Personal Group Holdings PLC (PGH) — 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 balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Personal Group Holdings PLC Strategic Asset Allocation Index (2000–2025)
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. For live market cap and overall valuation, see Personal Group Holdings PLC (PGH) total market value.
Annual Strategic Asset Allocation Index for Personal Group Holdings PLC (2000–2025)
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. See Personal Group Holdings PLC book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |