Rocket Companies Inc (RKT) — Strategic Asset Allocation Index
Rocket Companies Inc (RKT) has a Strategic Asset Allocation Index of 1.2% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $268.00 Million) total $268.00 Million, measured against net assets of $22.90 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Rocket Companies Inc Strategic Asset Allocation Index (2018–2025)
This chart shows how Rocket Companies Inc's Strategic Asset Allocation Index has evolved across 8 annual periods from 2018 to 2025. As of December 2025, the index stands at 1.2%, representing strategic assets of $268.00 Million against net assets of $22.90 Billion USD. Explore Rocket Companies Inc (RKT) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Rocket Companies Inc (2018–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Rocket Companies Inc 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 the full company profile including market capitalisation, see RKT stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 1.2% | $268.00 Million | $- | $268.00 Million | $22.90 Billion | ▼ -4.8 pp |
| 2024 | 5.9% | $536.46 Million | $495.62 Million | $40.84 Million | $9.04 Billion | ▼ -1.8 pp |
| 2023 | 7.7% | $638.07 Million | $598.55 Million | $39.52 Million | $8.30 Billion | ▼ -83.5 pp |
| 2022 | 91.2% | $7.73 Billion | $274.19 Million | $7.46 Billion | $8.48 Billion | ▼ -119.5 pp |
| 2021 | 210.7% | $20.56 Billion | $682.27 Million | $19.88 Billion | $9.76 Billion | ▲ +202.4 pp |
| 2020 | 8.3% | $654.74 Million | $449.71 Million | $205.03 Million | $7.88 Billion | ▼ -10.5 pp |
| 2019 | 18.9% | $660.48 Million | $455.37 Million | $205.11 Million | $3.50 Billion | ▲ +11.6 pp |
| 2018 | 7.3% | $202.56 Million | $202.56 Million | $- | $2.78 Billion | — |