Southside Bancshares, Inc. Strategic Asset Allocation Index
Southside Bancshares, Inc. strategic asset allocation index. Southside Bancshares, Inc. (SBSI) has a Strategic Asset Allocation Index of 336.6% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.88 Billion) total $2.88 Billion, measured against net assets of $854.86 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Southside Bancshares, Inc. balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Southside Bancshares, Inc. (2000–2025)
Strategic asset allocation index of Southside Bancshares, Inc. from 2000 to 2025. This chart shows how Southside Bancshares, Inc.'s Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 336.6%, representing strategic assets of $2.88 Billion against net assets of $854.86 Million USD. Check Southside Bancshares, Inc. tangible equity quality to evaluate the tangible quality of the company's equity base.
Southside Bancshares, Inc. Strategic Asset Allocation Index by Year (2000–2025)
Southside Bancshares, Inc. strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Southside Bancshares, 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 Southside Bancshares, Inc. stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 320.1% | $2.71 Billion | $- | $2.71 Billion | $847.62 Million | ▼ -27.5 pp |
| 2024 | 347.6% | $2.82 Billion | $- | $2.82 Billion | $811.94 Million | ▲ +9.7 pp |
| 2023 | 337.9% | $2.61 Billion | $- | $2.61 Billion | $773.29 Million | ▼ -33.0 pp |
| 2022 | 370.9% | $2.77 Billion | $141.26 Million | $2.63 Billion | $746.00 Million | ▲ +42.3 pp |
| 2021 | 328.6% | $3.00 Billion | $142.51 Million | $2.86 Billion | $912.17 Million | ▼ -396.2 pp |
| 2020 | 724.8% | $6.34 Billion | $144.58 Million | $6.20 Billion | $875.30 Million | ▲ +614.5 pp |
| 2019 | 110.3% | $6.18 Billion | $143.91 Million | $6.04 Billion | $5.60 Billion | ▼ -652.0 pp |
| 2018 | 762.3% | $5.57 Billion | $135.97 Million | $5.44 Billion | $731.29 Million | ▲ +188.9 pp |
| 2017 | 573.4% | $4.32 Billion | $133.64 Million | $4.19 Billion | $754.14 Million | ▼ -120.3 pp |
| 2016 | 693.7% | $3.60 Billion | $106.00 Million | $3.49 Billion | $518.27 Million | ▲ +124.1 pp |
| 2015 | 569.6% | $2.53 Billion | $107.93 Million | $2.42 Billion | $444.06 Million | ▲ +31.6 pp |
| 2014 | 537.9% | $2.29 Billion | $112.86 Million | $2.17 Billion | $425.24 Million | ▲ +3.6 pp |
| 2013 | 534.3% | $1.39 Billion | $52.06 Million | $1.33 Billion | $259.52 Million | ▲ +30.7 pp |
| 2012 | 503.6% | $1.30 Billion | $50.08 Million | $1.25 Billion | $257.76 Million | ▲ +68.6 pp |
| 2011 | 435.0% | $1.13 Billion | $50.59 Million | $1.08 Billion | $258.93 Million | ▲ +411.7 pp |
| 2010 | 23.3% | $50.14 Million | $50.14 Million | $- | $215.44 Million | ▲ +0.3 pp |
| 2009 | 23.0% | $46.48 Million | $46.48 Million | $- | $202.25 Million | ▼ -3.5 pp |
| 2008 | 26.5% | $42.72 Million | $42.72 Million | $- | $161.09 Million | ▼ -3.8 pp |
| 2007 | 30.3% | $40.25 Million | $40.25 Million | $- | $132.83 Million | ▲ +0.8 pp |
| 2006 | 29.5% | $32.64 Million | $32.64 Million | $- | $110.60 Million | ▼ -1.2 pp |
| 2005 | 30.8% | $33.61 Million | $33.61 Million | $- | $109.29 Million | ▲ +1.8 pp |
| 2004 | 29.0% | $30.32 Million | $30.32 Million | $- | $104.70 Million | ▼ -1.5 pp |
| 2003 | 30.5% | $30.63 Million | $30.63 Million | $- | $100.39 Million | ▼ -6.1 pp |
| 2002 | 36.6% | $30.10 Million | $30.10 Million | $- | $82.17 Million | ▼ -3.8 pp |
| 2001 | 40.5% | $27.75 Million | $27.75 Million | $- | $68.58 Million | ▼ -8.8 pp |
| 2000 | 49.3% | $25.48 Million | $25.48 Million | $- | $51.70 Million | — |