Shell PLC ADR (SHEL) — Strategic Asset Allocation Index

Latest as of September 2023: 102.1%

Shell PLC ADR (SHEL) has a Strategic Asset Allocation Index of 102.1% as of September 2023. Strategic assets (PP&E of $197.04 Billion plus long-term investments of $-) total $197.04 Billion, measured against net assets of $192.94 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

102.1%
Strategic Assets / Net Assets

Strategic Assets

$197.04 Billion
PP&E + LT Investments

PP&E

$197.04 Billion
USD

Net Assets

$192.94 Billion
USD

Shell PLC ADR Strategic Asset Allocation Index (2013–2022)

This chart shows how Shell PLC ADR's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of September 2023, the index stands at 102.1%, representing strategic assets of $197.04 Billion against net assets of $192.94 Billion USD. Explore SHEL cash generation efficiency to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Shell PLC ADR (2013–2022)

The table below presents the year-by-year Strategic Asset Allocation Index for Shell PLC ADR from 2013 to 2022, covering 10 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 SHEL market cap.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2022 103.1% $198.64 Billion $198.64 Billion $- $192.60 Billion ▼ -8.0 pp
2021 111.2% $194.93 Billion $194.93 Billion $- $175.33 Billion ▼ -21.8 pp
2020 133.0% $210.85 Billion $210.85 Billion $- $158.54 Billion ▼ -5.7 pp
2019 138.7% $264.15 Billion $238.35 Billion $25.80 Billion $190.46 Billion ▲ +14.5 pp
2018 124.2% $251.58 Billion $223.18 Billion $28.40 Billion $202.53 Billion ▼ -8.0 pp
2017 132.2% $261.53 Billion $226.38 Billion $35.15 Billion $197.81 Billion ▼ -13.8 pp
2016 146.0% $275.31 Billion $236.10 Billion $39.21 Billion $188.51 Billion ▲ +14.2 pp
2015 131.9% $216.40 Billion $182.84 Billion $33.57 Billion $164.12 Billion ▼ -0.2 pp
2014 132.0% $228.15 Billion $192.47 Billion $35.67 Billion $172.79 Billion ▲ +110.3 pp
2013 21.7% $39.33 Billion $- $39.33 Billion $181.15 Billion
pp = percentage points