B3 S.A. - Brasil Bolsa Balcão (B3SA3) — Strategic Asset Allocation Index
B3 S.A. - Brasil Bolsa Balcão (B3SA3) has a Strategic Asset Allocation Index of 4.2% as of September 2025. Strategic assets (PP&E of R$833.09 Million plus long-term investments of R$-) total R$833.09 Million, measured against net assets of R$19.80 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check B3SA3 asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
B3 S.A. - Brasil Bolsa Balcão Strategic Asset Allocation Index (2004–2024)
This chart shows how B3 S.A. - Brasil Bolsa Balcão's Strategic Asset Allocation Index has evolved across 21 annual periods from 2004 to 2024. As of September 2025, the index stands at 4.2%, representing strategic assets of R$833.09 Million against net assets of R$19.80 Billion BRL. See B3 S.A. - Brasil Bolsa Balcão (B3SA3) flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for B3 S.A. - Brasil Bolsa Balcão (2004–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for B3 S.A. - Brasil Bolsa Balcão from 2004 to 2024, covering 21 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 B3SA3 market cap overview.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 4.7% | R$856.79 Million | R$856.79 Million | R$- | R$18.38 Billion | ▲ +0.4 pp |
| 2023 | 4.3% | R$872.82 Million | R$872.82 Million | R$- | R$20.29 Billion | ▼ -0.2 pp |
| 2022 | 4.5% | R$920.62 Million | R$920.62 Million | R$- | R$20.28 Billion | ▲ +0.5 pp |
| 2021 | 4.0% | R$903.84 Million | R$903.84 Million | R$- | R$22.42 Billion | ▲ +0.7 pp |
| 2020 | 3.3% | R$808.89 Million | R$808.89 Million | R$- | R$24.52 Billion | ▼ -7.5 pp |
| 2019 | 10.8% | R$2.75 Billion | R$689.85 Million | R$2.06 Billion | R$25.40 Billion | ▲ +1.2 pp |
| 2018 | 9.6% | R$2.40 Billion | R$627.33 Million | R$1.77 Billion | R$25.04 Billion | ▼ -1.9 pp |
| 2017 | 11.5% | R$2.79 Billion | R$573.67 Million | R$2.21 Billion | R$24.31 Billion | ▼ -9.6 pp |
| 2016 | 21.1% | R$4.03 Billion | R$462.75 Million | R$3.56 Billion | R$19.08 Billion | ▲ +8.7 pp |
| 2015 | 12.4% | R$2.27 Billion | R$453.09 Million | R$1.82 Billion | R$18.35 Billion | ▼ -16.8 pp |
| 2014 | 29.2% | R$5.54 Billion | R$421.19 Million | R$5.12 Billion | R$18.99 Billion | ▲ +27.0 pp |
| 2013 | 2.2% | R$423.15 Million | R$423.15 Million | R$- | R$19.30 Billion | ▲ +0.3 pp |
| 2012 | 1.9% | R$360.99 Million | R$360.99 Million | R$- | R$19.41 Billion | ▲ +0.0 pp |
| 2011 | 1.9% | R$357.16 Million | R$357.16 Million | R$- | R$19.26 Billion | ▼ 0.0 pp |
| 2010 | 1.9% | R$367.13 Million | R$367.13 Million | R$- | R$19.42 Billion | ▲ +0.5 pp |
| 2009 | 1.4% | R$268.89 Million | R$268.89 Million | R$- | R$19.03 Billion | ▲ +0.1 pp |
| 2008 | 1.3% | R$247.85 Million | R$247.85 Million | R$- | R$19.31 Billion | ▼ -8.1 pp |
| 2007 | 9.3% | R$126.45 Million | R$126.45 Million | R$- | R$1.35 Billion | ▼ -2.9 pp |
| 2006 | 12.3% | R$130.25 Million | R$130.25 Million | R$- | R$1.06 Billion | ▼ -2.1 pp |
| 2005 | 14.4% | R$123.21 Million | R$123.21 Million | R$- | R$857.65 Million | ▼ -1.3 pp |
| 2004 | 15.6% | R$128.05 Million | R$128.05 Million | R$- | R$819.13 Million | — |