UWM Holdings Corp Strategic Asset Allocation Index

Latest as of December 2025: 6.3%

UWM Holdings Corp strategic asset allocation index. 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 net asset quality score 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

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

Strategic asset allocation index of UWM Holdings Corp from 2017 to 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. Check UWMC tangible net worth ratio to evaluate the tangible quality of the company's equity base.

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

UWM Holdings Corp strategic asset allocation index by year from 2017 to 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. For live market cap and overall valuation, see UWM Holdings Corp (UWMC) total market value.

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