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.
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. Explore Bank of Montreal operating cash flow efficiency to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see BMO company net worth.
| 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 | — |