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.
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. Explore Berkshire Hathaway Inc (BRK-B) cash conversion ratio to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see BRK-B company net worth.
| 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 | — |