Stifel Financial Corporation (SF) — Strategic Asset Allocation Index

Latest as of March 2026: 170.8%

Stifel Financial Corporation (SF) has a Strategic Asset Allocation Index of 170.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $10.22 Billion) total $10.22 Billion, measured against net assets of $5.98 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

170.8%
Strategic Assets / Net Assets

Strategic Assets

$10.22 Billion
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$5.98 Billion
USD

Stifel Financial Corporation Strategic Asset Allocation Index (2000–2025)

This chart shows how Stifel Financial Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 170.8%, representing strategic assets of $10.22 Billion against net assets of $5.98 Billion USD. Explore Stifel Financial Corporation cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Stifel Financial Corporation (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Stifel Financial Corporation 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 the full company profile including market capitalisation, see Stifel Financial Corporation (SF) market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 178.1% $10.65 Billion $985.60 Million $9.66 Billion $5.98 Billion ▼ -4.3 pp
2024 182.4% $10.37 Billion $1.00 Billion $9.37 Billion $5.69 Billion ▲ +4.4 pp
2023 177.9% $9.42 Billion $969.74 Million $8.45 Billion $5.29 Billion ▲ +14.4 pp
2022 163.6% $8.72 Billion $200.04 Million $8.52 Billion $5.33 Billion ▼ -28.2 pp
2021 191.8% $9.66 Billion $918.94 Million $8.74 Billion $5.03 Billion ▲ +0.3 pp
2020 191.5% $8.12 Billion $961.10 Million $7.16 Billion $4.24 Billion ▼ -33.9 pp
2019 225.4% $8.27 Billion $1.11 Billion $7.16 Billion $3.67 Billion ▼ -56.0 pp
2018 281.4% $9.00 Billion $372.94 Million $8.62 Billion $3.20 Billion ▼ -29.0 pp
2017 310.4% $8.88 Billion $155.12 Million $8.73 Billion $2.86 Billion ▲ +38.3 pp
2016 272.1% $7.45 Billion $172.83 Million $7.28 Billion $2.74 Billion ▲ +19.3 pp
2015 252.8% $6.30 Billion $181.97 Million $6.12 Billion $2.49 Billion ▲ +59.6 pp
2014 193.2% $4.49 Billion $124.25 Million $4.36 Billion $2.32 Billion ▲ +1.3 pp
2013 191.9% $3.95 Billion $106.45 Million $3.84 Billion $2.06 Billion ▼ -0.8 pp
2012 192.7% $2.88 Billion $141.40 Million $2.74 Billion $1.49 Billion ▲ +184.6 pp
2011 8.0% $104.74 Million $104.74 Million $- $1.30 Billion ▼ -89.5 pp
2010 97.6% $1.22 Billion $71.50 Million $1.15 Billion $1.25 Billion ▲ +90.5 pp
2009 7.1% $62.12 Million $62.12 Million $- $873.45 Million ▼ -0.9 pp
2008 8.1% $47.77 Million $47.77 Million $- $593.18 Million ▼ -1.5 pp
2007 9.6% $40.66 Million $40.66 Million $- $424.64 Million ▲ +3.1 pp
2006 6.5% $14.35 Million $14.35 Million $- $220.26 Million ▼ -0.8 pp
2005 7.4% $11.42 Million $11.42 Million $- $155.09 Million ▲ +0.4 pp
2004 6.9% $9.12 Million $9.12 Million $- $131.31 Million ▲ +0.3 pp
2003 6.6% $6.61 Million $6.61 Million $- $100.05 Million ▼ -2.5 pp
2002 9.1% $7.28 Million $7.28 Million $- $79.99 Million ▼ -4.2 pp
2001 13.3% $10.48 Million $10.48 Million $- $78.62 Million ▲ +0.3 pp
2000 13.1% $9.69 Million $9.69 Million $- $74.18 Million
pp = percentage points