Helgeland Sparebank (HELG) — Strategic Asset Allocation Index
Helgeland Sparebank (HELG) has a Strategic Asset Allocation Index of 135.4% as of December 2025. Strategic assets (PP&E of Nkr268.00 Million plus long-term investments of Nkr7.06 Billion) total Nkr7.33 Billion, measured against net assets of Nkr5.41 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HELG net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Helgeland Sparebank Strategic Asset Allocation Index (2000–2025)
This chart shows how Helgeland Sparebank's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 135.4%, representing strategic assets of Nkr7.33 Billion against net assets of Nkr5.41 Billion NOK. For live market cap and overall valuation, see Helgeland Sparebank market cap and net worth.
Annual Strategic Asset Allocation Index for Helgeland Sparebank (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Helgeland Sparebank from 2000 to 2025, covering 26 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 Helgeland Sparebank (HELG) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (NOK) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 135.4% | Nkr7.33 Billion | Nkr268.00 Million | Nkr7.06 Billion | Nkr5.41 Billion | ▲ +20.4 pp |
| 2024 | 115.0% | Nkr6.01 Billion | Nkr265.00 Million | Nkr5.74 Billion | Nkr5.22 Billion | ▼ -14.4 pp |
| 2023 | 129.4% | Nkr6.54 Billion | Nkr250.00 Million | Nkr6.29 Billion | Nkr5.05 Billion | ▲ +5.2 pp |
| 2022 | 124.2% | Nkr6.13 Billion | Nkr220.00 Million | Nkr5.91 Billion | Nkr4.94 Billion | ▼ -8.5 pp |
| 2021 | 132.7% | Nkr6.14 Billion | Nkr153.00 Million | Nkr5.99 Billion | Nkr4.63 Billion | ▲ +0.4 pp |
| 2020 | 132.4% | Nkr5.05 Billion | Nkr118.00 Million | Nkr4.94 Billion | Nkr3.82 Billion | ▼ -32.1 pp |
| 2019 | 164.5% | Nkr5.86 Billion | Nkr187.00 Million | Nkr5.68 Billion | Nkr3.56 Billion | ▲ +22.2 pp |
| 2018 | 142.3% | Nkr4.73 Billion | Nkr133.00 Million | Nkr4.59 Billion | Nkr3.32 Billion | ▼ -3.3 pp |
| 2017 | 145.5% | Nkr4.78 Billion | Nkr141.00 Million | Nkr4.64 Billion | Nkr3.29 Billion | ▲ +18.5 pp |
| 2016 | 127.1% | Nkr4.08 Billion | Nkr123.00 Million | Nkr3.95 Billion | Nkr3.21 Billion | ▼ -24.0 pp |
| 2015 | 151.1% | Nkr3.86 Billion | Nkr138.00 Million | Nkr3.72 Billion | Nkr2.56 Billion | ▼ -34.4 pp |
| 2014 | 185.5% | Nkr4.04 Billion | Nkr82.00 Million | Nkr3.96 Billion | Nkr2.18 Billion | ▼ -28.6 pp |
| 2013 | 214.0% | Nkr4.25 Billion | Nkr80.00 Million | Nkr4.17 Billion | Nkr1.99 Billion | ▲ +209.4 pp |
| 2012 | 4.6% | Nkr83.00 Million | Nkr83.00 Million | Nkr- | Nkr1.80 Billion | ▲ +0.3 pp |
| 2011 | 4.4% | Nkr73.00 Million | Nkr73.00 Million | Nkr- | Nkr1.68 Billion | ▲ +0.0 pp |
| 2010 | 4.3% | Nkr72.00 Million | Nkr72.00 Million | Nkr- | Nkr1.66 Billion | ▼ -0.5 pp |
| 2009 | 4.8% | Nkr75.00 Million | Nkr75.00 Million | Nkr- | Nkr1.56 Billion | ▲ +0.8 pp |
| 2008 | 4.0% | Nkr60.00 Million | Nkr60.00 Million | Nkr- | Nkr1.49 Billion | ▼ -0.7 pp |
| 2007 | 4.7% | Nkr64.51 Million | Nkr64.51 Million | Nkr- | Nkr1.37 Billion | ▼ -1.5 pp |
| 2006 | 6.3% | Nkr76.09 Million | Nkr76.09 Million | Nkr- | Nkr1.22 Billion | ▼ -5.6 pp |
| 2005 | 11.9% | Nkr132.08 Million | Nkr132.08 Million | Nkr- | Nkr1.11 Billion | ▼ -1.8 pp |
| 2004 | 13.7% | Nkr74.27 Million | Nkr74.27 Million | Nkr- | Nkr543.65 Million | ▲ +6.6 pp |
| 2003 | 7.1% | Nkr22.51 Million | Nkr22.51 Million | Nkr- | Nkr319.16 Million | ▲ +0.3 pp |
| 2002 | 6.8% | Nkr26.08 Million | Nkr26.08 Million | Nkr- | Nkr385.17 Million | ▼ -1.3 pp |
| 2001 | 8.1% | Nkr30.32 Million | Nkr30.32 Million | Nkr- | Nkr374.46 Million | ▼ -1.8 pp |
| 2000 | 9.9% | Nkr34.30 Million | Nkr34.30 Million | Nkr- | Nkr346.44 Million | — |