California Water Service Group (CWT) — Strategic Asset Allocation Index
California Water Service Group (CWT) has a Strategic Asset Allocation Index of 229.6% as of September 2023. Strategic assets (PP&E of $3.25 Billion plus long-term investments of $-) total $3.25 Billion, measured against net assets of $1.41 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See California Water Service Group net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
California Water Service Group Strategic Asset Allocation Index (2000–2025)
This chart shows how California Water Service Group's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of September 2023, the index stands at 229.6%, representing strategic assets of $3.25 Billion against net assets of $1.41 Billion USD. For live market cap and overall valuation, see CWT stock market capitalisation.
Annual Strategic Asset Allocation Index for California Water Service Group (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for California Water Service Group 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 California Water Service Group (CWT) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 20.5% | $346.05 Million | $346.05 Million | $- | $1.69 Billion | ▼ -0.5 pp |
| 2024 | 20.9% | $342.74 Million | $342.74 Million | $- | $1.64 Billion | ▼ -0.1 pp |
| 2023 | 21.0% | $300.98 Million | $300.98 Million | $- | $1.43 Billion | ▲ +1.2 pp |
| 2022 | 19.8% | $261.77 Million | $261.77 Million | $- | $1.32 Billion | ▼ -223.1 pp |
| 2021 | 242.9% | $2.85 Billion | $2.85 Billion | $- | $1.17 Billion | ▼ -44.8 pp |
| 2020 | 287.7% | $2.65 Billion | $2.65 Billion | $- | $921.34 Million | ▼ -21.3 pp |
| 2019 | 309.0% | $2.41 Billion | $2.41 Billion | $- | $779.91 Million | ▲ +4.8 pp |
| 2018 | 304.2% | $2.22 Billion | $2.22 Billion | $- | $730.16 Million | ▲ +10.4 pp |
| 2017 | 293.7% | $2.04 Billion | $2.04 Billion | $- | $693.46 Million | ▲ +13.6 pp |
| 2016 | 280.1% | $1.85 Billion | $1.85 Billion | $- | $659.47 Million | ▲ +17.1 pp |
| 2015 | 263.1% | $1.69 Billion | $1.69 Billion | $- | $642.15 Million | ▲ +11.1 pp |
| 2014 | 252.0% | $1.58 Billion | $1.58 Billion | $- | $626.63 Million | ▲ +0.9 pp |
| 2013 | 251.1% | $1.50 Billion | $1.50 Billion | $- | $598.76 Million | ▼ -53.5 pp |
| 2012 | 304.6% | $1.44 Billion | $1.44 Billion | $- | $473.71 Million | ▲ +0.4 pp |
| 2011 | 304.2% | $1.37 Billion | $1.37 Billion | $- | $449.83 Million | ▲ +10.0 pp |
| 2010 | 294.2% | $1.28 Billion | $1.28 Billion | $- | $435.53 Million | ▲ +12.7 pp |
| 2009 | 281.4% | $1.18 Billion | $1.18 Billion | $- | $420.63 Million | ▲ +7.9 pp |
| 2008 | 273.6% | $1.10 Billion | $1.10 Billion | $- | $402.95 Million | ▲ +16.2 pp |
| 2007 | 257.3% | $1.00 Billion | $1.00 Billion | $- | $389.18 Million | ▲ +13.0 pp |
| 2006 | 244.3% | $932.72 Million | $932.72 Million | $- | $381.78 Million | ▼ -45.8 pp |
| 2005 | 290.1% | $862.73 Million | $862.73 Million | $- | $297.42 Million | ▲ +15.1 pp |
| 2004 | 274.9% | $800.30 Million | $800.30 Million | $- | $291.08 Million | ▼ -31.3 pp |
| 2003 | 306.3% | $759.50 Million | $759.50 Million | $- | $248.00 Million | ▼ -37.6 pp |
| 2002 | 343.9% | $696.99 Million | $696.99 Million | $- | $202.69 Million | ▲ +31.8 pp |
| 2001 | 312.0% | $624.34 Million | $624.34 Million | $- | $200.09 Million | ▲ +24.3 pp |
| 2000 | 287.7% | $582.01 Million | $582.01 Million | $- | $202.31 Million | — |