Casa de Bolsa Finamex S.A.B. de C.V Strategic Asset Allocation Index
Casa de Bolsa Finamex S.A.B. de C.V strategic asset allocation index. Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) has a Strategic Asset Allocation Index of 4070.8% as of March 2026. Strategic assets (PP&E of MX$- plus long-term investments of MX$98.62 Billion) total MX$98.62 Billion, measured against net assets of MX$2.42 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Casa de Bolsa Finamex S.A.B. de C.V (2000–2025)
Strategic asset allocation index of Casa de Bolsa Finamex S.A.B. de C.V from 2000 to 2025. This chart shows how Casa de Bolsa Finamex S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2025. As of March 2026, the index stands at 4070.8%, representing strategic assets of MX$98.62 Billion against net assets of MX$2.42 Billion MXN. Check Casa de Bolsa Finamex S.A.B. de C.V tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Casa de Bolsa Finamex S.A.B. de C.V Strategic Asset Allocation Index by Year (2000–2025)
Casa de Bolsa Finamex S.A.B. de C.V strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Casa de Bolsa Finamex S.A.B. de C.V 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 market cap of Casa de Bolsa Finamex S.A.B. de C.V.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 6342.5% | MX$144.36 Billion | MX$- | MX$144.36 Billion | MX$2.28 Billion | ▲ +5405.6 pp |
| 2024 | 936.9% | MX$17.97 Billion | MX$- | MX$17.97 Billion | MX$1.92 Billion | ▲ +417.4 pp |
| 2023 | 519.5% | MX$9.71 Billion | MX$- | MX$9.71 Billion | MX$1.87 Billion | ▲ +325.3 pp |
| 2022 | 194.3% | MX$3.39 Billion | MX$150.90 Million | MX$3.23 Billion | MX$1.74 Billion | ▲ +75.1 pp |
| 2021 | 119.1% | MX$1.96 Billion | MX$25.00 Million | MX$1.94 Billion | MX$1.65 Billion | ▼ -227.6 pp |
| 2020 | 346.7% | MX$6.01 Billion | MX$27.00 Million | MX$5.98 Billion | MX$1.73 Billion | ▼ -5258.0 pp |
| 2019 | 5604.8% | MX$80.36 Billion | MX$21.00 Million | MX$80.34 Billion | MX$1.43 Billion | ▲ +5010.9 pp |
| 2018 | 593.8% | MX$9.52 Billion | MX$22.00 Million | MX$9.50 Billion | MX$1.60 Billion | ▲ +116.9 pp |
| 2017 | 476.9% | MX$8.46 Billion | MX$32.00 Million | MX$8.43 Billion | MX$1.77 Billion | ▼ -1239.9 pp |
| 2016 | 1716.8% | MX$32.64 Billion | MX$41.00 Million | MX$32.60 Billion | MX$1.90 Billion | ▲ +1704.0 pp |
| 2015 | 12.8% | MX$225.00 Million | MX$47.00 Million | MX$178.00 Million | MX$1.76 Billion | ▲ +126.6 pp |
| 2014 | -113.8% | MX$-1.97 Billion | MX$50.00 Million | MX$-2.02 Billion | MX$1.73 Billion | ▼ -160.7 pp |
| 2013 | 46.8% | MX$679.00 Million | MX$50.00 Million | MX$629.00 Million | MX$1.45 Billion | ▲ +45.1 pp |
| 2012 | 1.7% | MX$23.00 Million | MX$23.00 Million | MX$- | MX$1.36 Billion | ▲ +0.3 pp |
| 2011 | 1.4% | MX$19.00 Million | MX$19.00 Million | MX$- | MX$1.33 Billion | ▼ -0.3 pp |
| 2010 | 1.7% | MX$20.00 Million | MX$20.00 Million | MX$- | MX$1.15 Billion | ▼ -1.8 pp |
| 2009 | 3.5% | MX$36.00 Million | MX$36.00 Million | MX$- | MX$1.02 Billion | ▲ +0.6 pp |
| 2008 | 2.9% | MX$27.00 Million | MX$27.00 Million | MX$- | MX$922.00 Million | ▼ -0.4 pp |
| 2007 | 3.4% | MX$26.00 Million | MX$26.00 Million | MX$- | MX$772.00 Million | ▼ -0.2 pp |
| 2006 | 3.6% | MX$24.00 Million | MX$24.00 Million | MX$- | MX$667.00 Million | ▼ -3.4 pp |
| 2005 | 7.0% | MX$36.00 Million | MX$36.00 Million | MX$- | MX$516.00 Million | ▼ -2.4 pp |
| 2004 | 9.4% | MX$36.00 Million | MX$36.00 Million | MX$- | MX$383.00 Million | ▼ -0.5 pp |
| 2002 | 9.9% | MX$37.27 Million | MX$37.27 Million | MX$- | MX$377.80 Million | ▼ -6.5 pp |
| 2001 | 16.3% | MX$74.44 Million | MX$74.44 Million | MX$- | MX$455.53 Million | ▲ +4.1 pp |
| 2000 | 12.3% | MX$79.97 Million | MX$79.97 Million | MX$- | MX$652.62 Million | — |