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. See debt-free asset ratio of Beacon Financial Corporation to measure how much of total assets are equity-financed.

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. For live market cap and overall valuation, see how much is Beacon Financial Corporation worth.

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. See BBT net assets for net asset value and shareholders' equity analysis.

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