Berkshire Hathaway Inc (BRK-B) — 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. See Berkshire Hathaway Inc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Berkshire Hathaway Inc Strategic Asset Allocation Index (2012–2025)
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. For live market cap and overall valuation, see market value of Berkshire Hathaway Inc.
Annual Strategic Asset Allocation Index for Berkshire Hathaway Inc (2012–2025)
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. See Berkshire Hathaway Inc net assets for net asset value and shareholders' equity analysis.
| 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 | — |