Personal Group Holdings PLC Strategic Asset Allocation Index
Personal Group Holdings PLC strategic asset allocation index. Personal Group Holdings PLC (PGH) has a Strategic Asset Allocation Index of 4.8% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX1.77 Million) total GBX1.77 Million, measured against net assets of GBX36.81 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Personal Group Holdings PLC (PGH) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Personal Group Holdings PLC (2000–2025)
Strategic asset allocation index of Personal Group Holdings PLC from 2000 to 2025. This chart shows how Personal Group Holdings PLC's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2025. As of December 2025, the index stands at 4.8%, representing strategic assets of GBX1.77 Million against net assets of GBX36.81 Million GBX. Check Personal Group Holdings PLC tangible book value ratio to evaluate the tangible quality of the company's equity base.
Personal Group Holdings PLC Strategic Asset Allocation Index by Year (2000–2025)
Personal Group Holdings PLC strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Personal Group Holdings PLC from 2000 to 2025, 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 PGH market cap.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 4.8% | GBX1.77 Million | GBX- | GBX1.77 Million | GBX36.81 Million | ▲ +0.2 pp |
| 2024 | 4.6% | GBX1.59 Million | GBX- | GBX1.59 Million | GBX34.84 Million | ▼ 0.0 pp |
| 2023 | 4.6% | GBX1.47 Million | GBX- | GBX1.47 Million | GBX32.00 Million | ▼ -20.2 pp |
| 2022 | 24.8% | GBX7.67 Million | GBX4.64 Million | GBX3.03 Million | GBX30.98 Million | ▲ +6.3 pp |
| 2021 | 18.5% | GBX7.63 Million | GBX5.03 Million | GBX2.60 Million | GBX41.28 Million | ▼ -1.2 pp |
| 2020 | 19.7% | GBX8.04 Million | GBX5.46 Million | GBX2.59 Million | GBX40.77 Million | ▼ -2.8 pp |
| 2019 | 22.5% | GBX8.55 Million | GBX5.98 Million | GBX2.56 Million | GBX38.02 Million | ▲ +5.2 pp |
| 2018 | 17.3% | GBX6.09 Million | GBX6.04 Million | GBX50.00K | GBX35.30 Million | ▼ -1.4 pp |
| 2017 | 18.6% | GBX6.29 Million | GBX4.75 Million | GBX1.54 Million | GBX33.76 Million | ▼ -1.5 pp |
| 2016 | 20.1% | GBX6.51 Million | GBX5.10 Million | GBX1.41 Million | GBX32.33 Million | ▼ -26.4 pp |
| 2015 | 46.6% | GBX14.84 Million | GBX5.01 Million | GBX9.83 Million | GBX31.86 Million | ▼ -16.5 pp |
| 2014 | 63.0% | GBX17.05 Million | GBX4.85 Million | GBX12.20 Million | GBX27.05 Million | ▼ -7.0 pp |
| 2013 | 70.1% | GBX17.63 Million | GBX4.79 Million | GBX12.84 Million | GBX25.16 Million | ▲ +49.0 pp |
| 2012 | 21.0% | GBX5.61 Million | GBX5.61 Million | GBX- | GBX26.69 Million | ▼ -0.3 pp |
| 2011 | 21.3% | GBX5.47 Million | GBX5.47 Million | GBX- | GBX25.66 Million | ▼ -2.5 pp |
| 2010 | 23.9% | GBX5.61 Million | GBX5.61 Million | GBX- | GBX23.52 Million | ▼ -1.1 pp |
| 2009 | 24.9% | GBX5.42 Million | GBX5.42 Million | GBX- | GBX21.74 Million | ▲ +0.9 pp |
| 2008 | 24.0% | GBX5.56 Million | GBX5.56 Million | GBX- | GBX23.16 Million | ▲ +3.6 pp |
| 2007 | 20.4% | GBX5.45 Million | GBX5.45 Million | GBX- | GBX26.71 Million | ▼ -7.1 pp |
| 2006 | 27.5% | GBX6.55 Million | GBX6.55 Million | GBX- | GBX23.80 Million | ▼ -4.7 pp |
| 2005 | 32.3% | GBX6.64 Million | GBX6.64 Million | GBX- | GBX20.56 Million | ▲ +2.2 pp |
| 2004 | 30.1% | GBX5.65 Million | GBX5.65 Million | GBX- | GBX18.77 Million | ▼ -10.7 pp |
| 2003 | 40.8% | GBX5.93 Million | GBX5.93 Million | GBX- | GBX14.54 Million | ▼ -8.8 pp |
| 2001 | 49.6% | GBX6.11 Million | GBX6.11 Million | GBX- | GBX12.32 Million | ▼ -3.7 pp |
| 2000 | 53.3% | GBX5.99 Million | GBX5.99 Million | GBX- | GBX11.23 Million | — |