Broadridge Financial Solutions Inc (BR) — Strategic Asset Allocation Index
Broadridge Financial Solutions Inc (BR) has a Strategic Asset Allocation Index of 19.4% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $548.20 Million) total $548.20 Million, measured against net assets of $2.82 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
Broadridge Financial Solutions Inc Strategic Asset Allocation Index (2006–2025)
This chart shows how Broadridge Financial Solutions Inc's Strategic Asset Allocation Index has evolved across 20 annual periods from 2006 to 2025. As of March 2026, the index stands at 19.4%, representing strategic assets of $548.20 Million against net assets of $2.82 Billion USD. Explore cash efficiency ratio of Broadridge Financial Solutions Inc to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Broadridge Financial Solutions Inc (2006–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Broadridge Financial Solutions Inc from 2006 to 2025, covering 20 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 BR market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 24.3% | $645.40 Million | $346.20 Million | $299.20 Million | $2.66 Billion | ▼ -4.3 pp |
| 2024 | 28.6% | $619.50 Million | $348.40 Million | $271.10 Million | $2.17 Billion | ▲ +11.3 pp |
| 2023 | 17.3% | $387.60 Million | $145.70 Million | $241.90 Million | $2.24 Billion | ▼ -2.1 pp |
| 2022 | 19.4% | $372.50 Million | $150.90 Million | $221.60 Million | $1.92 Billion | ▼ -1.1 pp |
| 2021 | 20.5% | $371.20 Million | $177.20 Million | $194.00 Million | $1.81 Billion | ▼ -23.7 pp |
| 2020 | 44.2% | $595.80 Million | $454.20 Million | $141.60 Million | $1.35 Billion | ▲ +18.6 pp |
| 2019 | 25.7% | $289.40 Million | $189.00 Million | $100.40 Million | $1.13 Billion | ▼ -0.3 pp |
| 2018 | 26.0% | $284.40 Million | $204.10 Million | $80.30 Million | $1.09 Billion | ▼ -0.1 pp |
| 2017 | 26.0% | $261.50 Million | $198.10 Million | $63.40 Million | $1.00 Billion | ▲ +10.7 pp |
| 2016 | 15.4% | $160.70 Million | $112.20 Million | $48.50 Million | $1.05 Billion | ▲ +1.3 pp |
| 2015 | 14.1% | $130.60 Million | $97.30 Million | $33.30 Million | $927.80 Million | ▲ +4.9 pp |
| 2014 | 9.2% | $88.30 Million | $88.30 Million | $- | $961.70 Million | ▼ -0.7 pp |
| 2013 | 9.9% | $80.90 Million | $80.90 Million | $- | $816.00 Million | ▲ +0.6 pp |
| 2012 | 9.3% | $79.00 Million | $79.00 Million | $- | $850.50 Million | ▼ -1.1 pp |
| 2011 | 10.4% | $83.10 Million | $83.10 Million | $- | $797.30 Million | ▼ -0.4 pp |
| 2010 | 10.8% | $87.40 Million | $87.40 Million | $- | $807.10 Million | ▲ +2.5 pp |
| 2009 | 8.3% | $75.40 Million | $75.40 Million | $- | $909.00 Million | ▼ -2.8 pp |
| 2008 | 11.1% | $82.60 Million | $82.60 Million | $- | $745.80 Million | ▼ -3.5 pp |
| 2007 | 14.6% | $77.40 Million | $77.40 Million | $- | $531.10 Million | ▲ +6.8 pp |
| 2006 | 7.7% | $80.70 Million | $80.70 Million | $- | $1.04 Billion | — |