Upergy Strategic Asset Allocation Index
Upergy strategic asset allocation index. Upergy (ALUPG) has a Strategic Asset Allocation Index of 10.6% as of June 2025. Strategic assets (PP&E of €1.45 Million plus long-term investments of €-) total €1.45 Million, measured against net assets of €13.68 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ALUPG net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Upergy (2015–2024)
Strategic asset allocation index of Upergy from 2015 to 2024. This chart shows how Upergy's Strategic Asset Allocation Index has evolved across 10 annual periods from 2015 to 2024. As of June 2025, the index stands at 10.6%, representing strategic assets of €1.45 Million against net assets of €13.68 Million EUR. Check Upergy tangible book value ratio to evaluate the tangible quality of the company's equity base.
Upergy Strategic Asset Allocation Index by Year (2015–2024)
Upergy strategic asset allocation index by year from 2015 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Upergy from 2015 to 2024, 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 live market cap and overall valuation, see ALUPG company net worth.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 10.3% | €1.49 Million | €1.49 Million | €- | €14.45 Million | ▲ +1.9 pp |
| 2023 | 8.4% | €1.22 Million | €1.22 Million | €- | €14.53 Million | ▼ -1.9 pp |
| 2022 | 10.3% | €1.42 Million | €1.42 Million | €- | €13.80 Million | ▲ +0.0 pp |
| 2021 | 10.3% | €1.28 Million | €1.28 Million | €- | €12.49 Million | ▼ -2.8 pp |
| 2020 | 13.1% | €1.30 Million | €1.30 Million | €- | €9.93 Million | ▼ -0.7 pp |
| 2019 | 13.8% | €1.49 Million | €1.49 Million | €- | €10.82 Million | ▲ +2.2 pp |
| 2018 | 11.6% | €1.31 Million | €1.14 Million | €167.89K | €11.32 Million | ▲ +0.4 pp |
| 2017 | 11.2% | €1.33 Million | €1.11 Million | €219.45K | €11.90 Million | ▼ -14012.4 pp |
| 2016 | 14023.6% | €1.52 Million | €1.28 Million | €245.99K | €10.86K | ▲ +2174.2 pp |
| 2015 | 11849.4% | €1.46 Million | €1.25 Million | €207.32K | €12.31K | — |