Clientele (CLI) — Strategic Asset Allocation Index

Latest as of June 2025: 183.3%

Clientele (CLI) has a Strategic Asset Allocation Index of 183.3% as of June 2025. Strategic assets (PP&E of ZAC- plus long-term investments of ZAC10.83 Billion) total ZAC10.83 Billion, measured against net assets of ZAC5.91 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See CLI equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

183.3%
Strategic Assets / Net Assets

Strategic Assets

ZAC10.83 Billion
PP&E + LT Investments

PP&E

ZAC-
ZAC

Net Assets

ZAC5.91 Billion
ZAC

Clientele Strategic Asset Allocation Index (2014–2025)

This chart shows how Clientele's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2025, the index stands at 183.3%, representing strategic assets of ZAC10.83 Billion against net assets of ZAC5.91 Billion ZAC. For live market cap and overall valuation, see CLI company net worth.

Annual Strategic Asset Allocation Index for Clientele (2014–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Clientele from 2014 to 2025, covering 12 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 CLI book value for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (ZAC) PP&E LT Investments Net Assets Change (pp)
2025 183.3% ZAC10.83 Billion ZAC- ZAC10.83 Billion ZAC5.91 Billion ▼ -26.1 pp
2024 209.4% ZAC6.87 Billion ZAC- ZAC6.87 Billion ZAC3.28 Billion ▼ -764.3 pp
2023 973.7% ZAC11.42 Billion ZAC467.54 Million ZAC10.95 Billion ZAC1.17 Billion ▲ +125.5 pp
2022 848.2% ZAC9.69 Billion ZAC456.01 Million ZAC9.23 Billion ZAC1.14 Billion ▲ +23.8 pp
2021 824.4% ZAC8.91 Billion ZAC460.04 Million ZAC8.45 Billion ZAC1.08 Billion ▼ -44.8 pp
2020 869.2% ZAC8.81 Billion ZAC470.43 Million ZAC8.34 Billion ZAC1.01 Billion ▲ +101.8 pp
2019 767.3% ZAC8.64 Billion ZAC477.76 Million ZAC8.16 Billion ZAC1.13 Billion ▲ +394.3 pp
2018 373.1% ZAC4.21 Billion ZAC469.39 Million ZAC3.74 Billion ZAC1.13 Billion ▲ +82.4 pp
2017 290.7% ZAC2.95 Billion ZAC468.53 Million ZAC2.48 Billion ZAC1.02 Billion ▼ -6.8 pp
2016 297.5% ZAC2.58 Billion ZAC456.16 Million ZAC2.12 Billion ZAC865.55 Million ▲ +252.2 pp
2015 45.3% ZAC335.20 Million ZAC335.20 Million ZAC- ZAC740.20 Million ▲ +5.3 pp
2014 40.0% ZAC247.40 Million ZAC247.40 Million ZAC- ZAC618.85 Million
pp = percentage points