Allegion PLC (ALLE) — Strategic Asset Allocation Index
Allegion PLC (ALLE) has a Strategic Asset Allocation Index of 38.5% as of September 2023. Strategic assets (PP&E of $474.20 Million plus long-term investments of $-) total $474.20 Million, measured against net assets of $1.23 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Allegion PLC to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Allegion PLC Strategic Asset Allocation Index (2011–2022)
This chart shows how Allegion PLC's Strategic Asset Allocation Index has evolved across 11 annual periods from 2011 to 2022. As of September 2023, the index stands at 38.5%, representing strategic assets of $474.20 Million against net assets of $1.23 Billion USD. For live market cap and overall valuation, see Allegion PLC stock valuation.
Annual Strategic Asset Allocation Index for Allegion PLC (2011–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Allegion PLC from 2011 to 2022, covering 11 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 Allegion PLC (ALLE) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 32.7% | $308.70 Million | $308.70 Million | $- | $944.50 Million | ▼ -4.5 pp |
| 2021 | 37.2% | $283.70 Million | $283.70 Million | $- | $762.40 Million | ▲ +1.8 pp |
| 2020 | 35.4% | $294.90 Million | $294.90 Million | $- | $832.60 Million | ▼ -5.3 pp |
| 2019 | 40.7% | $309.50 Million | $291.40 Million | $18.10 Million | $760.40 Million | ▼ -3.9 pp |
| 2018 | 44.6% | $291.90 Million | $276.70 Million | $15.20 Million | $654.00 Million | ▼ -18.9 pp |
| 2017 | 63.5% | $257.50 Million | $252.20 Million | $5.30 Million | $405.50 Million | ▼ -135.1 pp |
| 2016 | 198.6% | $231.20 Million | $226.60 Million | $4.60 Million | $116.40 Million | ▼ -606.1 pp |
| 2015 | 804.7% | $239.00 Million | $224.80 Million | $14.20 Million | $29.70 Million | ▼ -433.7 pp |
| 2014 | 1238.4% | $229.10 Million | $211.20 Million | $17.90 Million | $18.50 Million | ▲ +1221.4 pp |
| 2012 | 17.0% | $232.00 Million | $232.00 Million | $- | $1.37 Billion | ▼ -0.1 pp |
| 2011 | 17.0% | $244.60 Million | $244.60 Million | $- | $1.44 Billion | — |