INVEX Controladora S.A.B. de C.V (INVEXA) — Strategic Asset Allocation Index
INVEX Controladora S.A.B. de C.V (INVEXA) has a Strategic Asset Allocation Index of 759.1% as of June 2026. Strategic assets (PP&E of MX$- plus long-term investments of MX$163.33 Billion) total MX$163.33 Billion, measured against net assets of MX$21.52 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See INVEXA net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
INVEX Controladora S.A.B. de C.V Strategic Asset Allocation Index (2000–2025)
This chart shows how INVEX Controladora S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 759.1%, representing strategic assets of MX$163.33 Billion against net assets of MX$21.52 Billion MXN. For live market cap and overall valuation, see INVEX Controladora S.A.B. de C.V market capitalisation.
Annual Strategic Asset Allocation Index for INVEX Controladora S.A.B. de C.V (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for INVEX Controladora S.A.B. de C.V from 2000 to 2025, covering 26 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 INVEXA book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 149.2% | MX$28.04 Billion | MX$- | MX$28.04 Billion | MX$18.79 Billion | ▲ +25.5 pp |
| 2024 | 123.7% | MX$18.97 Billion | MX$- | MX$18.97 Billion | MX$15.33 Billion | ▼ -9.0 pp |
| 2023 | 132.7% | MX$17.57 Billion | MX$- | MX$17.57 Billion | MX$13.24 Billion | ▼ -773.3 pp |
| 2022 | 905.9% | MX$112.65 Billion | MX$557.14 Million | MX$112.09 Billion | MX$12.44 Billion | ▼ -214.8 pp |
| 2021 | 1120.8% | MX$128.55 Billion | MX$520.00 Million | MX$128.03 Billion | MX$11.47 Billion | ▲ +186.4 pp |
| 2020 | 934.4% | MX$94.76 Billion | MX$621.00 Million | MX$94.14 Billion | MX$10.14 Billion | ▲ +252.5 pp |
| 2019 | 681.9% | MX$65.79 Billion | MX$603.00 Million | MX$65.19 Billion | MX$9.65 Billion | ▼ -211.0 pp |
| 2018 | 892.9% | MX$79.07 Billion | MX$686.00 Million | MX$78.39 Billion | MX$8.86 Billion | ▼ -158.1 pp |
| 2017 | 1051.0% | MX$72.87 Billion | MX$816.00 Million | MX$72.06 Billion | MX$6.93 Billion | ▼ -154.5 pp |
| 2016 | 1205.4% | MX$67.53 Billion | MX$558.00 Million | MX$66.97 Billion | MX$5.60 Billion | ▼ -473.6 pp |
| 2015 | 1679.0% | MX$84.07 Billion | MX$381.00 Million | MX$83.69 Billion | MX$5.01 Billion | ▲ +364.1 pp |
| 2014 | 1315.0% | MX$60.70 Billion | MX$266.00 Million | MX$60.43 Billion | MX$4.62 Billion | ▲ +4.5 pp |
| 2013 | 1310.4% | MX$56.32 Billion | MX$150.00 Million | MX$56.17 Billion | MX$4.30 Billion | ▲ +1306.8 pp |
| 2012 | 3.6% | MX$146.00 Million | MX$146.00 Million | MX$- | MX$4.03 Billion | ▼ -0.5 pp |
| 2011 | 4.1% | MX$151.00 Million | MX$151.00 Million | MX$- | MX$3.64 Billion | ▼ -0.7 pp |
| 2010 | 4.8% | MX$162.00 Million | MX$162.00 Million | MX$- | MX$3.37 Billion | ▼ -2.9 pp |
| 2009 | 7.7% | MX$220.00 Million | MX$220.00 Million | MX$- | MX$2.86 Billion | ▲ +0.3 pp |
| 2008 | 7.4% | MX$191.00 Million | MX$191.00 Million | MX$- | MX$2.59 Billion | ▼ -5.3 pp |
| 2007 | 12.6% | MX$302.00 Million | MX$302.00 Million | MX$- | MX$2.39 Billion | ▲ +1.3 pp |
| 2006 | 11.4% | MX$306.00 Million | MX$306.00 Million | MX$- | MX$2.69 Billion | ▼ -1.4 pp |
| 2005 | 12.8% | MX$269.00 Million | MX$269.00 Million | MX$- | MX$2.10 Billion | ▲ +0.2 pp |
| 2004 | 12.6% | MX$245.64 Million | MX$245.64 Million | MX$- | MX$1.94 Billion | ▲ +6.9 pp |
| 2003 | 5.7% | MX$95.02 Million | MX$95.02 Million | MX$- | MX$1.66 Billion | ▼ -0.8 pp |
| 2002 | 6.5% | MX$94.78 Million | MX$94.78 Million | MX$- | MX$1.46 Billion | ▼ -0.7 pp |
| 2001 | 7.2% | MX$96.10 Million | MX$96.10 Million | MX$- | MX$1.34 Billion | ▼ -1.2 pp |
| 2000 | 8.3% | MX$102.39 Million | MX$102.39 Million | MX$- | MX$1.23 Billion | — |