Beacon Financial Corporation (BBT) — Strategic Asset Allocation Index

Latest as of March 2026: 16.7%

Beacon Financial Corporation (BBT) has a Strategic Asset Allocation Index of 16.7% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $418.57 Million) total $418.57 Million, measured against net assets of $2.50 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Beacon Financial Corporation liquid asset ratio to evaluate the company's liquid asset resilience ratio.

SAAI

16.7%
Strategic Assets / Net Assets

Strategic Assets

$418.57 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.50 Billion
USD

Beacon Financial Corporation Strategic Asset Allocation Index (2021–2025)

This chart shows how Beacon Financial Corporation's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2025. As of March 2026, the index stands at 16.7%, representing strategic assets of $418.57 Million against net assets of $2.50 Billion USD. See Beacon Financial Corporation (BBT) flexibility index to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Beacon Financial Corporation (2021–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Beacon Financial Corporation from 2021 to 2025, covering 5 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 market cap of Beacon Financial Corporation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 77.5% $1.93 Billion $245.89 Million $1.69 Billion $2.50 Billion ▼ -4.5 pp
2024 82.0% $1.00 Billion $106.80 Million $894.95 Million $1.22 Billion ▼ -4.2 pp
2023 86.1% $1.03 Billion $116.26 Million $916.16 Million $1.20 Billion ▲ +6.7 pp
2022 79.5% $788.29 Million $131.63 Million $656.66 Million $992.12 Million ▲ +7.0 pp
2021 72.4% $720.87 Million $- $720.87 Million $995.34 Million
pp = percentage points