Fomento Económico Mexicano S.A.B. de C.V (FEMSAUBD) — Strategic Asset Allocation Index
Fomento Económico Mexicano S.A.B. de C.V (FEMSAUBD) has a Strategic Asset Allocation Index of 12.2% as of March 2026. Strategic assets (PP&E of MX$- plus long-term investments of MX$35.88 Billion) total MX$35.88 Billion, measured against net assets of MX$294.30 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check FEMSAUBD asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Fomento Económico Mexicano S.A.B. de C.V Strategic Asset Allocation Index (2014–2025)
This chart shows how Fomento Económico Mexicano S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of March 2026, the index stands at 12.2%, representing strategic assets of MX$35.88 Billion against net assets of MX$294.30 Billion MXN. See Fomento Económico Mexicano S.A.B. de C.V financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Fomento Económico Mexicano S.A.B. de C.V (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Fomento Económico Mexicano S.A.B. de C.V 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. For the full company profile including market capitalisation, see FEMSAUBD stock market capitalisation.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 8.4% | MX$27.56 Billion | MX$- | MX$27.56 Billion | MX$329.35 Billion | ▼ -1.3 pp |
| 2024 | 9.7% | MX$37.00 Billion | MX$- | MX$37.00 Billion | MX$381.13 Billion | ▲ +0.4 pp |
| 2023 | 9.3% | MX$35.35 Billion | MX$- | MX$35.35 Billion | MX$378.37 Billion | ▼ -21.3 pp |
| 2022 | 30.6% | MX$103.67 Billion | MX$- | MX$103.67 Billion | MX$338.66 Billion | ▼ -1.4 pp |
| 2021 | 32.0% | MX$107.30 Billion | MX$- | MX$107.30 Billion | MX$334.82 Billion | ▲ +0.1 pp |
| 2020 | 32.0% | MX$98.27 Billion | MX$- | MX$98.27 Billion | MX$307.19 Billion | ▼ -2.1 pp |
| 2019 | 34.1% | MX$110.95 Billion | MX$- | MX$110.95 Billion | MX$325.75 Billion | ▲ +2.4 pp |
| 2018 | 31.7% | MX$106.23 Billion | MX$- | MX$106.23 Billion | MX$335.54 Billion | ▼ -31.9 pp |
| 2017 | 63.5% | MX$214.01 Billion | MX$116.71 Billion | MX$97.30 Billion | MX$336.91 Billion | ▼ -17.2 pp |
| 2016 | 80.7% | MX$230.93 Billion | MX$102.22 Billion | MX$128.71 Billion | MX$286.17 Billion | ▲ +47.5 pp |
| 2015 | 33.2% | MX$80.30 Billion | MX$80.30 Billion | MX$- | MX$241.86 Billion | ▲ +0.3 pp |
| 2014 | 32.9% | MX$75.63 Billion | MX$75.63 Billion | MX$- | MX$230.12 Billion | — |