Annaly Capital Management, Inc. (NLY) — Strategic Asset Allocation Index
Annaly Capital Management, Inc. (NLY) has a Strategic Asset Allocation Index of 36.7% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $6.23 Billion) total $6.23 Billion, measured against net assets of $16.98 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Annaly Capital Management, Inc.'s balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Annaly Capital Management, Inc. Strategic Asset Allocation Index (2009–2025)
This chart shows how Annaly Capital Management, Inc.'s Strategic Asset Allocation Index has evolved across 17 annual periods from 2009 to 2025. As of June 2026, the index stands at 36.7%, representing strategic assets of $6.23 Billion against net assets of $16.98 Billion USD. For live market cap and overall valuation, see NLY stock market capitalisation.
Annual Strategic Asset Allocation Index for Annaly Capital Management, Inc. (2009–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Annaly Capital Management, Inc. from 2009 to 2025, covering 17 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 NLY total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 52.6% | $8.50 Billion | $26.51 Million | $8.48 Billion | $16.16 Billion | ▲ +36.1 pp |
| 2024 | 16.5% | $2.09 Billion | $27.91 Million | $2.06 Billion | $12.70 Billion | ▼ -20.7 pp |
| 2023 | 37.2% | $4.22 Billion | $5.95 Million | $4.21 Billion | $11.35 Billion | ▼ -621.8 pp |
| 2022 | 659.0% | $74.92 Billion | $8.87 Million | $74.91 Billion | $11.37 Billion | ▲ +172.0 pp |
| 2021 | 487.0% | $64.26 Billion | $10.54 Million | $64.25 Billion | $13.20 Billion | ▲ +481.0 pp |
| 2020 | 6.0% | $840.62 Million | $13.17 Million | $827.45 Million | $14.02 Billion | ▲ +0.6 pp |
| 2019 | 5.4% | $854.98 Million | $15.79 Million | $839.19 Million | $15.80 Billion | ▼ -40.9 pp |
| 2018 | 46.3% | $6.54 Billion | $654.64 Million | $5.88 Billion | $14.12 Billion | ▲ +27.7 pp |
| 2017 | 18.6% | $2.76 Billion | $485.95 Million | $2.28 Billion | $14.87 Billion | ▲ +4.7 pp |
| 2016 | 13.9% | $1.74 Billion | $474.57 Million | $1.27 Billion | $12.58 Billion | ▲ +0.4 pp |
| 2015 | 13.5% | $1.60 Billion | $535.95 Million | $1.07 Billion | $11.91 Billion | ▲ +10.8 pp |
| 2014 | 2.7% | $353.71 Million | $0.00 | $353.71 Million | $13.33 Billion | ▲ +2.7 pp |
| 2013 | 0.0% | $0.00 | $0.00 | $- | $12.41 Billion | ▼ -2.6 pp |
| 2012 | 2.6% | $419.26 Million | $0.00 | $419.26 Million | $15.92 Billion | ▲ +2.6 pp |
| 2011 | 0.0% | $0.00 | $0.00 | $- | $15.76 Billion | ▼ -3.5 pp |
| 2010 | 3.5% | $347.81 Million | $0.00 | $347.81 Million | $9.86 Billion | ▲ +3.5 pp |
| 2009 | 0.0% | $0.00 | $0.00 | $- | $9.55 Billion | — |