Heidelberger Beteiligungsholding AG - Asset Resilience Ratio
Heidelberger Beteiligungsholding AG (IPOK) has an Asset Resilience Ratio of 5.18% as of June 2025. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2016–2024)
This chart shows how Heidelberger Beteiligungsholding AG's Asset Resilience Ratio has changed over time. Check IPOK strategic asset allocation to assess the company's strategic physical and investment asset allocation.
Liquid Assets Composition Over Time
This chart breaks down Heidelberger Beteiligungsholding AG's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see Heidelberger Beteiligungsholding AG stock valuation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | €0.00 | 0% |
| Short-term Investments | €543.00K | 5.18% |
| Total Liquid Assets | €543.00K | 5.18% |
Asset Resilience Insights
- Limited Liquidity: Heidelberger Beteiligungsholding AG maintains only 5.18% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Heidelberger Beteiligungsholding AG Industry Peers by Asset Resilience Ratio
Compare Heidelberger Beteiligungsholding AG's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Gryphon Capital Income Trust
AU:GCI |
Asset Management | 1.82% |
|
Northern Trust Corporation
NASDAQ:NTRS |
Asset Management | 6.11% |
|
Franklin Resources Inc
NYSE:BEN |
Asset Management | 10.71% |
|
Sprott Physical Gold and Silver Trust
TO:CEF |
Asset Management | 99.66% |
|
Janus Henderson Group PLC
F:HDJA |
Asset Management | 18.51% |
|
Maase Inc.
NASDAQ:MAAS |
Asset Management | 13.56% |
|
KBC Ancora
BR:KBCA |
Asset Management | 1.63% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
Annual Asset Resilience Ratio for Heidelberger Beteiligungsholding AG (2016–2024)
The table below shows the annual Asset Resilience Ratio data for Heidelberger Beteiligungsholding AG.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-12-31 | 10.73% | €2.82 Million ≈ $3.30 Million |
€26.31 Million ≈ $30.76 Million |
-36.93pp |
| 2023-12-31 | 47.66% | €10.15 Million ≈ $11.87 Million |
€21.30 Million ≈ $24.90 Million |
-19.09pp |
| 2022-12-31 | 66.75% | €12.35 Million ≈ $14.44 Million |
€18.51 Million ≈ $21.64 Million |
+18.66pp |
| 2021-12-31 | 48.09% | €12.94 Million ≈ $15.13 Million |
€26.91 Million ≈ $31.46 Million |
-4.95pp |
| 2020-12-31 | 53.04% | €13.15 Million ≈ $15.37 Million |
€24.78 Million ≈ $28.97 Million |
+2.61pp |
| 2019-12-31 | 50.43% | €14.85 Million ≈ $17.36 Million |
€29.44 Million ≈ $34.41 Million |
+7.95pp |
| 2018-12-31 | 42.48% | €13.39 Million ≈ $15.66 Million |
€31.53 Million ≈ $36.86 Million |
+0.29pp |
| 2017-12-31 | 42.19% | €14.54 Million ≈ $17.00 Million |
€34.46 Million ≈ $40.29 Million |
+12.09pp |
| 2016-12-31 | 30.10% | €8.24 Million ≈ $9.64 Million |
€27.38 Million ≈ $32.02 Million |
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About Heidelberger Beteiligungsholding AG
Heidelberger Beteiligungsholding AG operates as an investment company in Germany. The company primarily invests in listed securities. Heidelberger Beteiligungsholding AG is headquartered in Heidelberg, Germany.