U-Haul Holding Company (UHAL) — Strategic Asset Allocation Index
U-Haul Holding Company (UHAL) has a Strategic Asset Allocation Index of 32.8% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $2.54 Billion) total $2.54 Billion, measured against net assets of $7.74 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See U-Haul Holding Company balance sheet quality 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 (2000–2025)
This chart shows how U-Haul Holding Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 32.8%, representing strategic assets of $2.54 Billion against net assets of $7.74 Billion USD. For live market cap and overall valuation, see UHAL stock market capitalisation.
Annual Strategic Asset Allocation Index for U-Haul Holding Company (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for U-Haul Holding Company 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. See U-Haul Holding Company (UHAL) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (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 | ▼ -182.1 pp |
| 2023 | 225.9% | $14.70 Billion | $11.35 Billion | $3.35 Billion | $6.50 Billion | ▲ +55.1 pp |
| 2022 | 170.8% | $10.17 Billion | $9.63 Billion | $543.75 Million | $5.95 Billion | ▼ -10.9 pp |
| 2021 | 181.8% | $8.82 Billion | $8.33 Billion | $489.76 Million | $4.85 Billion | ▼ -12.6 pp |
| 2020 | 194.4% | $8.20 Billion | $7.84 Billion | $360.37 Million | $4.22 Billion | ▼ -28.7 pp |
| 2019 | 223.0% | $8.23 Billion | $7.93 Billion | $300.74 Million | $3.69 Billion | ▲ +11.3 pp |
| 2018 | 211.7% | $7.22 Billion | $6.82 Billion | $399.06 Million | $3.41 Billion | ▼ -29.8 pp |
| 2017 | 241.5% | $6.33 Billion | $5.96 Billion | $367.83 Million | $2.62 Billion | ▲ +4.8 pp |
| 2016 | 236.6% | $5.33 Billion | $5.02 Billion | $310.07 Million | $2.25 Billion | ▲ +4.4 pp |
| 2015 | 232.2% | $4.38 Billion | $4.11 Billion | $268.72 Million | $1.88 Billion | ▼ -7.3 pp |
| 2014 | 239.5% | $3.66 Billion | $3.41 Billion | $248.85 Million | $1.53 Billion | ▼ -4.3 pp |
| 2013 | 243.8% | $3.00 Billion | $2.76 Billion | $241.76 Million | $1.23 Billion | ▼ -10.9 pp |
| 2012 | 254.7% | $2.64 Billion | $2.37 Billion | $265.63 Million | $1.04 Billion | ▲ +43.7 pp |
| 2011 | 210.9% | $2.09 Billion | $2.09 Billion | $- | $993.02 Million | ▼ -28.8 pp |
| 2010 | 239.7% | $1.95 Billion | $1.95 Billion | $- | $812.91 Million | ▼ -41.0 pp |
| 2009 | 280.6% | $2.01 Billion | $2.01 Billion | $- | $717.63 Million | ▲ +15.5 pp |
| 2008 | 265.2% | $2.01 Billion | $2.01 Billion | $- | $758.43 Million | ▲ +1.0 pp |
| 2007 | 264.2% | $1.90 Billion | $1.90 Billion | $- | $718.10 Million | ▲ +43.5 pp |
| 2006 | 220.7% | $1.54 Billion | $1.54 Billion | $- | $695.60 Million | ▼ -21.0 pp |
| 2005 | 241.7% | $1.35 Billion | $1.35 Billion | $- | $560.29 Million | ▼ -57.8 pp |
| 2004 | 299.5% | $1.45 Billion | $1.45 Billion | $- | $484.70 Million | ▼ -347.6 pp |
| 2003 | 647.2% | $1.95 Billion | $1.95 Billion | $- | $300.74 Million | ▲ +194.1 pp |
| 2002 | 453.1% | $1.91 Billion | $1.91 Billion | $- | $422.66 Million | ▼ -75.3 pp |
| 2001 | 528.4% | $1.36 Billion | $1.36 Billion | $- | $257.89 Million | ▲ +292.2 pp |
| 2000 | 236.2% | $1.38 Billion | $1.38 Billion | $- | $585.29 Million | — |