼ -0.3 pp |
| 2004 | 0.6% | $181.00K | $181.00K | $- | $31.76 Million | ▼ -0.4 pp |
| 2003 | 0.9% | $214.00K | $214.00K | $- | $22.89 Million | — |