Bank of Montreal (BMO) — Strategic Asset Allocation Index
Bank of Montreal (BMO) has a Strategic Asset Allocation Index of 493.9% as of January 2026. Strategic assets (PP&E of CA$6.14 Billion plus long-term investments of CA$417.42 Billion) total CA$423.56 Billion, measured against net assets of CA$85.75 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Bank of Montreal (BMO) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Bank of Montreal Strategic Asset Allocation Index (2014–2025)
This chart shows how Bank of Montreal's Strategic Asset Allocation Index has evolved across 16 annual periods from 2014 to 2025. As of January 2026, the index stands at 493.9%, representing strategic assets of CA$423.56 Billion against net assets of CA$85.75 Billion CAD. For live market cap and overall valuation, see market value of Bank of Montreal.
Annual Strategic Asset Allocation Index for Bank of Montreal (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Bank of Montreal from 2014 to 2025, covering 16 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 of Montreal net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CAD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 484.6% | CA$426.95 Billion | CA$6.25 Billion | CA$420.69 Billion | CA$88.10 Billion | ▲ +4.3 pp |
| 2024 | 480.3% | CA$404.86 Billion | CA$6.25 Billion | CA$398.61 Billion | CA$84.29 Billion | ▲ +53.8 pp |
| 2023 | 426.6% | CA$328.62 Billion | CA$6.24 Billion | CA$322.38 Billion | CA$77.04 Billion | ▲ +35.2 pp |
| 2022 | 391.4% | CA$278.02 Billion | CA$5.10 Billion | CA$272.92 Billion | CA$71.04 Billion | ▼ -21.6 pp |
| 2021 | 413.0% | CA$237.56 Billion | CA$4.87 Billion | CA$232.69 Billion | CA$57.52 Billion | ▼ -9.5 pp |
| 2020 | 422.5% | CA$239.12 Billion | CA$4.86 Billion | CA$234.26 Billion | CA$56.59 Billion | ▲ +45.9 pp |
| 2019 | 376.6% | CA$192.36 Billion | CA$2.92 Billion | CA$189.44 Billion | CA$51.08 Billion | ▼ -25.5 pp |
| 2018 | 402.1% | CA$183.86 Billion | CA$2.92 Billion | CA$180.94 Billion | CA$45.73 Billion | ▼ -1062.0 pp |
| 2017 | 1464.1% | CA$968.62 Billion | CA$17.22 Billion | CA$951.41 Billion | CA$66.16 Billion | ▲ +1089.5 pp |
| 2017 | 374.6% | CA$166.16 Billion | CA$2.96 Billion | CA$163.20 Billion | CA$44.35 Billion | ▼ -1113.7 pp |
| 2016 | 1488.3% | CA$883.20 Billion | CA$16.03 Billion | CA$867.17 Billion | CA$59.34 Billion | ▲ +1128.9 pp |
| 2016 | 359.4% | CA$152.13 Billion | CA$2.15 Billion | CA$149.99 Billion | CA$42.33 Billion | ▼ -1123.8 pp |
| 2015 | 1483.2% | CA$1.02 Trillion | CA$19.13 Billion | CA$999.33 Billion | CA$68.67 Billion | ▲ +1331.0 pp |
| 2015 | 152.2% | CA$60.74 Billion | CA$2.29 Billion | CA$58.46 Billion | CA$39.91 Billion | ▼ -1367.2 pp |
| 2014 | 1519.4% | CA$1.15 Trillion | CA$19.56 Billion | CA$1.13 Trillion | CA$75.92 Billion | ▲ +1348.3 pp |
| 2014 | 171.1% | CA$60.57 Billion | CA$2.28 Billion | CA$58.30 Billion | CA$35.40 Billion | — |