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.
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. Explore UHAL cash generation efficiency to assess how effectively this company generates cash.
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. 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) |
|---|---|---|---|---|---|---|
| 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 | — |