B3 S.A. - Brasil Bolsa Balcão Strategic Asset Allocation Index
B3 S.A. - Brasil Bolsa Balcão 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. See B3 S.A. - Brasil Bolsa Balcão balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of B3 S.A. - Brasil Bolsa Balcão (2004–2024)
Strategic asset allocation index of B3 S.A. - Brasil Bolsa Balcão from 2004 to 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. Check B3SA3 tangible net assets ratio to evaluate the tangible quality of the company's equity base.
B3 S.A. - Brasil Bolsa Balcão Strategic Asset Allocation Index by Year (2004–2024)
B3 S.A. - Brasil Bolsa Balcão strategic asset allocation index by year from 2004 to 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 live market cap and overall valuation, see B3 S.A. - Brasil Bolsa Balcão market capitalisation.
| 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 | — |