U-Haul Holding Company Strategic Asset Allocation Index
U-Haul Holding Company strategic asset allocation index. U-Haul Holding Company (UHAL-B) has a Strategic Asset Allocation Index of 31.3% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $2.39 Billion) total $2.39 Billion, measured against net assets of $7.66 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See U-Haul Holding Company net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of U-Haul Holding Company (2019–2026)
Strategic asset allocation index of U-Haul Holding Company from 2019 to 2026. This chart shows how U-Haul Holding Company's Strategic Asset Allocation Index has evolved across 8 annual periods from 2019 to 2026. As of June 2026, the index stands at 31.3%, representing strategic assets of $2.39 Billion against net assets of $7.66 Billion USD. Check U-Haul Holding Company (UHAL-B) tangible equity ratio to evaluate the tangible quality of the company's equity base.
U-Haul Holding Company Strategic Asset Allocation Index by Year (2019–2026)
U-Haul Holding Company strategic asset allocation index by year from 2019 to 2026. The table below presents the year-by-year Strategic Asset Allocation Index for U-Haul Holding Company from 2019 to 2026, covering 8 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 value of U-Haul Holding Company.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2026 | 32.4% | $2.47 Billion | $- | $2.47 Billion | $7.61 Billion | ▼ -1.1 pp |
| 2025 | 33.5% | $2.51 Billion | $- | $2.51 Billion | $7.50 Billion | ▼ -10.3 pp |
| 2024 | 43.8% | $3.14 Billion | $- | $3.14 Billion | $7.17 Billion | ▼ -139.6 pp |
| 2023 | 183.4% | $11.93 Billion | $11.35 Billion | $575.54 Million | $6.50 Billion | ▲ +40.5 pp |
| 2022 | 142.9% | $8.50 Billion | $5.07 Billion | $3.44 Billion | $5.95 Billion | ▼ -24.0 pp |
| 2021 | 166.9% | $8.10 Billion | $4.91 Billion | $3.19 Billion | $4.85 Billion | ▼ -17.3 pp |
| 2020 | 184.2% | $7.78 Billion | $4.92 Billion | $2.85 Billion | $4.22 Billion | ▲ +115.5 pp |
| 2019 | 68.7% | $2.54 Billion | $- | $2.54 Billion | $3.69 Billion | — |