Telefónica S.A (TEFN) — Strategic Asset Allocation Index
Telefónica S.A (TEFN) has a Strategic Asset Allocation Index of 70.7% as of September 2025. Strategic assets (PP&E of MX$- plus long-term investments of MX$15.09 Billion) total MX$15.09 Billion, measured against net assets of MX$21.34 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
Telefónica S.A Strategic Asset Allocation Index (2013–2024)
This chart shows how Telefónica S.A's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 70.7%, representing strategic assets of MX$15.09 Billion against net assets of MX$21.34 Billion MXN. Explore Telefónica S.A cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Telefónica S.A (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Telefónica S.A 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 Telefónica S.A stock valuation.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 42.0% | MX$9.56 Billion | MX$- | MX$9.56 Billion | MX$22.75 Billion | ▲ +5.3 pp |
| 2023 | 36.7% | MX$9.95 Billion | MX$- | MX$9.95 Billion | MX$27.10 Billion | ▼ -126.3 pp |
| 2022 | 163.0% | MX$51.68 Billion | MX$31.99 Billion | MX$19.69 Billion | MX$31.71 Billion | ▲ +8.0 pp |
| 2021 | 155.0% | MX$44.45 Billion | MX$30.30 Billion | MX$14.14 Billion | MX$28.68 Billion | ▼ -8.7 pp |
| 2020 | 163.7% | MX$29.89 Billion | MX$28.75 Billion | MX$1.14 Billion | MX$18.26 Billion | ▲ +5.5 pp |
| 2019 | 158.2% | MX$40.26 Billion | MX$39.17 Billion | MX$1.09 Billion | MX$25.45 Billion | ▲ +28.5 pp |
| 2018 | 129.7% | MX$34.99 Billion | MX$33.30 Billion | MX$1.69 Billion | MX$26.98 Billion | ▼ -29.9 pp |
| 2017 | 159.5% | MX$42.47 Billion | MX$34.23 Billion | MX$8.24 Billion | MX$26.62 Billion | ▼ -3.3 pp |
| 2016 | 162.9% | MX$46.23 Billion | MX$36.39 Billion | MX$9.84 Billion | MX$28.39 Billion | ▲ +24.2 pp |
| 2015 | 138.7% | MX$35.28 Billion | MX$33.91 Billion | MX$1.37 Billion | MX$25.44 Billion | ▲ +22.5 pp |
| 2014 | 116.2% | MX$35.22 Billion | MX$33.16 Billion | MX$2.07 Billion | MX$30.32 Billion | ▼ -7.6 pp |
| 2013 | 123.8% | MX$34.01 Billion | MX$31.04 Billion | MX$2.97 Billion | MX$27.48 Billion | — |