U-Haul Holding Company (UHAL-B) — Strategic Asset Allocation Index
U-Haul Holding Company (UHAL-B) has a Strategic Asset Allocation Index of 32.4% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $2.47 Billion) total $2.47 Billion, measured against net assets of $7.61 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check U-Haul Holding Company (UHAL-B) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
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 March 2026, the index stands at 32.4%, representing strategic assets of $2.47 Billion against net assets of $7.61 Billion USD. See U-Haul Holding Company leverage flexibility ratio to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see market cap 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 | — |