Primerica Inc Strategic Asset Allocation Index

Latest as of March 2026: 183.9%

Primerica Inc strategic asset allocation index. Primerica Inc (PRI) has a Strategic Asset Allocation Index of 183.9% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $4.63 Billion) total $4.63 Billion, measured against net assets of $2.52 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Primerica Inc to measure how much of total assets are equity-financed.

SAAI

183.9%
Strategic Assets / Net Assets

Strategic Assets

$4.63 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$2.52 Billion
USD

Strategic Asset Allocation Index of Primerica Inc (2007–2025)

Strategic asset allocation index of Primerica Inc from 2007 to 2025. This chart shows how Primerica Inc's Strategic Asset Allocation Index has evolved across 19 annual periods from 2007 to 2025. As of March 2026, the index stands at 183.9%, representing strategic assets of $4.63 Billion against net assets of $2.52 Billion USD. Check Primerica Inc (PRI) tangible equity ratio to evaluate the tangible quality of the company's equity base.

Primerica Inc Strategic Asset Allocation Index by Year (2007–2025)

Primerica Inc strategic asset allocation index by year from 2007 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Primerica Inc from 2007 to 2025, covering 19 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 PRI market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 186.5% $4.56 Billion $82.67 Million $4.48 Billion $2.45 Billion ▼ -6.9 pp
2024 193.4% $4.37 Billion $88.72 Million $4.28 Billion $2.26 Billion ▼ -12.2 pp
2023 205.6% $4.25 Billion $92.46 Million $4.15 Billion $2.07 Billion ▼ -35.1 pp
2022 240.6% $4.14 Billion $93.86 Million $4.05 Billion $1.72 Billion ▲ +35.8 pp
2021 204.9% $4.28 Billion $47.94 Million $4.23 Billion $2.09 Billion ▼ -14.0 pp
2020 218.9% $4.02 Billion $104.99 Million $3.91 Billion $1.84 Billion ▼ -9.3 pp
2019 228.1% $3.77 Billion $94.08 Million $3.68 Billion $1.65 Billion ▲ +10.3 pp
2018 217.9% $3.18 Billion $36.00 Million $3.15 Billion $1.46 Billion ▲ +21.3 pp
2017 196.6% $2.79 Billion $28.10 Million $2.76 Billion $1.42 Billion ▼ -1.8 pp
2016 198.4% $2.42 Billion $27.47 Million $2.40 Billion $1.22 Billion ▲ +1.6 pp
2015 196.8% $2.25 Billion $58.82 Million $2.20 Billion $1.15 Billion ▲ +27.1 pp
2014 169.6% $2.11 Billion $26.46 Million $2.09 Billion $1.25 Billion ▲ +15.9 pp
2013 153.7% $1.88 Billion $25.05 Million $1.85 Billion $1.22 Billion ▼ -2.3 pp
2012 156.0% $1.99 Billion $13.36 Million $1.98 Billion $1.28 Billion ▲ +11.5 pp
2011 144.5% $2.06 Billion $12.94 Million $2.04 Billion $1.42 Billion ▲ +143.4 pp
2010 1.1% $16.32 Million $16.32 Million $- $1.43 Billion ▲ +0.9 pp
2009 0.3% $13.28 Million $13.28 Million $- $4.94 Billion ▼ -0.1 pp
2008 0.4% $15.16 Million $15.16 Million $- $4.11 Billion ▼ -0.1 pp
2007 0.4% $20.97 Million $20.97 Million $- $4.78 Billion —
pp = percentage points