Unifin Financiera S. A. B. de C. V Strategic Asset Allocation Index
Unifin Financiera S. A. B. de C. V strategic asset allocation index. Unifin Financiera S. A. B. de C. V (UNIFINA) has a Strategic Asset Allocation Index of 43.1% as of June 2022. Strategic assets (PP&E of MX$5.66 Billion plus long-term investments of MX$-) total MX$5.66 Billion, measured against net assets of MX$13.12 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UNIFINA equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Unifin Financiera S. A. B. de C. V (2000–2021)
Strategic asset allocation index of Unifin Financiera S. A. B. de C. V from 2000 to 2021. This chart shows how Unifin Financiera S. A. B. de C. V's Strategic Asset Allocation Index has evolved across 19 annual periods from 2000 to 2021. As of June 2022, the index stands at 43.1%, representing strategic assets of MX$5.66 Billion against net assets of MX$13.12 Billion MXN. Check Unifin Financiera S. A. B. de C. V (UNIFINA) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Unifin Financiera S. A. B. de C. V Strategic Asset Allocation Index by Year (2000–2021)
Unifin Financiera S. A. B. de C. V strategic asset allocation index by year from 2000 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for Unifin Financiera S. A. B. de C. V from 2000 to 2021, covering 19 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 live market cap and overall valuation, see UNIFINA market cap overview.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 46.4% | MX$5.93 Billion | MX$5.93 Billion | MX$- | MX$12.79 Billion | ▼ -2.8 pp |
| 2020 | 49.2% | MX$6.58 Billion | MX$6.58 Billion | MX$- | MX$13.37 Billion | ▼ -55.3 pp |
| 2019 | 104.5% | MX$11.39 Billion | MX$6.44 Billion | MX$4.95 Billion | MX$10.90 Billion | ▲ +69.8 pp |
| 2018 | 34.7% | MX$4.50 Billion | MX$896.41 Million | MX$3.61 Billion | MX$12.99 Billion | ▼ -9.9 pp |
| 2017 | 44.6% | MX$3.38 Billion | MX$1.09 Billion | MX$2.29 Billion | MX$7.58 Billion | ▲ +3.3 pp |
| 2016 | 41.3% | MX$2.27 Billion | MX$828.01 Million | MX$1.44 Billion | MX$5.50 Billion | ▲ +26.9 pp |
| 2015 | 14.4% | MX$625.62 Million | MX$611.67 Million | MX$13.95 Million | MX$4.35 Billion | ▼ -23.3 pp |
| 2014 | 37.6% | MX$578.05 Million | MX$563.11 Million | MX$14.94 Million | MX$1.54 Billion | ▲ +6.4 pp |
| 2013 | 31.3% | MX$297.92 Million | MX$282.98 Million | MX$14.94 Million | MX$952.94 Million | ▲ +9.5 pp |
| 2012 | 21.8% | MX$146.93 Million | MX$146.93 Million | MX$- | MX$674.99 Million | ▼ -9.7 pp |
| 2011 | 31.4% | MX$164.00 Million | MX$164.00 Million | MX$- | MX$521.56 Million | ▼ -2.3 pp |
| 2010 | 33.8% | MX$153.89 Million | MX$153.89 Million | MX$- | MX$455.68 Million | ▼ -6.1 pp |
| 2009 | 39.9% | MX$154.91 Million | MX$154.91 Million | MX$- | MX$388.70 Million | ▼ -624.2 pp |
| 2008 | 664.0% | MX$1.30 Billion | MX$1.30 Billion | MX$- | MX$195.22 Million | ▲ +485.9 pp |
| 2007 | 178.2% | MX$246.59 Million | MX$246.59 Million | MX$- | MX$138.41 Million | ▲ +93.7 pp |
| 2006 | 84.5% | MX$85.74 Million | MX$85.74 Million | MX$- | MX$101.52 Million | ▼ -307.7 pp |
| 2002 | 392.1% | MX$119.51 Million | MX$119.51 Million | MX$- | MX$30.48 Million | ▲ +121.8 pp |
| 2001 | 270.3% | MX$72.37 Million | MX$72.37 Million | MX$- | MX$26.77 Million | ▼ -41.4 pp |
| 2000 | 311.7% | MX$75.53 Million | MX$75.53 Million | MX$- | MX$24.23 Million | — |