Casa de Bolsa Finamex S.A.B. de C.V (FINAMEXO) — 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 balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Casa de Bolsa Finamex S.A.B. de C.V Strategic Asset Allocation Index (2000–2025)
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. For live market cap and overall valuation, see market value of Casa de Bolsa Finamex S.A.B. de C.V.
Annual Strategic Asset Allocation Index for Casa de Bolsa Finamex S.A.B. de C.V (2000–2025)
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. See shareholders equity of Casa de Bolsa Finamex S.A.B. de C.V for net asset value and shareholders' equity analysis.
| 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 | — |