Macquarie Group Ltd Strategic Asset Allocation Index
Macquarie Group Ltd strategic asset allocation index. Macquarie Group Ltd (MQG) has a Strategic Asset Allocation Index of 17.3% as of September 2025. Strategic assets (PP&E of AU$6.09 Billion plus long-term investments of AU$-) total AU$6.09 Billion, measured against net assets of AU$35.19 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of Macquarie Group Ltd to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Macquarie Group Ltd (2000–2025)
Strategic asset allocation index of Macquarie Group Ltd from 2000 to 2025. This chart shows how Macquarie Group Ltd's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of September 2025, the index stands at 17.3%, representing strategic assets of AU$6.09 Billion against net assets of AU$35.19 Billion AUD.
Macquarie Group Ltd Strategic Asset Allocation Index by Year (2000–2025)
Macquarie Group Ltd strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Macquarie Group Ltd from 2000 to 2025, covering 26 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 market value of Macquarie Group Ltd.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 100.9% | AU$36.10 Billion | AU$6.93 Billion | AU$29.18 Billion | AU$35.79 Billion | ▼ -15.3 pp |
| 2024 | 116.1% | AU$39.48 Billion | AU$8.13 Billion | AU$31.35 Billion | AU$34.00 Billion | ▲ +16.2 pp |
| 2023 | 99.9% | AU$34.09 Billion | AU$6.64 Billion | AU$27.45 Billion | AU$34.11 Billion | ▲ +66.9 pp |
| 2022 | 33.0% | AU$9.52 Billion | AU$5.14 Billion | AU$4.37 Billion | AU$28.81 Billion | ▼ -49.4 pp |
| 2021 | 82.5% | AU$18.44 Billion | AU$4.68 Billion | AU$13.76 Billion | AU$22.35 Billion | ▼ -19.9 pp |
| 2020 | 102.3% | AU$22.29 Billion | AU$5.04 Billion | AU$17.25 Billion | AU$21.78 Billion | ▲ +14.8 pp |
| 2019 | 87.6% | AU$16.08 Billion | AU$4.70 Billion | AU$11.38 Billion | AU$18.36 Billion | ▼ -5.5 pp |
| 2018 | 93.0% | AU$16.91 Billion | AU$11.43 Billion | AU$5.49 Billion | AU$18.18 Billion | ▲ +8.5 pp |
| 2017 | 84.6% | AU$14.61 Billion | AU$11.01 Billion | AU$3.60 Billion | AU$17.27 Billion | ▼ -77.3 pp |
| 2016 | 161.9% | AU$25.36 Billion | AU$11.52 Billion | AU$13.84 Billion | AU$15.66 Billion | ▲ +32.3 pp |
| 2015 | 129.6% | AU$18.65 Billion | AU$7.08 Billion | AU$11.57 Billion | AU$14.40 Billion | ▼ -42.3 pp |
| 2014 | 171.9% | AU$20.48 Billion | AU$6.31 Billion | AU$14.17 Billion | AU$11.91 Billion | ▲ +124.7 pp |
| 2013 | 47.2% | AU$5.64 Billion | AU$5.64 Billion | AU$- | AU$11.95 Billion | ▲ +2.6 pp |
| 2012 | 44.6% | AU$5.24 Billion | AU$5.24 Billion | AU$- | AU$11.73 Billion | ▲ +2.7 pp |
| 2011 | 42.0% | AU$5.01 Billion | AU$5.01 Billion | AU$- | AU$11.93 Billion | ▲ +25.8 pp |
| 2010 | 16.1% | AU$1.90 Billion | AU$1.90 Billion | AU$- | AU$11.77 Billion | ▼ -11.1 pp |
| 2009 | 27.2% | AU$2.60 Billion | AU$2.60 Billion | AU$- | AU$9.56 Billion | ▲ +8.5 pp |
| 2008 | 18.7% | AU$1.88 Billion | AU$1.88 Billion | AU$- | AU$10.06 Billion | ▲ +0.7 pp |
| 2007 | 18.0% | AU$1.35 Billion | AU$1.35 Billion | AU$- | AU$7.52 Billion | ▼ -0.5 pp |
| 2006 | 18.5% | AU$986.00 Million | AU$986.00 Million | AU$- | AU$5.34 Billion | ▲ +14.7 pp |
| 2005 | 3.8% | AU$168.00 Million | AU$168.00 Million | AU$- | AU$4.43 Billion | ▲ +0.0 pp |
| 2004 | 3.7% | AU$106.00 Million | AU$106.00 Million | AU$- | AU$2.83 Billion | ▼ -1.1 pp |
| 2003 | 4.8% | AU$125.00 Million | AU$125.00 Million | AU$- | AU$2.58 Billion | ▼ -0.7 pp |
| 2002 | 5.6% | AU$135.00 Million | AU$135.00 Million | AU$- | AU$2.42 Billion | ▼ -2.5 pp |
| 2001 | 8.1% | AU$108.35 Million | AU$108.35 Million | AU$- | AU$1.34 Billion | ▲ +0.9 pp |
| 2000 | 7.2% | AU$88.74 Million | AU$88.74 Million | AU$- | AU$1.23 Billion | — |