Nu Holdings Ltd Strategic Asset Allocation Index
Nu Holdings Ltd strategic asset allocation index. Nu Holdings Ltd (NU) has a Strategic Asset Allocation Index of 144.5% as of December 2025. Strategic assets (PP&E of $49.79 Million plus long-term investments of $16.31 Billion) total $16.36 Billion, measured against net assets of $11.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Nu Holdings Ltd net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Nu Holdings Ltd (2018–2025)
Strategic asset allocation index of Nu Holdings Ltd from 2018 to 2025. This chart shows how Nu Holdings Ltd's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of December 2025, the index stands at 144.5%, representing strategic assets of $16.36 Billion against net assets of $11.32 Billion USD. Check NU tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Nu Holdings Ltd Strategic Asset Allocation Index by Year (2018–2025)
Nu Holdings Ltd strategic asset allocation index by year from 2018 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Nu Holdings Ltd from 2018 to 2025, covering 8 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 Nu Holdings Ltd market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 144.5% | $16.36 Billion | $49.79 Million | $16.31 Billion | $11.32 Billion | ▼ -8.4 pp |
| 2024 | 152.8% | $11.69 Billion | $46.22 Million | $11.64 Billion | $7.65 Billion | ▲ +5.7 pp |
| 2023 | 147.2% | $9.43 Billion | $69.75 Million | $9.36 Billion | $6.41 Billion | ▼ -68.8 pp |
| 2022 | 216.0% | $10.56 Billion | $46.46 Million | $10.52 Billion | $4.89 Billion | ▲ +13.0 pp |
| 2021 | 203.0% | $9.02 Billion | $20.54 Million | $9.00 Billion | $4.44 Billion | ▼ -785.5 pp |
| 2020 | 988.5% | $4.33 Billion | $20.51 Million | $4.31 Billion | $438.11 Million | ▲ +605.9 pp |
| 2019 | 382.6% | $2.34 Billion | $25.86 Million | $2.32 Billion | $612.25 Million | ▲ +178.5 pp |
| 2018 | 204.1% | $605.78 Million | $6.70 Million | $599.08 Million | $296.73 Million | — |