Sofina Société Anonyme Strategic Asset Allocation Index
Sofina Société Anonyme strategic asset allocation index. Sofina Société Anonyme (SOF) has a Strategic Asset Allocation Index of 103.1% as of June 2025. Strategic assets (PP&E of €- plus long-term investments of €10.12 Billion) total €10.12 Billion, measured against net assets of €9.81 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Sofina Société Anonyme balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Sofina Société Anonyme (2000–2024)
Strategic asset allocation index of Sofina Société Anonyme from 2000 to 2024. This chart shows how Sofina Société Anonyme's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of June 2025, the index stands at 103.1%, representing strategic assets of €10.12 Billion against net assets of €9.81 Billion EUR. Check SOF tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Sofina Société Anonyme Strategic Asset Allocation Index by Year (2000–2024)
Sofina Société Anonyme strategic asset allocation index by year from 2000 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Sofina Société Anonyme from 2000 to 2024, covering 25 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 SOF company net worth.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 100.0% | €10.31 Billion | €- | €10.31 Billion | €10.31 Billion | ▲ +0.2 pp |
| 2023 | 99.8% | €9.06 Billion | €- | €9.06 Billion | €9.08 Billion | ▲ +3.4 pp |
| 2022 | 96.3% | €8.97 Billion | €- | €8.97 Billion | €9.31 Billion | ▼ -1.8 pp |
| 2021 | 98.1% | €11.14 Billion | €9.60 Million | €11.13 Billion | €11.35 Billion | ▲ +7.4 pp |
| 2020 | 90.8% | €8.08 Billion | €10.59 Million | €8.07 Billion | €8.90 Billion | ▲ +4.4 pp |
| 2019 | 86.4% | €6.59 Billion | €10.66 Million | €6.58 Billion | €7.63 Billion | ▼ -4.1 pp |
| 2018 | 90.5% | €5.92 Billion | €10.58 Million | €5.91 Billion | €6.54 Billion | ▲ +1.9 pp |
| 2017 | 88.6% | €5.03 Billion | €14.95 Million | €5.02 Billion | €5.68 Billion | ▼ -8.0 pp |
| 2016 | 96.6% | €5.09 Billion | €14.99 Million | €5.07 Billion | €5.27 Billion | ▲ +5.5 pp |
| 2015 | 91.0% | €4.74 Billion | €14.94 Million | €4.73 Billion | €5.21 Billion | ▲ +0.1 pp |
| 2014 | 90.9% | €4.23 Billion | €15.35 Million | €4.21 Billion | €4.65 Billion | ▲ +1.2 pp |
| 2013 | 89.7% | €3.69 Billion | €15.90 Million | €3.67 Billion | €4.11 Billion | ▲ +89.3 pp |
| 2012 | 0.4% | €16.38 Million | €16.38 Million | €- | €3.68 Billion | ▼ 0.0 pp |
| 2011 | 0.5% | €17.05 Million | €17.05 Million | €- | €3.47 Billion | ▲ +0.0 pp |
| 2010 | 0.5% | €17.62 Million | €17.62 Million | €- | €3.71 Billion | ▼ -0.1 pp |
| 2009 | 0.5% | €18.55 Million | €18.55 Million | €- | €3.42 Billion | ▲ +0.1 pp |
| 2008 | 0.4% | €14.30 Million | €14.30 Million | €- | €3.24 Billion | ▲ +0.1 pp |
| 2007 | 0.3% | €14.70 Million | €14.70 Million | €- | €4.38 Billion | ▼ 0.0 pp |
| 2006 | 0.4% | €15.05 Million | €15.05 Million | €- | €4.15 Billion | ▼ 0.0 pp |
| 2005 | 0.4% | €13.86 Million | €13.86 Million | €- | €3.45 Billion | ▲ +0.2 pp |
| 2004 | 0.2% | €4.85 Million | €4.85 Million | €- | €2.76 Billion | ▲ +0.1 pp |
| 2003 | 0.1% | €1.46 Million | €1.46 Million | €- | €1.84 Billion | ▲ +0.0 pp |
| 2002 | 0.1% | €925.00K | €925.00K | €- | €1.72 Billion | ▼ 0.0 pp |
| 2001 | 0.1% | €1.31 Million | €1.31 Million | €- | €2.06 Billion | ▲ +0.0 pp |
| 2000 | 0.0% | €305.00K | €305.00K | €- | €2.05 Billion | — |