Shell plc (SHEL) — Strategic Asset Allocation Index
Shell plc (SHEL) has a Strategic Asset Allocation Index of 103.1% as of December 2022. Strategic assets (PP&E of GBX198.64 Billion plus long-term investments of GBX-) total GBX198.64 Billion, measured against net assets of GBX192.60 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check financial resilience of Shell plc to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Shell plc Strategic Asset Allocation Index (2012–2022)
This chart shows how Shell plc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2012 to 2022. As of December 2022, the index stands at 103.1%, representing strategic assets of GBX198.64 Billion against net assets of GBX192.60 Billion GBX. See how financially flexible is Shell plc to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Shell plc (2012–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Shell plc from 2012 to 2022, covering 11 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 the full company profile including market capitalisation, see market value of Shell plc.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 103.1% | GBX198.64 Billion | GBX198.64 Billion | GBX- | GBX192.60 Billion | ▼ -8.0 pp |
| 2021 | 111.2% | GBX194.93 Billion | GBX194.93 Billion | GBX- | GBX175.33 Billion | ▼ -21.8 pp |
| 2020 | 133.0% | GBX210.85 Billion | GBX210.85 Billion | GBX- | GBX158.54 Billion | ▼ -5.7 pp |
| 2019 | 138.7% | GBX264.15 Billion | GBX238.35 Billion | GBX25.80 Billion | GBX190.46 Billion | ▲ +14.5 pp |
| 2018 | 124.2% | GBX251.58 Billion | GBX223.18 Billion | GBX28.40 Billion | GBX202.53 Billion | ▼ -8.0 pp |
| 2017 | 132.2% | GBX261.53 Billion | GBX226.38 Billion | GBX35.15 Billion | GBX197.81 Billion | ▼ -13.8 pp |
| 2016 | 146.0% | GBX275.31 Billion | GBX236.10 Billion | GBX39.21 Billion | GBX188.51 Billion | ▲ +14.2 pp |
| 2015 | 131.9% | GBX216.40 Billion | GBX182.84 Billion | GBX33.57 Billion | GBX164.12 Billion | ▼ -0.2 pp |
| 2014 | 132.0% | GBX228.15 Billion | GBX192.47 Billion | GBX35.67 Billion | GBX172.79 Billion | ▲ +110.3 pp |
| 2013 | 21.7% | GBX39.33 Billion | GBX- | GBX39.33 Billion | GBX181.15 Billion | ▼ -2.8 pp |
| 2012 | 24.5% | GBX43.22 Billion | GBX- | GBX43.22 Billion | GBX176.18 Billion | — |