HSBC Holdings plc (HBCN) — Strategic Asset Allocation Index
HSBC Holdings plc (HBCN) has a Strategic Asset Allocation Index of 638.6% as of September 2025. Strategic assets (PP&E of MX$- plus long-term investments of MX$1.27 Trillion) total MX$1.27 Trillion, measured against net assets of MX$198.69 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
HSBC Holdings plc Strategic Asset Allocation Index (2013–2024)
This chart shows how HSBC Holdings plc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 638.6%, representing strategic assets of MX$1.27 Trillion against net assets of MX$198.69 Billion MXN. Explore HSBC Holdings plc cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for HSBC Holdings plc (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for HSBC Holdings plc from 2013 to 2024, 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 market cap of HSBC Holdings plc.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 637.7% | MX$1.23 Trillion | MX$- | MX$1.23 Trillion | MX$192.27 Billion | ▲ +66.2 pp |
| 2023 | 571.5% | MX$1.10 Trillion | MX$- | MX$1.10 Trillion | MX$192.61 Billion | ▲ +31.6 pp |
| 2022 | 540.0% | MX$1.06 Trillion | MX$12.58 Billion | MX$1.05 Trillion | MX$196.03 Billion | ▲ +78.5 pp |
| 2021 | 461.4% | MX$954.17 Billion | MX$13.24 Billion | MX$940.93 Billion | MX$206.78 Billion | ▼ -88.3 pp |
| 2020 | 549.8% | MX$1.13 Trillion | MX$14.41 Billion | MX$1.11 Trillion | MX$205.00 Billion | ▲ +35.3 pp |
| 2019 | 514.5% | MX$991.21 Billion | MX$14.70 Billion | MX$976.51 Billion | MX$192.67 Billion | ▲ +53.6 pp |
| 2018 | 460.9% | MX$895.23 Billion | MX$10.06 Billion | MX$885.17 Billion | MX$194.25 Billion | ▲ +8.3 pp |
| 2017 | 452.5% | MX$895.40 Billion | MX$10.03 Billion | MX$885.37 Billion | MX$197.87 Billion | ▼ -104.5 pp |
| 2016 | 557.0% | MX$1.02 Trillion | MX$9.37 Billion | MX$1.01 Trillion | MX$182.58 Billion | ▲ +298.7 pp |
| 2015 | 258.3% | MX$510.16 Billion | MX$9.92 Billion | MX$500.24 Billion | MX$197.52 Billion | ▲ +7.9 pp |
| 2014 | 250.4% | MX$500.81 Billion | MX$10.53 Billion | MX$490.27 Billion | MX$199.98 Billion | ▼ -21.0 pp |
| 2013 | 271.4% | MX$516.98 Billion | MX$10.85 Billion | MX$506.13 Billion | MX$190.46 Billion | — |