Shell PLC ADR (SHEL) — Strategic Asset Allocation Index
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. Check financial resilience of Shell PLC ADR to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
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. See how financially flexible is Shell PLC ADR to measure the company's free cash flow as a share of total liabilities.
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 market value of Shell PLC ADR.
| 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 | — |