Live Oak Bancshares, Inc. Strategic Asset Allocation Index
Live Oak Bancshares, Inc. strategic asset allocation index. Live Oak Bancshares, Inc. (LOB) has a Strategic Asset Allocation Index of 69.4% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $914.55 Million) total $914.55 Million, measured against net assets of $1.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See LOB net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Live Oak Bancshares, Inc. (2013–2025)
Strategic asset allocation index of Live Oak Bancshares, Inc. from 2013 to 2025. This chart shows how Live Oak Bancshares, Inc.'s Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 69.4%, representing strategic assets of $914.55 Million against net assets of $1.32 Billion USD. Check LOB tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Live Oak Bancshares, Inc. Strategic Asset Allocation Index by Year (2013–2025)
Live Oak Bancshares, Inc. strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Live Oak Bancshares, Inc. from 2013 to 2025, covering 13 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 Live Oak Bancshares, Inc. (LOB) total market value.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 87.9% | $1.10 Billion | $240.20 Million | $861.60 Million | $1.25 Billion | ▼ -63.1 pp |
| 2024 | 150.9% | $1.51 Billion | $266.30 Million | $1.25 Billion | $1.00 Billion | ▼ -85.5 pp |
| 2023 | 236.4% | $1.39 Billion | $260.68 Million | $1.13 Billion | $586.56 Million | ▲ +78.9 pp |
| 2022 | 157.6% | $1.28 Billion | $263.29 Million | $1.01 Billion | $811.03 Million | ▼ -2.7 pp |
| 2021 | 160.3% | $1.15 Billion | $240.20 Million | $906.05 Million | $715.13 Million | ▼ -1121.3 pp |
| 2020 | 1281.6% | $7.28 Billion | $259.27 Million | $7.02 Billion | $567.85 Million | ▲ +1124.4 pp |
| 2019 | 157.2% | $820.99 Million | $280.94 Million | $540.04 Million | $522.38 Million | ▲ +34.2 pp |
| 2018 | 123.0% | $606.83 Million | $226.34 Million | $380.49 Million | $493.56 Million | ▲ +62.2 pp |
| 2017 | 60.8% | $265.61 Million | $172.26 Million | $93.36 Million | $436.93 Million | ▲ +4.5 pp |
| 2016 | 56.3% | $125.40 Million | $54.34 Million | $71.06 Million | $222.85 Million | ▼ -2.8 pp |
| 2015 | 59.1% | $117.92 Million | $62.65 Million | $55.26 Million | $199.49 Million | ▼ -41.0 pp |
| 2014 | 100.1% | $91.94 Million | $35.28 Million | $56.66 Million | $91.81 Million | ▲ +48.4 pp |
| 2013 | 51.7% | $25.04 Million | $25.04 Million | $- | $48.39 Million | — |