Live Oak Bancshares, Inc. (LOB) — 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 Live Oak Bancshares, Inc. net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Live Oak Bancshares, Inc. Strategic Asset Allocation Index (2013–2025)
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. For live market cap and overall valuation, see market value of Live Oak Bancshares, Inc..
Annual Strategic Asset Allocation Index for Live Oak Bancshares, Inc. (2013–2025)
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. See what is Live Oak Bancshares, Inc.'s book value for net asset value and shareholders' equity analysis.
| 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 | — |