Customers Bancorp, Inc. Strategic Asset Allocation Index

Latest as of June 2026: 39.0%

Customers Bancorp, Inc. strategic asset allocation index. Customers Bancorp, Inc. (CUBI) has a Strategic Asset Allocation Index of 39.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $861.01 Million) total $861.01 Million, measured against net assets of $2.21 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Customers Bancorp, Inc.'s balance sheet to measure how much of total assets are equity-financed.

SAAI

39.0%
Strategic Assets / Net Assets

Strategic Assets

$861.01 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.21 Billion
USD

Strategic Asset Allocation Index of Customers Bancorp, Inc. (2010–2025)

Strategic asset allocation index of Customers Bancorp, Inc. from 2010 to 2025. This chart shows how Customers Bancorp, Inc.'s Strategic Asset Allocation Index has evolved across 16 annual periods from 2010 to 2025. As of June 2026, the index stands at 39.0%, representing strategic assets of $861.01 Million against net assets of $2.21 Billion USD. Check CUBI tangible net assets ratio to evaluate the tangible quality of the company's equity base.

Customers Bancorp, Inc. Strategic Asset Allocation Index by Year (2010–2025)

Customers Bancorp, Inc. strategic asset allocation index by year from 2010 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Customers Bancorp, Inc. from 2010 to 2025, covering 16 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 Customers Bancorp, Inc. stock valuation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 126.1% $2.67 Billion $- $2.67 Billion $2.12 Billion ▼ -37.9 pp
2024 164.0% $3.01 Billion $- $3.01 Billion $1.84 Billion ▼ -50.2 pp
2023 214.2% $3.51 Billion $- $3.51 Billion $1.64 Billion ▼ -74.4 pp
2022 288.6% $4.05 Billion $221.03 Million $3.83 Billion $1.40 Billion ▲ +8.5 pp
2021 280.0% $3.83 Billion $8.89 Million $3.82 Billion $1.37 Billion ▲ +271.9 pp
2020 8.1% $90.71 Million $11.63 Million $79.09 Million $1.12 Billion ▼ -39.0 pp
2019 47.1% $495.72 Million $9.39 Million $486.33 Million $1.05 Billion ▲ +45.8 pp
2018 1.3% $12.57 Million $11.06 Million $1.51 Million $956.82 Million ▼ -15.8 pp
2017 17.2% $158.03 Million $11.96 Million $146.08 Million $920.96 Million ▼ -231.7 pp
2016 248.8% $2.13 Billion $12.26 Million $2.12 Billion $855.87 Million ▼ -77.7 pp
2015 326.5% $1.81 Billion $11.53 Million $1.80 Billion $553.90 Million ▲ +0.2 pp
2014 326.4% $1.45 Billion $10.81 Million $1.44 Billion $443.14 Million ▲ +130.0 pp
2013 196.4% $759.22 Million $11.62 Million $747.59 Million $386.62 Million ▼ -341.5 pp
2012 537.9% $1.45 Billion $9.67 Million $1.44 Billion $269.48 Million ▲ +531.5 pp
2011 6.4% $9.42 Million $9.42 Million $- $147.75 Million ▲ +1.9 pp
2010 4.5% $4.70 Million $4.70 Million $- $105.14 Million —
pp = percentage points