Private Equity Holding AG - Asset Resilience Ratio

Latest as of March 2015: 0.27%

Private Equity Holding AG (PEHN) has an Asset Resilience Ratio of 0.27% as of March 2015. 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. For the complete balance sheet picture, see PEHN asset base.

Liquid Assets

CHF585.00K
≈ $739.60K USD Cash + Short-term Investments

Total Assets

CHF217.19 Million
≈ $274.59 Million USD All company assets

Resilience Assessment

Low
Financial Resilience Level

Asset Resilience Ratio Trend (2006–2020)

This chart shows how Private Equity Holding AG's Asset Resilience Ratio has changed over time. Read PEHN current and long-term liabilities for a breakdown of total debt and financial obligations.

Liquid Assets Composition Over Time

This chart breaks down Private Equity Holding AG's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. See PEHN defensive interval ratio to measure how many days the company can operate on defensive assets alone.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents CHF0.00 0%
Short-term Investments CHF585.00K 0.27%
Total Liquid Assets CHF585.00K 0.27%

Asset Resilience Insights

  • Limited Liquidity: Private Equity Holding AG maintains only 0.27% 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.

Private Equity Holding AG Industry Peers by Asset Resilience Ratio

Compare Private Equity Holding AG's asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Gresham House Energy Storage Fund PLC
LSE:GRID
Asset Management 13.08%
Amundi SA
PA:AMUN
Asset Management 5.80%
Sprott Physical Gold Trust
TO:PHYS
Asset Management 99.63%
Industrivarden AB ser. A
ST:INDU-A
Asset Management 0.68%
Caitong Securities Co Ltd
SHG:601108
Asset Management 13.57%
Anxin Trust Co Ltd
SHG:600816
Asset Management 36.21%
Sprott Inc.
TO:SII
Asset Management 1.84%
CI Financial Corp
TO:CIX
Asset Management 1.81%

Annual Asset Resilience Ratio for Private Equity Holding AG (2006–2020)

The table below shows the annual Asset Resilience Ratio data for Private Equity Holding AG.

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2020-03-31 -0.68% CHF-1.95 Million
≈ $-2.47 Million
CHF286.52 Million
≈ $362.24 Million
+0.00pp
2019-03-31 -0.68% CHF-1.83 Million
≈ $-2.32 Million
CHF268.53 Million
≈ $339.50 Million
-0.95pp
2015-03-31 0.27% CHF585.00K
≈ $739.60K
CHF217.19 Million
≈ $274.59 Million
+0.02pp
2014-03-31 0.25% CHF523.00K
≈ $661.21K
CHF211.94 Million
≈ $267.95 Million
-1.04pp
2011-03-31 1.29% CHF2.60 Million
≈ $3.29 Million
CHF201.64 Million
≈ $254.93 Million
-0.90pp
2010-03-31 2.19% CHF4.53 Million
≈ $5.73 Million
CHF206.76 Million
≈ $261.41 Million
+1.22pp
2006-03-31 0.97% CHF1.16 Million
≈ $1.47 Million
CHF119.77 Million
≈ $151.42 Million
--
pp = percentage points

About Private Equity Holding AG

SW:PEHN Switzerland Asset Management
Market Cap
$188.02 Million
CHF148.72 Million CHF
Market Cap Rank
#17731 Global
#177 in Switzerland
Share Price
CHF60.80
Change (1 day)
-0.33%
52-Week Range
CHF58.50 - CHF68.00
All Time High
CHF96.92
About

Private Equity Holding AG specializes in fund of funds, secondary indirect investments and selective direct co-investments. With fund of funds investments, it seeks to invest in venture funds, buyout funds, special situation, secondary and balanced funds. Private Equity Holding AG will not invest in early stage venture or mega-buyout funds. Investments in venture fund are primarily in the technol… Read more