Bank of Montreal Strategic Asset Allocation Index
Bank of Montreal 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 net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Bank of Montreal (2014–2025)
Strategic asset allocation index of Bank of Montreal from 2014 to 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. Check BMO tangible net assets ratio to evaluate the tangible quality of the company's equity base.
Bank of Montreal Strategic Asset Allocation Index by Year (2014–2025)
Bank of Montreal strategic asset allocation index by year from 2014 to 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 live market cap and overall valuation, see BMO stock market capitalisation.
| 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 | — |