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 724.4% as of March 2026. Strategic assets (PP&E of MX$- plus long-term investments of MX$151.15 Billion) total MX$151.15 Billion, measured against net assets of MX$20.87 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
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 March 2026, the index stands at 724.4%, representing strategic assets of MX$151.15 Billion against net assets of MX$20.87 Billion MXN. Explore INVEX Controladora S.A.B. de C.V cash conversion from operations to assess how effectively this company generates cash.
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. For the full company profile including market capitalisation, see INVEXA stock market capitalisation.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 764.6% | MX$143.66 Billion | MX$- | MX$143.66 Billion | MX$18.79 Billion | ▲ +640.9 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 | — |