The Mosaic Company Strategic Asset Allocation Index
The Mosaic Company 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. Check The Mosaic Company tangible book value ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Mosaic Company (2002–2025)
Strategic asset allocation index of The Mosaic Company from 2002 to 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.
The Mosaic Company Strategic Asset Allocation Index by Year (2002–2025)
The Mosaic Company strategic asset allocation index by year from 2002 to 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. For live market cap and overall valuation, see The Mosaic Company market cap and net worth.
| 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 | — |