Endowment Pool Performance Update
FISCAL YEAR END SUMMARY ENDING JUNE 30, 2026
FY26 Summary
- FY26 return of 14.9% for the Endowment Pool
- $362,182,700 increase over the prior fiscal year
- $71M+ distributed from the endowment pool to support the University of Utah through scholarship, research, operations, and other donor-directed initiatives
Total Endowment (as of 06/30/26)
- Total Endowment ranks 85th among all endowments *
- Endowment per full-time student is $58,315.50
*According to the NACUBO June 30, 2025 survey
Current Asset Allocation
(as of 06/30/26)
| Asset Class | Target | Range | Actual |
|---|---|---|---|
| Global Equity | 55% | 30%-65% | 61.5% |
| Public Equity | 25% | 15%-50% | 40.3% |
| Private Equity | 30% | 0%-40% | 21.2% |
| Global Fixed Income / Credit | 15% | 5%-40% | 17.0% |
| Core, Rate Sensitive | 10% | 5%-40% | 11.7% |
| Credit Sensitive | 5% | 0%-15% | 5.3% |
| Real Assets | 12% | 5%-20% | 6.4% |
| Diversifying Strategies | 18% | 0%-30% | 12.5% |
| Cash | 0% | 0%-10% | 2.6% |
Historical Summary
Endowment Performance (as of 06/30/26)
*70% MSCI ACWI/30% Bloomberg Agg — A custom benchmark composed of a 70% allocation to the MSCI ACWI Index, which represents large- and mid-cap stocks across developed and emerging markets, and a 30% allocation to the Bloomberg Aggregate Bond Index.