Bank of N.T. Butterfield & Son Ltd (NTB) — Strategic Asset Allocation Index
Bank of N.T. Butterfield & Son Ltd (NTB) has a Strategic Asset Allocation Index of 575.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $6.53 Billion) total $6.53 Billion, measured against net assets of $1.14 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See NTB equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Bank of N.T. Butterfield & Son Ltd Strategic Asset Allocation Index (1999–2025)
This chart shows how Bank of N.T. Butterfield & Son Ltd's Strategic Asset Allocation Index has evolved across 27 annual periods from 1999 to 2025. As of March 2026, the index stands at 575.1%, representing strategic assets of $6.53 Billion against net assets of $1.14 Billion USD. For live market cap and overall valuation, see NTB company net worth.
Annual Strategic Asset Allocation Index for Bank of N.T. Butterfield & Son Ltd (1999–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Bank of N.T. Butterfield & Son Ltd from 1999 to 2025, covering 27 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 Bank of N.T. Butterfield & Son Ltd (NTB) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 576.2% | $6.58 Billion | $196.58 Million | $6.38 Billion | $1.14 Billion | ▼ -21.8 pp |
| 2024 | 598.0% | $6.10 Billion | $189.13 Million | $5.92 Billion | $1.02 Billion | ▼ -49.6 pp |
| 2023 | 647.6% | $6.50 Billion | $187.81 Million | $6.31 Billion | $1.00 Billion | ▼ -137.4 pp |
| 2022 | 785.1% | $6.79 Billion | $179.78 Million | $6.61 Billion | $865.00 Million | ▲ +6.4 pp |
| 2021 | 778.6% | $7.61 Billion | $171.38 Million | $7.44 Billion | $977.00 Million | ▲ +180.1 pp |
| 2020 | 598.6% | $5.88 Billion | $192.01 Million | $5.69 Billion | $982.00 Million | ▼ -10.1 pp |
| 2019 | 608.6% | $5.87 Billion | $198.07 Million | $5.67 Billion | $964.00 Million | ▲ +101.3 pp |
| 2018 | 507.3% | $4.47 Billion | $152.15 Million | $4.32 Billion | $882.00 Million | ▼ -115.6 pp |
| 2017 | 622.9% | $5.13 Billion | $156.24 Million | $4.97 Billion | $823.00 Million | ▼ -93.8 pp |
| 2016 | 716.7% | $5.10 Billion | $162.40 Million | $4.93 Billion | $711.00 Million | ▲ +355.3 pp |
| 2015 | 361.4% | $2.71 Billion | $183.38 Million | $2.53 Billion | $750.35 Million | ▲ +90.3 pp |
| 2014 | 271.0% | $2.30 Billion | $208.88 Million | $2.09 Billion | $849.37 Million | ▼ -10.8 pp |
| 2013 | 281.9% | $2.26 Billion | $235.05 Million | $2.03 Billion | $803.18 Million | ▲ +267.2 pp |
| 2012 | 14.7% | $125.59 Million | $125.59 Million | $0.00 | $857.17 Million | ▼ -4.3 pp |
| 2011 | 18.9% | $157.05 Million | $157.05 Million | $0.00 | $830.44 Million | ▼ -1.6 pp |
| 2010 | 20.5% | $165.98 Million | $165.98 Million | $0.00 | $810.00 Million | ▼ -28.3 pp |
| 2009 | 48.7% | $173.27 Million | $173.27 Million | $0.00 | $355.46 Million | ▲ +18.6 pp |
| 2008 | 30.1% | $156.29 Million | $156.29 Million | $0.00 | $518.44 Million | ▲ +5.5 pp |
| 2007 | 24.7% | $155.22 Million | $155.22 Million | $0.00 | $629.33 Million | ▲ +1.1 pp |
| 2006 | 23.6% | $129.49 Million | $129.49 Million | $0.00 | $549.55 Million | ▼ -5.1 pp |
| 2005 | 28.6% | $141.71 Million | $141.71 Million | $0.00 | $495.23 Million | ▼ -0.8 pp |
| 2004 | 29.4% | $126.03 Million | $126.03 Million | $0.00 | $428.03 Million | ▲ +4.0 pp |
| 2003 | 25.4% | $100.49 Million | $100.49 Million | $0.00 | $394.93 Million | ▼ -3.0 pp |
| 2002 | 28.5% | $96.42 Million | $96.42 Million | $0.00 | $338.80 Million | ▼ -0.9 pp |
| 2001 | 29.4% | $98.54 Million | $98.54 Million | $0.00 | $335.17 Million | ▼ -4.7 pp |
| 2000 | 34.1% | $97.69 Million | $97.69 Million | $0.00 | $286.52 Million | ▼ -4.5 pp |
| 1999 | 38.6% | $96.56 Million | $96.56 Million | $0.00 | $250.20 Million | — |