U-Haul Holding Company (UHAL-B) — 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 UHAL-B equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
U-Haul Holding Company Strategic Asset Allocation Index (2019–2026)
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. For live market cap and overall valuation, see U-Haul Holding Company (UHAL-B) market capitalisation.
Annual Strategic Asset Allocation Index for U-Haul Holding Company (2019–2026)
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. See U-Haul Holding Company 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) |
|---|---|---|---|---|---|---|
| 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 | — |