Mercedes-Benz Group AG (MBG) — Strategic Asset Allocation Index

Latest as of September 2023: 43.7%

Mercedes-Benz Group AG (MBG) has a Strategic Asset Allocation Index of 43.7% as of September 2023. Strategic assets (PP&E of €40.22 Billion plus long-term investments of €-) total €40.22 Billion, measured against net assets of €92.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See MBG net asset quality score to measure how much of total assets are equity-financed.

SAAI

43.7%
Strategic Assets / Net Assets

Strategic Assets

€40.22 Billion
PP&E + LT Investments

PP&E

€40.22 Billion
EUR

Net Assets

€92.02 Billion
EUR

Mercedes-Benz Group AG Strategic Asset Allocation Index (2007–2022)

This chart shows how Mercedes-Benz Group AG's Strategic Asset Allocation Index has evolved across 13 annual periods from 2007 to 2022. As of September 2023, the index stands at 43.7%, representing strategic assets of €40.22 Billion against net assets of €92.02 Billion EUR. For live market cap and overall valuation, see MBG market cap.

Annual Strategic Asset Allocation Index for Mercedes-Benz Group AG (2007–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Mercedes-Benz Group AG from 2007 to 2022, covering 13 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. See Mercedes-Benz Group AG (MBG) shareholders funds for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 47.4% €40.98 Billion €40.98 Billion €- €86.54 Billion ▼ -9.9 pp
2021 57.3% €41.90 Billion €41.90 Billion €- €73.17 Billion ▼ -27.6 pp
2020 84.9% €52.85 Billion €52.85 Billion €- €62.25 Billion ▼ -11.4 pp
2019 96.3% €60.52 Billion €55.58 Billion €4.94 Billion €62.84 Billion ▲ +14.5 pp
2018 81.8% €54.02 Billion €49.37 Billion €4.65 Billion €66.05 Billion ▲ +4.2 pp
2017 77.6% €50.66 Billion €45.98 Billion €4.67 Billion €65.31 Billion ▼ -3.3 pp
2016 80.8% €47.79 Billion €43.75 Billion €4.04 Billion €59.13 Billion ▼ -36.4 pp
2015 117.2% €64.03 Billion €60.42 Billion €3.61 Billion €54.62 Billion ▼ -8.4 pp
2014 125.6% €55.99 Billion €53.72 Billion €2.27 Billion €44.58 Billion ▲ +7.8 pp
2013 117.8% €51.09 Billion €47.67 Billion €3.42 Billion €43.36 Billion ▼ -86.6 pp
2009 204.4% €65.06 Billion €34.50 Billion €30.56 Billion €31.83 Billion ▼ -11.4 pp
2008 215.8% €94.96 Billion €49.00 Billion €45.96 Billion €44.01 Billion ▲ +44.3 pp
2007 171.5% €96.59 Billion €50.50 Billion €46.08 Billion €56.31 Billion
pp = percentage points