CVS Health Corp Strategic Asset Allocation Index
CVS Health Corp strategic asset allocation index. CVS Health Corp (CVS) has a Strategic Asset Allocation Index of 80.6% as of December 2025. Strategic assets (PP&E of $28.06 Billion plus long-term investments of $32.67 Billion) total $60.73 Billion, measured against net assets of $75.38 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CVS Health Corp balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of CVS Health Corp (2000–2025)
Strategic asset allocation index of CVS Health Corp from 2000 to 2025. This chart shows how CVS Health Corp's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 80.6%, representing strategic assets of $60.73 Billion against net assets of $75.38 Billion USD. Check CVS tangible net worth ratio to evaluate the tangible quality of the company's equity base.
CVS Health Corp Strategic Asset Allocation Index by Year (2000–2025)
CVS Health Corp strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for CVS Health Corp 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. For live market cap and overall valuation, see CVS Health Corp market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 80.6% | $60.73 Billion | $28.06 Billion | $32.67 Billion | $75.38 Billion | ▲ +4.1 pp |
| 2024 | 76.4% | $57.87 Billion | $28.94 Billion | $28.93 Billion | $75.73 Billion | ▲ +6.7 pp |
| 2023 | 69.8% | $53.45 Billion | $30.43 Billion | $23.02 Billion | $76.64 Billion | ▲ +22.4 pp |
| 2022 | 47.3% | $33.97 Billion | $12.87 Billion | $21.10 Billion | $71.77 Billion | ▼ -0.3 pp |
| 2021 | 47.7% | $35.92 Billion | $12.90 Billion | $23.02 Billion | $75.38 Billion | ▼ -0.3 pp |
| 2020 | 47.9% | $33.42 Billion | $12.61 Billion | $20.81 Billion | $69.70 Billion | ▼ -30.3 pp |
| 2019 | 78.3% | $50.22 Billion | $32.90 Billion | $17.31 Billion | $64.17 Billion | ▲ +32.0 pp |
| 2018 | 46.3% | $27.08 Billion | $11.35 Billion | $15.73 Billion | $58.54 Billion | ▲ +18.7 pp |
| 2017 | 27.6% | $10.40 Billion | $10.29 Billion | $112.00 Million | $37.70 Billion | ▼ 0.0 pp |
| 2016 | 27.6% | $10.18 Billion | $10.18 Billion | $- | $36.83 Billion | ▲ +1.1 pp |
| 2015 | 26.5% | $9.86 Billion | $9.86 Billion | $- | $37.20 Billion | ▲ +3.2 pp |
| 2014 | 23.3% | $8.84 Billion | $8.84 Billion | $- | $37.96 Billion | ▲ +0.6 pp |
| 2013 | 22.7% | $8.62 Billion | $8.62 Billion | $- | $37.94 Billion | ▼ -0.2 pp |
| 2012 | 22.9% | $8.63 Billion | $8.63 Billion | $- | $37.65 Billion | ▲ +0.7 pp |
| 2011 | 22.3% | $8.47 Billion | $8.47 Billion | $- | $38.05 Billion | ▲ +0.2 pp |
| 2010 | 22.1% | $8.32 Billion | $8.32 Billion | $- | $37.73 Billion | ▼ -0.1 pp |
| 2009 | 22.2% | $7.92 Billion | $7.92 Billion | $- | $35.77 Billion | ▼ -1.3 pp |
| 2008 | 23.5% | $8.13 Billion | $8.13 Billion | $- | $34.57 Billion | ▲ +4.8 pp |
| 2007 | 18.7% | $5.85 Billion | $5.85 Billion | $- | $31.32 Billion | ▼ -35.1 pp |
| 2006 | 53.8% | $5.33 Billion | $5.33 Billion | $- | $9.92 Billion | ▲ +6.3 pp |
| 2005 | 47.4% | $3.95 Billion | $3.95 Billion | $- | $8.33 Billion | ▼ -2.7 pp |
| 2004 | 50.2% | $3.51 Billion | $3.51 Billion | $- | $6.99 Billion | ▲ +8.0 pp |
| 2003 | 42.2% | $2.54 Billion | $2.54 Billion | $- | $6.02 Billion | ▼ -0.4 pp |
| 2002 | 42.6% | $2.22 Billion | $2.22 Billion | $- | $5.20 Billion | ▲ +2.2 pp |
| 2001 | 40.4% | $1.85 Billion | $1.85 Billion | $- | $4.57 Billion | ▼ 0.0 pp |
| 2000 | 40.5% | $1.74 Billion | $1.74 Billion | $- | $4.30 Billion | — |