UWM Holdings Corp (UWMC) — Strategic Asset Allocation Index

Latest as of December 2025: 6.3%

UWM Holdings Corp (UWMC) has a Strategic Asset Allocation Index of 6.3% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $100.51 Million) total $100.51 Million, measured against net assets of $1.59 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UWMC equity financing ratio to measure how much of total assets are equity-financed.

SAAI

6.3%
Strategic Assets / Net Assets

Strategic Assets

$100.51 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.59 Billion
USD

UWM Holdings Corp Strategic Asset Allocation Index (2017–2025)

This chart shows how UWM Holdings Corp's Strategic Asset Allocation Index has evolved across 9 annual periods from 2017 to 2025. As of December 2025, the index stands at 6.3%, representing strategic assets of $100.51 Million against net assets of $1.59 Billion USD. For live market cap and overall valuation, see market cap of UWM Holdings Corp.

Annual Strategic Asset Allocation Index for UWM Holdings Corp (2017–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for UWM Holdings Corp from 2017 to 2025, covering 9 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 UWMC net asset value for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 6.3% $100.51 Million $- $100.51 Million $1.59 Billion ▲ +1.3 pp
2024 5.0% $103.01 Million $- $103.01 Million $2.05 Billion ▲ +0.6 pp
2023 4.5% $110.35 Million $- $110.35 Million $2.47 Billion ▼ -238.8 pp
2022 243.3% $7.72 Billion $152.48 Million $7.56 Billion $3.17 Billion ▼ -319.7 pp
2021 562.9% $17.85 Billion $313.54 Million $17.54 Billion $3.17 Billion ▲ +553.5 pp
2020 9.4% $223.60 Million $223.60 Million $- $2.37 Billion ▼ -11.9 pp
2019 21.3% $140.85 Million $140.85 Million $- $661.32 Million ▲ +6.1 pp
2018 15.2% $48.58 Million $48.58 Million $- $319.05 Million ▲ +14.9 pp
2017 0.3% $763.00K $763.00K $- $233.11 Million
pp = percentage points