CBIZ Inc (CBZ) — Strategic Asset Allocation Index
CBIZ Inc (CBZ) has a Strategic Asset Allocation Index of 23.6% as of December 2025. Strategic assets (PP&E of $415.29 Million plus long-term investments of $-) total $415.29 Million, measured against net assets of $1.76 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is CBIZ Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
CBIZ Inc Strategic Asset Allocation Index (2000–2025)
This chart shows how CBIZ Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 23.6%, representing strategic assets of $415.29 Million against net assets of $1.76 Billion USD. For live market cap and overall valuation, see CBZ stock market capitalisation.
Annual Strategic Asset Allocation Index for CBIZ Inc (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for CBIZ Inc 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 CBZ net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 23.6% | $415.29 Million | $415.29 Million | $- | $1.76 Billion | ▼ -3.5 pp |
| 2024 | 27.1% | $481.68 Million | $481.68 Million | $- | $1.78 Billion | ▼ -6.8 pp |
| 2023 | 33.9% | $268.04 Million | $268.04 Million | $- | $791.62 Million | ▲ +10.9 pp |
| 2022 | 23.0% | $164.05 Million | $45.18 Million | $118.86 Million | $713.45 Million | ▼ -2.5 pp |
| 2021 | 25.5% | $179.74 Million | $43.42 Million | $136.32 Million | $704.55 Million | ▲ +1.5 pp |
| 2020 | 24.0% | $168.68 Million | $41.35 Million | $127.33 Million | $702.62 Million | ▲ +1.8 pp |
| 2019 | 22.2% | $146.26 Million | $39.41 Million | $106.85 Million | $659.24 Million | ▼ -1.1 pp |
| 2018 | 23.3% | $118.64 Million | $34.20 Million | $84.44 Million | $508.53 Million | ▲ +2.2 pp |
| 2017 | 21.2% | $112.29 Million | $26.08 Million | $86.21 Million | $530.88 Million | ▲ +2.3 pp |
| 2016 | 18.9% | $90.59 Million | $19.45 Million | $71.14 Million | $480.02 Million | ▼ -1.3 pp |
| 2015 | 20.1% | $86.17 Million | $20.16 Million | $66.00 Million | $427.95 Million | ▲ +15.5 pp |
| 2014 | 4.6% | $18.48 Million | $18.48 Million | $- | $399.85 Million | ▼ -0.5 pp |
| 2013 | 5.1% | $19.17 Million | $19.17 Million | $- | $374.45 Million | ▼ -1.8 pp |
| 2012 | 6.9% | $20.39 Million | $20.39 Million | $- | $295.23 Million | ▼ -1.5 pp |
| 2011 | 8.4% | $21.80 Million | $21.80 Million | $- | $260.16 Million | ▼ -2.0 pp |
| 2010 | 10.4% | $23.90 Million | $23.90 Million | $- | $229.67 Million | ▲ +0.5 pp |
| 2009 | 9.9% | $26.83 Million | $26.83 Million | $- | $270.62 Million | ▼ -3.2 pp |
| 2008 | 13.1% | $30.84 Million | $30.84 Million | $- | $235.52 Million | ▲ +1.5 pp |
| 2007 | 11.6% | $26.28 Million | $26.28 Million | $- | $226.45 Million | ▼ -1.8 pp |
| 2006 | 13.4% | $28.98 Million | $28.98 Million | $- | $216.58 Million | ▲ +0.2 pp |
| 2005 | 13.1% | $33.49 Million | $33.49 Million | $- | $254.66 Million | ▼ -2.2 pp |
| 2004 | 15.3% | $37.77 Million | $37.77 Million | $- | $246.50 Million | ▲ +0.8 pp |
| 2003 | 14.5% | $40.30 Million | $40.30 Million | $- | $277.84 Million | ▼ -0.6 pp |
| 2002 | 15.2% | $44.60 Million | $44.60 Million | $- | $294.32 Million | ▲ +0.5 pp |
| 2001 | 14.6% | $54.19 Million | $54.19 Million | $- | $370.65 Million | ▼ -0.7 pp |
| 2000 | 15.3% | $59.35 Million | $59.35 Million | $- | $386.94 Million | — |