Bread Financial Holdings, Inc. Strategic Asset Allocation Index
Bread Financial Holdings, Inc. strategic asset allocation index. Bread Financial Holdings, Inc. (BFH) has a Strategic Asset Allocation Index of 8.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $288.00 Million) total $288.00 Million, measured against net assets of $3.37 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Bread Financial Holdings, Inc.'s balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bread Financial Holdings, Inc. (2015–2025)
Strategic asset allocation index of Bread Financial Holdings, Inc. from 2015 to 2025. This chart shows how Bread Financial Holdings, Inc.'s Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of June 2026, the index stands at 8.6%, representing strategic assets of $288.00 Million against net assets of $3.37 Billion USD. Check Bread Financial Holdings, Inc. (BFH) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Bread Financial Holdings, Inc. Strategic Asset Allocation Index by Year (2015–2025)
Bread Financial Holdings, Inc. strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Bread Financial Holdings, Inc. from 2015 to 2025, covering 11 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 Bread Financial Holdings, Inc. market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 12.1% | $401.00 Million | $117.00 Million | $284.00 Million | $3.33 Billion | ▼ -4.2 pp |
| 2024 | 16.2% | $495.00 Million | $229.00 Million | $266.00 Million | $3.05 Billion | ▼ -1.5 pp |
| 2023 | 17.8% | $518.00 Million | $265.00 Million | $253.00 Million | $2.92 Billion | ▼ -0.9 pp |
| 2022 | 18.6% | $422.00 Million | $195.00 Million | $227.00 Million | $2.27 Billion | ▼ -7.1 pp |
| 2021 | 25.7% | $536.00 Million | $312.00 Million | $224.00 Million | $2.09 Billion | ▼ -10.9 pp |
| 2020 | 36.6% | $557.00 Million | $332.00 Million | $225.00 Million | $1.52 Billion | ▲ +7.5 pp |
| 2019 | 29.2% | $472.60 Million | $472.60 Million | $- | $1.62 Billion | ▲ +20.5 pp |
| 2018 | 8.6% | $200.70 Million | $200.70 Million | $- | $2.33 Billion | ▼ -24.5 pp |
| 2017 | 33.1% | $613.90 Million | $613.90 Million | $- | $1.86 Billion | ▼ -2.3 pp |
| 2016 | 35.3% | $586.00 Million | $586.00 Million | $- | $1.66 Billion | ▲ +8.9 pp |
| 2015 | 26.5% | $576.70 Million | $576.70 Million | $- | $2.18 Billion | — |