Live Oak Bancshares, Inc. (LOB) — Strategic Asset Allocation Index
Live Oak Bancshares, Inc. (LOB) has a Strategic Asset Allocation Index of 87.9% as of December 2025. Strategic assets (PP&E of $240.20 Million plus long-term investments of $861.60 Million) total $1.10 Billion, measured against net assets of $1.25 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
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 December 2025, the index stands at 87.9%, representing strategic assets of $1.10 Billion against net assets of $1.25 Billion USD. Explore LOB cash flow metrics to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, 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 | — |