The Bank of New York Mellon Corporation (BK) — Strategic Asset Allocation Index
The Bank of New York Mellon Corporation (BK) has a Strategic Asset Allocation Index of 386.0% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $174.94 Billion) total $174.94 Billion, measured against net assets of $45.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BK net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Bank of New York Mellon Corporation Strategic Asset Allocation Index (2000–2025)
This chart shows how The Bank of New York Mellon Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 386.0%, representing strategic assets of $174.94 Billion against net assets of $45.32 Billion USD. For live market cap and overall valuation, see market cap of The Bank of New York Mellon Corporation.
Annual Strategic Asset Allocation Index for The Bank of New York Mellon Corporation (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The Bank of New York Mellon Corporation from 2000 to 2025, covering 26 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 The Bank of New York Mellon Corporation (BK) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 385.9% | $172.90 Billion | $3.58 Billion | $169.32 Billion | $44.81 Billion | ▲ +11.4 pp |
| 2024 | 374.5% | $156.39 Billion | $3.27 Billion | $153.12 Billion | $41.76 Billion | ▲ +26.8 pp |
| 2023 | 347.7% | $142.21 Billion | $3.16 Billion | $139.05 Billion | $40.91 Billion | ▼ -34.2 pp |
| 2022 | 381.8% | $155.98 Billion | $3.26 Billion | $152.72 Billion | $40.85 Billion | ▼ -31.1 pp |
| 2021 | 412.9% | $179.17 Billion | $3.43 Billion | $175.74 Billion | $43.39 Billion | ▲ +30.6 pp |
| 2020 | 382.3% | $176.31 Billion | $3.60 Billion | $172.71 Billion | $46.12 Billion | ▼ -87.2 pp |
| 2019 | 469.5% | $195.91 Billion | $3.62 Billion | $192.29 Billion | $41.73 Billion | ▲ +14.4 pp |
| 2018 | 455.1% | $185.99 Billion | $1.83 Billion | $184.16 Billion | $40.87 Billion | ▲ +189.2 pp |
| 2017 | 265.9% | $110.99 Billion | $1.63 Billion | $109.36 Billion | $41.75 Billion | ▼ -24.1 pp |
| 2016 | 289.9% | $114.76 Billion | $1.30 Billion | $113.45 Billion | $39.58 Billion | ▼ -11.3 pp |
| 2015 | 301.2% | $117.39 Billion | $1.38 Billion | $116.02 Billion | $38.98 Billion | ▲ +45.7 pp |
| 2014 | 255.6% | $100.43 Billion | $1.39 Billion | $99.04 Billion | $39.30 Billion | ▲ +64.9 pp |
| 2013 | 190.7% | $73.47 Billion | $1.66 Billion | $71.81 Billion | $38.53 Billion | ▲ +13.9 pp |
| 2012 | 176.8% | $66.20 Billion | $1.66 Billion | $64.54 Billion | $37.44 Billion | ▲ +9.2 pp |
| 2011 | 167.6% | $57.31 Billion | $1.68 Billion | $55.63 Billion | $34.20 Billion | ▼ -24.1 pp |
| 2010 | 191.7% | $63.56 Billion | $1.69 Billion | $61.87 Billion | $33.16 Billion | ▲ +186.2 pp |
| 2009 | 5.5% | $1.60 Billion | $1.60 Billion | $- | $29.00 Billion | ▼ -0.5 pp |
| 2008 | 6.0% | $1.69 Billion | $1.69 Billion | $- | $28.09 Billion | ▲ +0.1 pp |
| 2007 | 5.9% | $1.73 Billion | $1.73 Billion | $- | $29.40 Billion | ▼ -3.3 pp |
| 2006 | 9.2% | $1.05 Billion | $1.05 Billion | $- | $11.43 Billion | ▼ -1.5 pp |
| 2005 | 10.7% | $1.06 Billion | $1.06 Billion | $- | $9.88 Billion | ▼ -1.1 pp |
| 2004 | 11.8% | $1.10 Billion | $1.10 Billion | $- | $9.29 Billion | ▼ -4.8 pp |
| 2003 | 16.6% | $1.40 Billion | $1.40 Billion | $- | $8.43 Billion | ▲ +2.0 pp |
| 2002 | 14.6% | $975.00 Million | $975.00 Million | $- | $6.68 Billion | ▼ -1.1 pp |
| 2001 | 15.7% | $992.00 Million | $992.00 Million | $- | $6.32 Billion | ▲ +3.6 pp |
| 2000 | 12.1% | $924.00 Million | $924.00 Million | $- | $7.65 Billion | — |