Orix Corp Ads (IX) — Strategic Asset Allocation Index
Orix Corp Ads (IX) has a Strategic Asset Allocation Index of 99.4% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $4.62 Trillion) total $4.62 Trillion, measured against net assets of $4.64 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See IX equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Orix Corp Ads Strategic Asset Allocation Index (2000–2026)
This chart shows how Orix Corp Ads's Strategic Asset Allocation Index has evolved across 27 annual periods from 2000 to 2026. As of March 2026, the index stands at 99.4%, representing strategic assets of $4.62 Trillion against net assets of $4.64 Trillion USD. For live market cap and overall valuation, see Orix Corp Ads market cap and net worth.
Annual Strategic Asset Allocation Index for Orix Corp Ads (2000–2026)
The table below presents the year-by-year Strategic Asset Allocation Index for Orix Corp Ads from 2000 to 2026, covering 27 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 IX net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 99.4% | $4.62 Trillion | $- | $4.62 Trillion | $4.64 Trillion | ▼ -80.1 pp |
| 2025 | 179.4% | $7.49 Trillion | $2.93 Trillion | $4.55 Trillion | $4.17 Trillion | ▼ -4.0 pp |
| 2024 | 183.5% | $7.38 Trillion | $2.81 Trillion | $4.58 Trillion | $4.02 Trillion | ▲ +7.7 pp |
| 2023 | 175.7% | $6.35 Trillion | $2.41 Trillion | $3.94 Trillion | $3.62 Trillion | ▲ +38.6 pp |
| 2022 | 137.1% | $4.62 Trillion | $792.38 Billion | $3.83 Trillion | $3.37 Trillion | ▼ -1.0 pp |
| 2021 | 138.1% | $4.29 Trillion | $738.25 Billion | $3.55 Trillion | $3.10 Trillion | ▲ +9.6 pp |
| 2020 | 128.6% | $3.95 Trillion | $887.97 Billion | $3.07 Trillion | $3.08 Trillion | ▲ +16.5 pp |
| 2019 | 112.1% | $3.32 Trillion | $550.02 Billion | $2.77 Trillion | $2.96 Trillion | ▲ +9.9 pp |
| 2018 | 102.2% | $2.87 Trillion | $547.75 Billion | $2.32 Trillion | $2.81 Trillion | ▼ -13.1 pp |
| 2017 | 115.3% | $3.06 Trillion | $509.72 Billion | $2.55 Trillion | $2.65 Trillion | ▲ +97.3 pp |
| 2016 | 18.0% | $447.19 Billion | $447.19 Billion | $0.00 | $2.48 Trillion | ▲ +17.3 pp |
| 2015 | 0.7% | $17.05 Billion | $118.37 Million | $16.93 Billion | $2.38 Trillion | ▼ -69.7 pp |
| 2014 | 70.4% | $1.51 Trillion | $17.62 Billion | $1.50 Trillion | $2.15 Trillion | ▲ +69.3 pp |
| 2013 | 1.1% | $18.45 Billion | $18.45 Billion | $- | $1.73 Trillion | ▼ -0.3 pp |
| 2012 | 1.4% | $20.11 Billion | $20.11 Billion | $- | $1.44 Trillion | ▼ 0.0 pp |
| 2011 | 1.4% | $19.43 Billion | $19.43 Billion | $- | $1.37 Trillion | ▲ +0.2 pp |
| 2010 | 1.2% | $16.02 Billion | $16.02 Billion | $- | $1.34 Trillion | ▼ -0.1 pp |
| 2009 | 1.3% | $15.30 Billion | $15.30 Billion | $- | $1.21 Trillion | ▲ +0.3 pp |
| 2008 | 1.0% | $13.04 Billion | $13.04 Billion | $- | $1.30 Trillion | ▲ +0.2 pp |
| 2007 | 0.8% | $9.36 Billion | $9.36 Billion | $- | $1.23 Trillion | ▼ 0.0 pp |
| 2006 | 0.8% | $7.55 Billion | $7.55 Billion | $- | $990.11 Billion | ▼ -0.2 pp |
| 2005 | 1.0% | $7.14 Billion | $7.14 Billion | $- | $726.29 Billion | ▼ -0.1 pp |
| 2004 | 1.1% | $6.27 Billion | $6.27 Billion | $- | $563.49 Billion | ▼ 0.0 pp |
| 2003 | 1.2% | $5.75 Billion | $5.75 Billion | $- | $496.08 Billion | ▲ +0.4 pp |
| 2002 | 0.8% | $4.02 Billion | $4.02 Billion | $- | $501.20 Billion | ▼ -0.1 pp |
| 2001 | 0.9% | $4.12 Billion | $4.12 Billion | $- | $469.51 Billion | ▼ -0.2 pp |
| 2000 | 1.0% | $4.32 Billion | $4.32 Billion | $- | $412.05 Billion | — |