Berkshire Hathaway Inc Strategic Asset Allocation Index
Berkshire Hathaway Inc strategic asset allocation index. Berkshire Hathaway Inc (BRK-B) has a Strategic Asset Allocation Index of 91.2% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $664.91 Billion) total $664.91 Billion, measured against net assets of $729.45 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Berkshire Hathaway Inc tangible equity quality to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Berkshire Hathaway Inc (2012–2025)
Strategic asset allocation index of Berkshire Hathaway Inc from 2012 to 2025. This chart shows how Berkshire Hathaway Inc's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of March 2026, the index stands at 91.2%, representing strategic assets of $664.91 Billion against net assets of $729.45 Billion USD.
Berkshire Hathaway Inc Strategic Asset Allocation Index by Year (2012–2025)
Berkshire Hathaway Inc strategic asset allocation index by year from 2012 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Berkshire Hathaway Inc from 2012 to 2025, covering 14 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 Berkshire Hathaway Inc stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 124.8% | $898.19 Billion | $241.18 Billion | $657.01 Billion | $719.70 Billion | ▼ -3.1 pp |
| 2024 | 127.9% | $833.33 Billion | $228.77 Billion | $604.56 Billion | $651.65 Billion | ▼ -5.0 pp |
| 2023 | 132.8% | $758.15 Billion | $221.87 Billion | $536.28 Billion | $570.77 Billion | ▼ -3.8 pp |
| 2022 | 136.6% | $656.68 Billion | $201.94 Billion | $454.75 Billion | $480.62 Billion | ▲ +12.5 pp |
| 2021 | 124.2% | $639.44 Billion | $196.37 Billion | $443.06 Billion | $514.93 Billion | ▲ +74.4 pp |
| 2020 | 49.8% | $224.73 Billion | $187.02 Billion | $37.71 Billion | $451.34 Billion | ▼ -3.4 pp |
| 2019 | 53.2% | $228.06 Billion | $174.34 Billion | $53.72 Billion | $428.56 Billion | ▼ -9.3 pp |
| 2018 | 62.5% | $220.21 Billion | $166.71 Billion | $53.50 Billion | $352.50 Billion | ▼ -43.1 pp |
| 2017 | 105.6% | $371.56 Billion | $148.29 Billion | $223.28 Billion | $351.95 Billion | ▼ -5.9 pp |
| 2016 | 111.4% | $319.14 Billion | $143.08 Billion | $176.05 Billion | $286.36 Billion | ▼ -7.7 pp |
| 2015 | 119.2% | $308.16 Billion | $135.82 Billion | $172.34 Billion | $258.63 Billion | ▼ -8.0 pp |
| 2014 | 127.1% | $308.96 Billion | $129.21 Billion | $179.76 Billion | $243.03 Billion | ▼ -6.4 pp |
| 2013 | 133.6% | $299.85 Billion | $122.21 Billion | $177.63 Billion | $224.49 Billion | ▼ -2.5 pp |
| 2012 | 136.0% | $260.64 Billion | $106.87 Billion | $153.77 Billion | $191.59 Billion | — |