Raymond James Financial Inc. Strategic Asset Allocation Index
Raymond James Financial Inc. strategic asset allocation index. Raymond James Financial Inc. (RJF) has a Strategic Asset Allocation Index of 68.0% as of December 2025. Strategic assets (PP&E of $1.26 Billion plus long-term investments of $7.29 Billion) total $8.54 Billion, measured against net assets of $12.57 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Raymond James Financial Inc. tangible book value ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Raymond James Financial Inc. (2000–2025)
Strategic asset allocation index of Raymond James Financial Inc. from 2000 to 2025. This chart shows how Raymond James Financial Inc.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 68.0%, representing strategic assets of $8.54 Billion against net assets of $12.57 Billion USD.
Raymond James Financial Inc. Strategic Asset Allocation Index by Year (2000–2025)
Raymond James Financial Inc. strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Raymond James Financial Inc. from 2000 to 2025, covering 26 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 Raymond James Financial Inc. stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 70.4% | $8.80 Billion | $1.25 Billion | $7.55 Billion | $12.50 Billion | ▼ -15.0 pp |
| 2024 | 85.4% | $9.96 Billion | $1.20 Billion | $8.76 Billion | $11.67 Billion | ▼ -19.7 pp |
| 2023 | 105.1% | $10.70 Billion | $1.12 Billion | $9.58 Billion | $10.19 Billion | ▼ -26.7 pp |
| 2022 | 131.8% | $12.43 Billion | $983.00 Million | $11.45 Billion | $9.43 Billion | ▲ +117.3 pp |
| 2021 | 14.5% | $1.20 Billion | $945.00 Million | $255.00 Million | $8.30 Billion | ▼ -105.7 pp |
| 2020 | 120.2% | $8.62 Billion | $535.00 Million | $8.09 Billion | $7.18 Billion | ▲ +48.0 pp |
| 2019 | 72.2% | $4.79 Billion | $527.00 Million | $4.27 Billion | $6.64 Billion | ▲ +60.2 pp |
| 2018 | 12.0% | $773.90 Million | $486.27 Million | $287.63 Million | $6.45 Billion | ▼ -13.2 pp |
| 2017 | 25.2% | $1.43 Billion | $437.37 Million | $994.78 Million | $5.69 Billion | ▲ +3.7 pp |
| 2016 | 21.5% | $1.09 Billion | $321.46 Million | $766.80 Million | $5.06 Billion | ▲ +2.0 pp |
| 2015 | 19.5% | $946.43 Million | $255.88 Million | $690.55 Million | $4.85 Billion | ▼ -1.3 pp |
| 2014 | 20.9% | $924.79 Million | $245.40 Million | $679.39 Million | $4.43 Billion | ▼ -6.0 pp |
| 2013 | 26.8% | $1.07 Billion | $244.42 Million | $828.22 Million | $4.00 Billion | ▲ +20.5 pp |
| 2012 | 6.4% | $231.19 Million | $231.19 Million | $- | $3.64 Billion | ▼ -26.5 pp |
| 2011 | 32.9% | $956.98 Million | $169.85 Million | $787.13 Million | $2.91 Billion | ▲ +26.3 pp |
| 2010 | 6.6% | $170.77 Million | $170.77 Million | $- | $2.60 Billion | ▼ -1.8 pp |
| 2009 | 8.3% | $186.23 Million | $186.23 Million | $- | $2.23 Billion | ▼ -0.7 pp |
| 2008 | 9.1% | $192.45 Million | $192.45 Million | $- | $2.12 Billion | ▲ +0.7 pp |
| 2007 | 8.4% | $166.96 Million | $166.96 Million | $- | $1.99 Billion | ▼ -0.4 pp |
| 2006 | 8.8% | $142.78 Million | $142.78 Million | $- | $1.62 Billion | ▼ -1.5 pp |
| 2005 | 10.3% | $137.56 Million | $137.56 Million | $- | $1.33 Billion | ▼ -1.0 pp |
| 2004 | 11.3% | $122.75 Million | $122.75 Million | $- | $1.09 Billion | ▼ -1.5 pp |
| 2003 | 12.8% | $118.28 Million | $118.28 Million | $- | $924.74 Million | ▲ +0.2 pp |
| 2002 | 12.6% | $105.78 Million | $105.78 Million | $- | $839.64 Million | ▼ -1.0 pp |
| 2001 | 13.6% | $104.69 Million | $104.69 Million | $- | $770.88 Million | ▼ -0.4 pp |
| 2000 | 14.0% | $91.06 Million | $91.06 Million | $- | $650.52 Million | — |