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. See B3 S.A. - Brasil Bolsa Balcão net asset quality index to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see B3 S.A. - Brasil Bolsa Balcão market capitalisation.
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. See what is B3 S.A. - Brasil Bolsa Balcão's book value for net asset value and shareholders' equity analysis.
| 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 | — |