Wells Fargo & Company (WFC) — Strategic Asset Allocation Index
Wells Fargo & Company (WFC) has a Strategic Asset Allocation Index of 303.1% as of March 2026. Strategic assets (PP&E of $11.50 Billion plus long-term investments of $535.04 Billion) total $546.54 Billion, measured against net assets of $180.31 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WFC net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wells Fargo & Company Strategic Asset Allocation Index (2000–2025)
This chart shows how Wells Fargo & Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 303.1%, representing strategic assets of $546.54 Billion against net assets of $180.31 Billion USD. For live market cap and overall valuation, see market value of Wells Fargo & Company.
Annual Strategic Asset Allocation Index for Wells Fargo & Company (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Wells Fargo & 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 shareholders equity of Wells Fargo & Company for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 301.2% | $551.24 Billion | $11.39 Billion | $539.84 Billion | $183.04 Billion | ▲ +27.8 pp |
| 2024 | 273.3% | $494.93 Billion | $14.15 Billion | $480.78 Billion | $181.07 Billion | ▲ +10.4 pp |
| 2023 | 262.9% | $492.88 Billion | $12.68 Billion | $480.20 Billion | $187.44 Billion | ▲ +194.6 pp |
| 2022 | 68.4% | $124.38 Billion | $8.35 Billion | $116.03 Billion | $181.88 Billion | ▼ -563.9 pp |
| 2021 | 632.3% | $1.20 Trillion | $8.57 Billion | $1.19 Trillion | $190.11 Billion | ▲ +317.8 pp |
| 2020 | 314.5% | $584.07 Billion | $20.60 Billion | $563.47 Billion | $185.71 Billion | ▼ -197.3 pp |
| 2019 | 511.8% | $962.02 Billion | $9.31 Billion | $952.71 Billion | $187.98 Billion | ▼ -230.6 pp |
| 2018 | 742.3% | $1.46 Trillion | $8.92 Billion | $1.45 Trillion | $197.07 Billion | ▲ +201.1 pp |
| 2017 | 541.3% | $1.13 Trillion | $8.85 Billion | $1.12 Trillion | $208.08 Billion | ▼ -9.8 pp |
| 2016 | 551.1% | $1.10 Trillion | $8.33 Billion | $1.10 Trillion | $200.50 Billion | ▲ +28.4 pp |
| 2015 | 522.7% | $1.01 Trillion | $8.70 Billion | $1.00 Trillion | $193.89 Billion | ▲ +18.6 pp |
| 2014 | 504.1% | $933.99 Billion | $8.74 Billion | $925.25 Billion | $185.26 Billion | ▲ +7.4 pp |
| 2013 | 496.8% | $849.56 Billion | $9.16 Billion | $840.41 Billion | $171.01 Billion | ▼ -31.2 pp |
| 2012 | 528.0% | $839.09 Billion | $9.43 Billion | $829.66 Billion | $158.91 Billion | ▲ +520.0 pp |
| 2011 | 8.0% | $11.36 Billion | $11.36 Billion | $- | $141.69 Billion | ▼ -654.3 pp |
| 2010 | 662.3% | $847.07 Billion | $9.64 Billion | $837.42 Billion | $127.89 Billion | ▲ +653.0 pp |
| 2009 | 9.4% | $10.74 Billion | $10.74 Billion | $- | $114.36 Billion | ▼ -3.8 pp |
| 2008 | 13.2% | $13.52 Billion | $13.52 Billion | $- | $102.32 Billion | ▼ -2.2 pp |
| 2007 | 15.4% | $7.34 Billion | $7.34 Billion | $- | $47.63 Billion | ▼ -1.6 pp |
| 2006 | 17.0% | $7.79 Billion | $7.79 Billion | $- | $45.81 Billion | ▼ -2.3 pp |
| 2005 | 19.3% | $7.83 Billion | $7.83 Billion | $- | $40.66 Billion | ▲ +9.1 pp |
| 2004 | 10.2% | $3.85 Billion | $3.85 Billion | $- | $37.87 Billion | ▼ -0.1 pp |
| 2003 | 10.3% | $3.53 Billion | $3.53 Billion | $- | $34.47 Billion | ▼ -1.9 pp |
| 2002 | 12.2% | $3.69 Billion | $3.69 Billion | $- | $30.32 Billion | ▼ -0.9 pp |
| 2001 | 13.0% | $3.55 Billion | $3.55 Billion | $- | $27.21 Billion | ▲ +0.1 pp |
| 2000 | 12.9% | $3.42 Billion | $3.42 Billion | $- | $26.49 Billion | — |