Truist Financial Corp (TFC) — Strategic Asset Allocation Index
Truist Financial Corp (TFC) has a Strategic Asset Allocation Index of 179.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $114.98 Billion) total $114.98 Billion, measured against net assets of $64.21 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Truist Financial Corp to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Truist Financial Corp Strategic Asset Allocation Index (2012–2025)
This chart shows how Truist Financial Corp's Strategic Asset Allocation Index has evolved across 14 annual periods from 2012 to 2025. As of March 2026, the index stands at 179.1%, representing strategic assets of $114.98 Billion against net assets of $64.21 Billion USD. For live market cap and overall valuation, see TFC stock market capitalisation.
Annual Strategic Asset Allocation Index for Truist Financial Corp (2012–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Truist Financial Corp from 2012 to 2025, covering 14 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 Truist Financial Corp book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 182.6% | $119.02 Billion | $3.17 Billion | $115.85 Billion | $65.19 Billion | ▼ -14.9 pp |
| 2024 | 197.5% | $125.77 Billion | $4.24 Billion | $121.53 Billion | $63.68 Billion | ▼ -20.2 pp |
| 2023 | 217.8% | $129.03 Billion | $4.44 Billion | $124.59 Billion | $59.25 Billion | ▼ -10.2 pp |
| 2022 | 228.0% | $138.02 Billion | $3.60 Billion | $134.42 Billion | $60.54 Billion | ▼ -6.9 pp |
| 2021 | 234.9% | $162.74 Billion | $3.70 Billion | $159.04 Billion | $69.27 Billion | ▼ -193.5 pp |
| 2020 | 428.5% | $303.83 Billion | $3.87 Billion | $299.96 Billion | $70.91 Billion | ▼ -25.3 pp |
| 2019 | 453.7% | $302.00 Billion | $3.71 Billion | $298.29 Billion | $66.56 Billion | ▼ -113.3 pp |
| 2018 | 567.0% | $171.11 Billion | $2.12 Billion | $169.00 Billion | $30.18 Billion | ▼ -0.1 pp |
| 2017 | 567.1% | $168.39 Billion | $2.06 Billion | $166.34 Billion | $29.70 Billion | ▲ +24.6 pp |
| 2016 | 542.5% | $162.34 Billion | $2.11 Billion | $160.23 Billion | $29.93 Billion | ▼ -28.4 pp |
| 2015 | 570.8% | $156.06 Billion | $2.01 Billion | $154.06 Billion | $27.34 Billion | ▼ -11.3 pp |
| 2014 | 582.1% | $141.90 Billion | $1.83 Billion | $140.07 Billion | $24.38 Billion | ▼ -13.1 pp |
| 2013 | 595.2% | $135.76 Billion | $1.87 Billion | $133.89 Billion | $22.81 Billion | ▼ -28.3 pp |
| 2012 | 623.5% | $132.32 Billion | $1.89 Billion | $130.44 Billion | $21.22 Billion | — |