The Mosaic Company (MOS) — Strategic Asset Allocation Index
The Mosaic Company (MOS) has a Strategic Asset Allocation Index of 15.5% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $1.81 Billion) total $1.81 Billion, measured against net assets of $11.63 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MOS equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Mosaic Company Strategic Asset Allocation Index (2002–2025)
This chart shows how The Mosaic Company's Strategic Asset Allocation Index has evolved across 24 annual periods from 2002 to 2025. As of June 2026, the index stands at 15.5%, representing strategic assets of $1.81 Billion against net assets of $11.63 Billion USD. For live market cap and overall valuation, see market value of The Mosaic Company.
Annual Strategic Asset Allocation Index for The Mosaic Company (2002–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for The Mosaic Company from 2002 to 2025, covering 24 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 MOS total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 131.2% | $16.05 Billion | $14.21 Billion | $1.85 Billion | $12.23 Billion | ▲ +1.2 pp |
| 2024 | 130.1% | $15.11 Billion | $13.57 Billion | $1.53 Billion | $11.61 Billion | ▲ +11.6 pp |
| 2023 | 118.4% | $14.72 Billion | $13.82 Billion | $909.00 Million | $12.43 Billion | ▲ +7.2 pp |
| 2022 | 111.2% | $13.56 Billion | $12.68 Billion | $885.90 Million | $12.19 Billion | ▼ -11.3 pp |
| 2021 | 122.5% | $13.17 Billion | $12.48 Billion | $691.80 Million | $10.75 Billion | ▼ -7.7 pp |
| 2020 | 130.2% | $12.70 Billion | $12.03 Billion | $673.10 Million | $9.76 Billion | ▼ -2.8 pp |
| 2019 | 132.9% | $12.45 Billion | $11.69 Billion | $763.60 Million | $9.37 Billion | ▲ +14.4 pp |
| 2018 | 118.6% | $12.57 Billion | $11.75 Billion | $826.60 Million | $10.60 Billion | ▲ +6.5 pp |
| 2017 | 112.1% | $10.80 Billion | $9.71 Billion | $1.09 Billion | $9.64 Billion | ▲ +5.4 pp |
| 2016 | 106.6% | $10.26 Billion | $9.20 Billion | $1.06 Billion | $9.62 Billion | ▲ +5.2 pp |
| 2015 | 101.4% | $9.70 Billion | $8.72 Billion | $980.50 Million | $9.56 Billion | ▲ +6.6 pp |
| 2014 | 94.8% | $10.16 Billion | $9.31 Billion | $849.80 Million | $10.72 Billion | ▲ +19.0 pp |
| 2013 | 75.8% | $8.58 Billion | $8.58 Billion | $- | $11.32 Billion | ▲ +5.0 pp |
| 2012 | 70.7% | $8.49 Billion | $8.49 Billion | $- | $12.00 Billion | ▲ +2.1 pp |
| 2011 | 68.6% | $8.00 Billion | $7.55 Billion | $454.20 Million | $11.66 Billion | ▼ -12.2 pp |
| 2010 | 80.8% | $7.07 Billion | $6.64 Billion | $434.30 Million | $8.75 Billion | ▲ +16.6 pp |
| 2009 | 64.2% | $5.47 Billion | $5.47 Billion | $- | $8.52 Billion | ▼ -8.3 pp |
| 2008 | 72.5% | $4.90 Billion | $4.90 Billion | $- | $6.75 Billion | ▼ -38.0 pp |
| 2007 | 110.5% | $4.65 Billion | $4.65 Billion | $- | $4.21 Billion | ▼ -14.8 pp |
| 2006 | 125.3% | $4.45 Billion | $4.45 Billion | $- | $3.55 Billion | ▼ -11.2 pp |
| 2005 | 136.5% | $4.42 Billion | $4.42 Billion | $- | $3.24 Billion | ▲ +9.1 pp |
| 2004 | 127.4% | $4.12 Billion | $4.12 Billion | $- | $3.24 Billion | ▼ -42.0 pp |
| 2003 | 169.4% | $892.14 Million | $892.14 Million | $- | $526.60 Million | ▼ -29.7 pp |
| 2002 | 199.1% | $779.91 Million | $779.91 Million | $- | $391.70 Million | — |