Grupo Simec SAB de CV ADR (SIM) — Strategic Asset Allocation Index

Latest as of September 2025: 35.7%

Grupo Simec SAB de CV ADR (SIM) has a Strategic Asset Allocation Index of 35.7% as of September 2025. Strategic assets (PP&E of $20.81 Billion plus long-term investments of $595.61 Million) total $21.41 Billion, measured against net assets of $59.96 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SIM equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

35.7%
Strategic Assets / Net Assets

Strategic Assets

$21.41 Billion
PP&E + LT Investments

PP&E

$20.81 Billion
USD

Net Assets

$59.96 Billion
USD

Grupo Simec SAB de CV ADR Strategic Asset Allocation Index (2000–2024)

This chart shows how Grupo Simec SAB de CV ADR's Strategic Asset Allocation Index has evolved across 24 annual periods from 2000 to 2024. As of September 2025, the index stands at 35.7%, representing strategic assets of $21.41 Billion against net assets of $59.96 Billion USD. For live market cap and overall valuation, see Grupo Simec SAB de CV ADR (SIM) total market value.

Annual Strategic Asset Allocation Index for Grupo Simec SAB de CV ADR (2000–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Grupo Simec SAB de CV ADR from 2000 to 2024, 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. See SIM net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 35.4% $20.97 Billion $19.63 Billion $1.34 Billion $59.20 Billion ▼ -3.3 pp
2023 38.8% $19.42 Billion $17.95 Billion $1.46 Billion $50.10 Billion ▲ +0.0 pp
2022 38.7% $18.58 Billion $16.82 Billion $1.76 Billion $47.99 Billion ▼ -745.1 pp
2021 783.8% $16.07 Billion $16.07 Billion $0.00 $2.05 Billion ▼ -174.7 pp
2020 958.5% $15.96 Billion $15.96 Billion $0.00 $1.67 Billion ▼ -10.8 pp
2019 969.3% $16.74 Billion $16.74 Billion $0.00 $1.73 Billion ▲ +921.0 pp
2018 48.2% $16.97 Billion $16.97 Billion $0.00 $35.18 Billion ▲ +1.0 pp
2017 47.2% $15.74 Billion $15.74 Billion $0.00 $33.33 Billion ▲ +3.6 pp
2016 43.6% $14.49 Billion $14.49 Billion $0.00 $33.21 Billion ▲ +6.0 pp
2015 37.7% $11.13 Billion $11.13 Billion $0.00 $29.53 Billion ▲ +37.7 pp
2014 0.0% $4.24 Million $4.24 Million $0.00 $27.78 Billion ▼ -3.5 pp
2013 3.5% $929.00 Million $929.00 Million $- $26.27 Billion ▲ +0.6 pp
2012 2.9% $754.15 Million $754.15 Million $- $25.82 Billion ▲ +0.1 pp
2011 2.8% $679.20 Million $679.20 Million $- $24.27 Billion ▲ +2.5 pp
2010 0.3% $763.25 Million $763.25 Million $- $287.81 Billion ▼ -3.3 pp
2009 3.5% $750.13 Million $750.13 Million $- $21.31 Billion ▲ +0.0 pp
2008 3.5% $744.01 Million $744.01 Million $- $21.31 Billion ▼ -0.7 pp
2007 4.2% $723.71 Million $723.71 Million $- $17.22 Billion ▼ -1.2 pp
2006 5.4% $679.00 Million $679.00 Million $- $12.50 Billion ▼ -4.7 pp
2005 10.1% $665.13 Million $665.13 Million $- $6.56 Billion ▼ -1.1 pp
2004 11.2% $517.85 Million $517.85 Million $- $4.61 Billion ▲ +2.7 pp
2003 8.5% $392.72 Million $392.72 Million $- $4.61 Billion ▼ -2.1 pp
2002 10.7% $383.04 Million $383.04 Million $- $3.60 Billion ▼ -24.5 pp
2000 35.1% $379.63 Million $379.63 Million $- $1.08 Billion
pp = percentage points