PennyMac Finl Svcs Inc Strategic Asset Allocation Index
PennyMac Finl Svcs Inc strategic asset allocation index. PennyMac Finl Svcs Inc (PFSI) has a Strategic Asset Allocation Index of 0.0% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $846.00K) total $846.00K, measured against net assets of $4.34 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PFSI equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of PennyMac Finl Svcs Inc (2011–2025)
Strategic asset allocation index of PennyMac Finl Svcs Inc from 2011 to 2025. This chart shows how PennyMac Finl Svcs Inc's Strategic Asset Allocation Index has evolved across 15 annual periods from 2011 to 2025. As of June 2026, the index stands at 0.0%, representing strategic assets of $846.00K against net assets of $4.34 Billion USD. Check PennyMac Finl Svcs Inc (PFSI) tangible equity ratio to evaluate the tangible quality of the company's equity base.
PennyMac Finl Svcs Inc Strategic Asset Allocation Index by Year (2011–2025)
PennyMac Finl Svcs Inc strategic asset allocation index by year from 2011 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for PennyMac Finl Svcs Inc from 2011 to 2025, covering 15 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 PennyMac Finl Svcs Inc market cap and net worth.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.0% | $941.00K | $- | $941.00K | $4.31 Billion | ▼ 0.0 pp |
| 2024 | 0.0% | $944.00K | $- | $944.00K | $3.83 Billion | ▼ 0.0 pp |
| 2023 | 0.0% | $1.12 Million | $- | $1.12 Million | $3.54 Billion | ▼ -2.7 pp |
| 2022 | 2.7% | $95.18 Million | $94.25 Million | $929.00K | $3.47 Billion | ▲ +0.1 pp |
| 2021 | 2.6% | $90.34 Million | $89.04 Million | $1.30 Million | $3.42 Billion | ▼ -363.3 pp |
| 2020 | 366.0% | $12.40 Billion | $74.93 Million | $12.33 Billion | $3.39 Billion | ▲ +360.9 pp |
| 2019 | 5.1% | $105.24 Million | $103.57 Million | $1.67 Million | $2.06 Billion | ▲ +3.0 pp |
| 2018 | 2.1% | $34.77 Million | $33.37 Million | $1.40 Million | $1.65 Billion | ▲ +0.3 pp |
| 2017 | 1.8% | $30.66 Million | $29.45 Million | $1.21 Million | $1.72 Billion | ▼ -0.5 pp |
| 2016 | 2.3% | $32.55 Million | $31.32 Million | $1.23 Million | $1.40 Billion | ▼ -3.7 pp |
| 2015 | 6.0% | $63.77 Million | $16.31 Million | $47.46 Million | $1.06 Billion | ▲ +1.7 pp |
| 2014 | 4.3% | $34.61 Million | $11.34 Million | $23.27 Million | $807.27 Million | ▲ +2.7 pp |
| 2013 | 1.6% | $9.84 Million | $9.84 Million | $- | $629.20 Million | ▼ -0.4 pp |
| 2012 | 1.9% | $5.07 Million | $5.07 Million | $- | $261.75 Million | ▼ -0.1 pp |
| 2011 | 2.1% | $2.54 Million | $2.54 Million | $- | $123.92 Million | — |