Value Grupo Financiero S.A.B. de C.V Strategic Asset Allocation Index
Value Grupo Financiero S.A.B. de C.V strategic asset allocation index. Value Grupo Financiero S.A.B. de C.V (VALUEGFO) has a Strategic Asset Allocation Index of 200.0% as of December 2025. Strategic assets (PP&E of MX$- plus long-term investments of MX$10.18 Billion) total MX$10.18 Billion, measured against net assets of MX$5.09 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check VALUEGFO tangible net assets ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Value Grupo Financiero S.A.B. de C.V (2002–2025)
Strategic asset allocation index of Value Grupo Financiero S.A.B. de C.V from 2002 to 2025. This chart shows how Value Grupo Financiero S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 24 annual periods from 2002 to 2025. As of December 2025, the index stands at 200.0%, representing strategic assets of MX$10.18 Billion against net assets of MX$5.09 Billion MXN.
Value Grupo Financiero S.A.B. de C.V Strategic Asset Allocation Index by Year (2002–2025)
Value Grupo Financiero S.A.B. de C.V strategic asset allocation index by year from 2002 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Value Grupo Financiero S.A.B. de C.V from 2002 to 2025, covering 24 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 Value Grupo Financiero S.A.B. de C.V (VALUEGFO) total market value.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 200.0% | MX$10.18 Billion | MX$- | MX$10.18 Billion | MX$5.09 Billion | ▼ -10.4 pp |
| 2024 | 210.4% | MX$10.55 Billion | MX$- | MX$10.55 Billion | MX$5.01 Billion | ▼ -25.0 pp |
| 2023 | 235.4% | MX$12.37 Billion | MX$- | MX$12.37 Billion | MX$5.25 Billion | ▼ -55.2 pp |
| 2022 | 290.7% | MX$13.90 Billion | MX$1.61 Billion | MX$12.29 Billion | MX$4.78 Billion | ▲ +50.9 pp |
| 2021 | 239.7% | MX$14.51 Billion | MX$1.62 Billion | MX$12.89 Billion | MX$6.05 Billion | ▲ +57.2 pp |
| 2020 | 182.5% | MX$10.15 Billion | MX$1.78 Billion | MX$8.37 Billion | MX$5.56 Billion | ▲ +3.1 pp |
| 2019 | 179.4% | MX$9.43 Billion | MX$1.16 Billion | MX$8.27 Billion | MX$5.25 Billion | ▼ -79.0 pp |
| 2018 | 258.4% | MX$12.18 Billion | MX$877.00 Million | MX$11.30 Billion | MX$4.71 Billion | ▼ -18.9 pp |
| 2017 | 277.3% | MX$14.71 Billion | MX$597.00 Million | MX$14.11 Billion | MX$5.30 Billion | ▼ -3.5 pp |
| 2016 | 280.8% | MX$11.05 Billion | MX$540.00 Million | MX$10.51 Billion | MX$3.94 Billion | ▲ +194.3 pp |
| 2015 | 86.5% | MX$2.73 Billion | MX$490.00 Million | MX$2.24 Billion | MX$3.16 Billion | ▲ +1.4 pp |
| 2014 | 85.1% | MX$2.15 Billion | MX$331.00 Million | MX$1.81 Billion | MX$2.52 Billion | ▼ -24.5 pp |
| 2013 | 109.5% | MX$3.38 Billion | MX$298.00 Million | MX$3.09 Billion | MX$3.09 Billion | ▲ +102.9 pp |
| 2012 | 6.6% | MX$254.00 Million | MX$254.00 Million | MX$- | MX$3.82 Billion | ▼ -0.8 pp |
| 2011 | 7.5% | MX$247.00 Million | MX$247.00 Million | MX$- | MX$3.30 Billion | ▼ -0.7 pp |
| 2010 | 8.1% | MX$213.00 Million | MX$213.00 Million | MX$- | MX$2.62 Billion | ▼ -4.7 pp |
| 2009 | 12.8% | MX$261.00 Million | MX$261.00 Million | MX$- | MX$2.04 Billion | ▼ -14.8 pp |
| 2008 | 27.6% | MX$466.00 Million | MX$466.00 Million | MX$- | MX$1.69 Billion | ▲ +4.3 pp |
| 2007 | 23.3% | MX$298.78 Million | MX$298.78 Million | MX$- | MX$1.28 Billion | ▲ +5.3 pp |
| 2006 | 18.0% | MX$176.00 Million | MX$176.00 Million | MX$- | MX$980.00 Million | ▼ 0.0 pp |
| 2005 | 18.0% | MX$134.00 Million | MX$134.00 Million | MX$- | MX$745.00 Million | ▲ +3.6 pp |
| 2004 | 14.4% | MX$79.56 Million | MX$79.56 Million | MX$- | MX$552.37 Million | ▼ -4.6 pp |
| 2003 | 19.0% | MX$71.12 Million | MX$71.12 Million | MX$- | MX$373.99 Million | ▼ -6.5 pp |
| 2002 | 25.6% | MX$60.12 Million | MX$60.12 Million | MX$- | MX$235.28 Million | — |