UGI Corporation Strategic Asset Allocation Index
UGI Corporation strategic asset allocation index. UGI Corporation (UGI) has a Strategic Asset Allocation Index of 182.1% as of December 2025. Strategic assets (PP&E of $9.12 Billion plus long-term investments of $-) total $9.12 Billion, measured against net assets of $5.01 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UGI Corporation 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 UGI Corporation (2000–2025)
Strategic asset allocation index of UGI Corporation from 2000 to 2025. This chart shows how UGI Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 182.1%, representing strategic assets of $9.12 Billion against net assets of $5.01 Billion USD. Check UGI intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
UGI Corporation Strategic Asset Allocation Index by Year (2000–2025)
UGI Corporation strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for UGI 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 live market cap and overall valuation, see market cap of UGI Corporation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 67.0% | $3.21 Billion | $3.21 Billion | $- | $4.79 Billion | ▼ -10.3 pp |
| 2024 | 77.3% | $3.37 Billion | $3.37 Billion | $- | $4.35 Billion | ▼ -126.8 pp |
| 2023 | 204.1% | $8.97 Billion | $8.97 Billion | $- | $4.39 Billion | ▲ +147.9 pp |
| 2022 | 56.2% | $3.42 Billion | $3.42 Billion | $- | $6.07 Billion | ▼ -87.5 pp |
| 2021 | 143.7% | $7.95 Billion | $7.95 Billion | $- | $5.53 Billion | ▼ -114.8 pp |
| 2020 | 258.5% | $10.70 Billion | $10.66 Billion | $38.00 Million | $4.14 Billion | ▲ +77.5 pp |
| 2019 | 181.1% | $6.93 Billion | $6.69 Billion | $242.40 Million | $3.83 Billion | ▲ +38.4 pp |
| 2018 | 142.7% | $5.85 Billion | $5.81 Billion | $43.50 Million | $4.10 Billion | ▼ -5.5 pp |
| 2017 | 148.3% | $5.55 Billion | $5.54 Billion | $9.20 Million | $3.74 Billion | ▲ +2.4 pp |
| 2016 | 145.9% | $5.24 Billion | $5.24 Billion | $6.50 Million | $3.60 Billion | ▲ +5.6 pp |
| 2015 | 140.3% | $5.01 Billion | $4.99 Billion | $16.30 Million | $3.57 Billion | ▲ +15.9 pp |
| 2014 | 124.4% | $4.56 Billion | $4.54 Billion | $12.50 Million | $3.66 Billion | ▼ -1.9 pp |
| 2013 | 126.3% | $4.48 Billion | $4.48 Billion | $- | $3.55 Billion | ▼ -1.4 pp |
| 2012 | 127.7% | $4.23 Billion | $4.23 Billion | $- | $3.32 Billion | ▼ -18.6 pp |
| 2011 | 146.3% | $3.20 Billion | $3.20 Billion | $- | $2.19 Billion | ▼ -1.8 pp |
| 2010 | 148.1% | $3.05 Billion | $3.05 Billion | $- | $2.06 Billion | ▼ -11.7 pp |
| 2009 | 159.8% | $2.90 Billion | $2.90 Billion | $- | $1.82 Billion | ▲ +4.5 pp |
| 2008 | 155.3% | $2.45 Billion | $2.45 Billion | $- | $1.58 Billion | ▼ -3.0 pp |
| 2007 | 158.3% | $2.40 Billion | $2.40 Billion | $- | $1.51 Billion | ▼ -25.6 pp |
| 2006 | 184.0% | $2.21 Billion | $2.21 Billion | $- | $1.20 Billion | ▲ +34.2 pp |
| 2005 | 149.7% | $1.80 Billion | $1.80 Billion | $- | $1.20 Billion | ▼ -26.3 pp |
| 2004 | 176.0% | $1.78 Billion | $1.78 Billion | $- | $1.01 Billion | ▼ -35.1 pp |
| 2003 | 211.1% | $1.34 Billion | $1.34 Billion | $- | $633.30 Million | ▼ -42.4 pp |
| 2002 | 253.5% | $1.27 Billion | $1.27 Billion | $- | $501.80 Million | ▼ -31.9 pp |
| 2001 | 285.4% | $1.27 Billion | $1.27 Billion | $- | $444.30 Million | ▲ +61.4 pp |
| 2000 | 224.0% | $1.07 Billion | $1.07 Billion | $- | $479.10 Million | — |