Bank Leumi Le-Israel B.M (LUMI) — Strategic Asset Allocation Index
Bank Leumi Le-Israel B.M (LUMI) has a Strategic Asset Allocation Index of 300.6% as of March 2026. Strategic assets (PP&E of ILA- plus long-term investments of ILA207.02 Billion) total ILA207.02 Billion, measured against net assets of ILA68.87 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See LUMI equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Bank Leumi Le-Israel B.M Strategic Asset Allocation Index (2000–2025)
This chart shows how Bank Leumi Le-Israel B.M's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 300.6%, representing strategic assets of ILA207.02 Billion against net assets of ILA68.87 Billion ILA. For live market cap and overall valuation, see market cap of Bank Leumi Le-Israel B.M.
Annual Strategic Asset Allocation Index for Bank Leumi Le-Israel B.M (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Bank Leumi Le-Israel B.M 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 Bank Leumi Le-Israel B.M (LUMI) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 258.8% | ILA176.34 Billion | ILA- | ILA176.34 Billion | ILA68.14 Billion | ▲ +4.4 pp |
| 2024 | 254.4% | ILA156.87 Billion | ILA- | ILA156.87 Billion | ILA61.66 Billion | ▼ -96.9 pp |
| 2023 | 351.3% | ILA191.47 Billion | ILA- | ILA191.47 Billion | ILA54.50 Billion | ▲ +114.5 pp |
| 2022 | 236.8% | ILA117.08 Billion | ILA2.54 Billion | ILA114.53 Billion | ILA49.44 Billion | ▼ -12.7 pp |
| 2021 | 249.5% | ILA104.90 Billion | ILA2.83 Billion | ILA102.07 Billion | ILA42.05 Billion | ▼ -43.0 pp |
| 2020 | 292.5% | ILA111.41 Billion | ILA3.07 Billion | ILA108.34 Billion | ILA38.09 Billion | ▲ +16.9 pp |
| 2019 | 275.5% | ILA98.85 Billion | ILA2.16 Billion | ILA96.68 Billion | ILA35.87 Billion | ▲ +255.2 pp |
| 2018 | 20.3% | ILA90.06 Billion | ILA2.11 Billion | ILA87.94 Billion | ILA442.98 Billion | ▼ -247.6 pp |
| 2017 | 267.9% | ILA89.89 Billion | ILA2.21 Billion | ILA87.68 Billion | ILA33.55 Billion | ▼ -19.4 pp |
| 2016 | 287.3% | ILA91.10 Billion | ILA2.34 Billion | ILA88.76 Billion | ILA31.71 Billion | ▲ +79.5 pp |
| 2015 | 207.8% | ILA60.47 Billion | ILA2.02 Billion | ILA58.45 Billion | ILA29.11 Billion | ▲ +41.0 pp |
| 2014 | 166.7% | ILA43.58 Billion | ILA2.24 Billion | ILA41.34 Billion | ILA26.14 Billion | ▼ -47.8 pp |
| 2013 | 214.6% | ILA56.79 Billion | ILA2.24 Billion | ILA54.55 Billion | ILA26.47 Billion | ▲ +205.6 pp |
| 2012 | 9.0% | ILA2.27 Billion | ILA2.27 Billion | ILA- | ILA25.23 Billion | ▲ +8.3 pp |
| 2011 | 0.7% | ILA2.38 Billion | ILA2.38 Billion | ILA- | ILA335.86 Billion | ▼ -0.1 pp |
| 2010 | 0.8% | ILA2.38 Billion | ILA2.38 Billion | ILA- | ILA301.38 Billion | ▼ -15.3 pp |
| 2009 | 16.0% | ILA3.55 Billion | ILA3.55 Billion | ILA- | ILA22.14 Billion | ▲ +14.9 pp |
| 2008 | 1.2% | ILA3.44 Billion | ILA3.44 Billion | ILA- | ILA290.16 Billion | ▲ +0.1 pp |
| 2007 | 1.1% | ILA3.28 Billion | ILA3.28 Billion | ILA- | ILA301.92 Billion | ▼ 0.0 pp |
| 2006 | 1.1% | ILA3.06 Billion | ILA3.06 Billion | ILA- | ILA273.72 Billion | ▲ +0.0 pp |
| 2005 | 1.1% | ILA2.84 Billion | ILA2.84 Billion | ILA- | ILA255.57 Billion | ▲ +0.0 pp |
| 2004 | 1.1% | ILA2.67 Billion | ILA2.67 Billion | ILA- | ILA244.53 Billion | ▼ -17.0 pp |
| 2003 | 18.0% | ILA2.61 Billion | ILA2.61 Billion | ILA- | ILA14.47 Billion | ▼ -0.8 pp |
| 2002 | 18.8% | ILA2.60 Billion | ILA2.60 Billion | ILA- | ILA13.82 Billion | ▲ +0.7 pp |
| 2001 | 18.1% | ILA2.33 Billion | ILA2.33 Billion | ILA- | ILA12.84 Billion | ▲ +1.0 pp |
| 2000 | 17.1% | ILA1.98 Billion | ILA1.98 Billion | ILA- | ILA11.55 Billion | — |