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. Check Bank Leumi Le-Israel B.M (LUMI) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
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. See LUMI FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see Bank Leumi Le-Israel B.M stock valuation.
| 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 | — |