State Street Corp (STT) — Strategic Asset Allocation Index
State Street Corp (STT) has a Strategic Asset Allocation Index of 398.1% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $112.54 Billion) total $112.54 Billion, measured against net assets of $28.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See State Street Corp balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
State Street Corp Strategic Asset Allocation Index (2000–2025)
This chart shows how State Street Corp's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 398.1%, representing strategic assets of $112.54 Billion against net assets of $28.27 Billion USD. For live market cap and overall valuation, see STT market cap.
Annual Strategic Asset Allocation Index for State Street Corp (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for State Street Corp 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. See net assets of State Street Corp for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 406.2% | $113.08 Billion | $3.17 Billion | $109.91 Billion | $27.84 Billion | ▼ -44.9 pp |
| 2024 | 451.1% | $114.24 Billion | $3.53 Billion | $110.71 Billion | $25.33 Billion | ▼ -5.2 pp |
| 2023 | 456.3% | $108.60 Billion | $3.20 Billion | $105.40 Billion | $23.80 Billion | ▲ +26.6 pp |
| 2022 | 429.7% | $108.24 Billion | $2.31 Billion | $105.93 Billion | $25.19 Billion | ▼ -4.6 pp |
| 2021 | 434.3% | $118.85 Billion | $2.26 Billion | $116.59 Billion | $27.36 Billion | ▼ -1.0 pp |
| 2020 | 435.3% | $114.05 Billion | $2.15 Billion | $111.90 Billion | $26.20 Billion | ▲ +17.7 pp |
| 2019 | 417.6% | $102.02 Billion | $2.28 Billion | $99.74 Billion | $24.43 Billion | ▼ -63.7 pp |
| 2018 | 481.3% | $119.06 Billion | $2.21 Billion | $116.85 Billion | $24.74 Billion | ▲ +167.3 pp |
| 2017 | 314.0% | $70.08 Billion | $2.19 Billion | $67.89 Billion | $22.32 Billion | ▲ +28.4 pp |
| 2016 | 285.6% | $60.60 Billion | $2.06 Billion | $58.54 Billion | $21.22 Billion | ▲ +31.1 pp |
| 2015 | 254.5% | $53.79 Billion | $1.89 Billion | $51.90 Billion | $21.14 Billion | ▲ +62.4 pp |
| 2014 | 192.2% | $40.99 Billion | $1.94 Billion | $39.05 Billion | $21.33 Billion | ▲ +15.4 pp |
| 2013 | 176.8% | $36.02 Billion | $1.86 Billion | $34.16 Billion | $20.38 Billion | ▲ +45.7 pp |
| 2012 | 131.1% | $27.36 Billion | $1.73 Billion | $25.63 Billion | $20.87 Billion | ▲ +122.1 pp |
| 2011 | 9.0% | $1.75 Billion | $1.75 Billion | $- | $19.40 Billion | ▼ -146.6 pp |
| 2010 | 155.6% | $27.68 Billion | $1.84 Billion | $25.84 Billion | $17.79 Billion | ▲ +142.2 pp |
| 2009 | 13.5% | $1.95 Billion | $1.95 Billion | $- | $14.49 Billion | ▼ -2.3 pp |
| 2008 | 15.7% | $2.01 Billion | $2.01 Billion | $- | $12.77 Billion | ▼ -1.0 pp |
| 2007 | 16.8% | $1.89 Billion | $1.89 Billion | $- | $11.30 Billion | ▼ -4.7 pp |
| 2006 | 21.5% | $1.56 Billion | $1.56 Billion | $- | $7.25 Billion | ▼ -1.3 pp |
| 2005 | 22.8% | $1.45 Billion | $1.45 Billion | $- | $6.37 Billion | ▼ -0.6 pp |
| 2004 | 23.4% | $1.44 Billion | $1.44 Billion | $- | $6.16 Billion | ▲ +2.4 pp |
| 2003 | 21.1% | $1.21 Billion | $1.21 Billion | $- | $5.75 Billion | ▲ +2.6 pp |
| 2002 | 18.5% | $887.00 Million | $887.00 Million | $- | $4.79 Billion | ▼ -3.0 pp |
| 2001 | 21.6% | $829.00 Million | $829.00 Million | $- | $3.85 Billion | ▼ -0.7 pp |
| 2000 | 22.3% | $726.00 Million | $726.00 Million | $- | $3.26 Billion | — |