Elevance Health Inc Strategic Asset Allocation Index

Latest as of June 2026: 63.4%

Elevance Health Inc strategic asset allocation index. Elevance Health Inc (ELV) has a Strategic Asset Allocation Index of 63.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $28.54 Billion) total $28.54 Billion, measured against net assets of $45.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ELV equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

63.4%
Strategic Assets / Net Assets

Strategic Assets

$28.54 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$45.02 Billion
USD

Strategic Asset Allocation Index of Elevance Health Inc (2000–2025)

Strategic asset allocation index of Elevance Health Inc from 2000 to 2025. This chart shows how Elevance Health Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 63.4%, representing strategic assets of $28.54 Billion against net assets of $45.02 Billion USD. Check ELV goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

Elevance Health Inc Strategic Asset Allocation Index by Year (2000–2025)

Elevance Health Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Elevance Health 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. For live market cap and overall valuation, see market value of Elevance Health Inc.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 73.6% $32.42 Billion $4.68 Billion $27.75 Billion $44.03 Billion ▼ -5.2 pp
2024 78.8% $32.65 Billion $5.22 Billion $27.43 Billion $41.43 Billion ▼ -11.7 pp
2023 90.5% $35.66 Billion $4.94 Billion $30.72 Billion $39.41 Billion ▲ +2.5 pp
2022 88.0% $31.97 Billion $4.32 Billion $27.66 Billion $36.33 Billion ▼ -2.5 pp
2021 90.5% $32.70 Billion $3.92 Billion $28.78 Billion $36.13 Billion ▲ +65.4 pp
2020 25.1% $8.33 Billion $3.48 Billion $4.85 Billion $33.20 Billion ▲ +0.3 pp
2019 24.8% $7.87 Billion $3.13 Billion $4.73 Billion $31.73 Billion ▲ +0.4 pp
2018 24.3% $6.95 Billion $2.73 Billion $4.21 Billion $28.54 Billion ▲ +1.3 pp
2017 23.1% $6.11 Billion $2.17 Billion $3.94 Billion $26.50 Billion ▲ +4.0 pp
2016 19.0% $4.77 Billion $1.98 Billion $2.80 Billion $25.10 Billion ▼ -1.2 pp
2015 20.2% $4.65 Billion $2.02 Billion $2.63 Billion $23.04 Billion ▲ +3.0 pp
2014 17.2% $4.18 Billion $1.94 Billion $2.23 Billion $24.25 Billion ▲ +1.8 pp
2013 15.4% $3.83 Billion $1.80 Billion $2.02 Billion $24.77 Billion ▲ +0.4 pp
2012 15.1% $3.59 Billion $1.74 Billion $1.85 Billion $23.80 Billion ▲ +9.0 pp
2011 6.1% $1.42 Billion $1.42 Billion $- $23.29 Billion ▼ -3.5 pp
2010 9.6% $2.28 Billion $1.16 Billion $1.12 Billion $23.81 Billion ▲ +5.1 pp
2009 4.4% $1.10 Billion $1.10 Billion $- $24.86 Billion ▼ -0.5 pp
2008 4.9% $1.05 Billion $1.05 Billion $- $21.43 Billion ▲ +0.6 pp
2007 4.3% $995.90 Million $995.90 Million $- $22.99 Billion ▲ +0.3 pp
2006 4.0% $988.60 Million $988.60 Million $- $24.58 Billion ▼ -0.3 pp
2005 4.3% $1.08 Billion $1.08 Billion $- $24.99 Billion ▼ -1.1 pp
2004 5.4% $1.05 Billion $1.05 Billion $- $19.46 Billion ▼ -3.1 pp
2003 8.5% $510.50 Million $510.50 Million $- $6.00 Billion ▼ -1.5 pp
2002 10.0% $537.40 Million $537.40 Million $- $5.36 Billion ▼ -9.5 pp
2001 19.5% $402.30 Million $402.30 Million $- $2.06 Billion ▼ -2.8 pp
2000 22.3% $428.80 Million $428.80 Million $- $1.92 Billion —
pp = percentage points