Axos Financial Inc (AX) — Strategic Asset Allocation Index
Axos Financial Inc (AX) has a Strategic Asset Allocation Index of 2.1% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $57.73 Million) total $57.73 Million, measured against net assets of $2.79 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Axos Financial Inc Strategic Asset Allocation Index (2003–2025)
This chart shows how Axos Financial Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2003 to 2025. As of September 2025, the index stands at 2.1%, representing strategic assets of $57.73 Million against net assets of $2.79 Billion USD. Explore how efficiently does Axos Financial Inc generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Axos Financial Inc (2003–2025)
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 the full company profile including market capitalisation, see AX market cap.
| 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 | — |