TOTVS S.A (TOTS3) — Strategic Asset Allocation Index
TOTVS S.A (TOTS3) has a Strategic Asset Allocation Index of 10.2% as of December 2025. Strategic assets (PP&E of R$553.19 Million plus long-term investments of R$-) total R$553.19 Million, measured against net assets of R$5.44 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See TOTS3 equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
TOTVS S.A Strategic Asset Allocation Index (2002–2025)
This chart shows how TOTVS S.A's Strategic Asset Allocation Index has evolved across 24 annual periods from 2002 to 2025. As of December 2025, the index stands at 10.2%, representing strategic assets of R$553.19 Million against net assets of R$5.44 Billion BRL. For live market cap and overall valuation, see market value of TOTVS S.A.
Annual Strategic Asset Allocation Index for TOTVS S.A (2002–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for TOTVS S.A from 2002 to 2025, covering 24 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 TOTS3 net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (BRL) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 10.2% | R$553.19 Million | R$553.19 Million | R$- | R$5.44 Billion | ▲ +2.2 pp |
| 2024 | 8.0% | R$399.21 Million | R$399.21 Million | R$- | R$4.99 Billion | ▼ -0.2 pp |
| 2023 | 8.2% | R$413.49 Million | R$413.49 Million | R$- | R$5.01 Billion | ▼ -0.8 pp |
| 2022 | 9.1% | R$416.88 Million | R$416.88 Million | R$- | R$4.58 Billion | ▲ +0.1 pp |
| 2021 | 9.0% | R$404.87 Million | R$404.87 Million | R$- | R$4.49 Billion | ▼ -5.0 pp |
| 2020 | 14.0% | R$364.45 Million | R$364.45 Million | R$- | R$2.60 Billion | ▼ -4.7 pp |
| 2019 | 18.7% | R$464.51 Million | R$389.43 Million | R$75.08 Million | R$2.48 Billion | ▼ -2.3 pp |
| 2018 | 21.0% | R$271.13 Million | R$198.83 Million | R$72.30 Million | R$1.29 Billion | ▲ +1.9 pp |
| 2017 | 19.2% | R$242.02 Million | R$182.02 Million | R$59.99 Million | R$1.26 Billion | ▼ 0.0 pp |
| 2016 | 19.2% | R$234.42 Million | R$176.27 Million | R$58.15 Million | R$1.22 Billion | ▲ +4.5 pp |
| 2015 | 14.7% | R$181.64 Million | R$113.60 Million | R$68.04 Million | R$1.24 Billion | ▲ +3.4 pp |
| 2014 | 11.3% | R$126.06 Million | R$79.12 Million | R$46.93 Million | R$1.12 Billion | ▲ +1.3 pp |
| 2013 | 10.0% | R$107.01 Million | R$70.67 Million | R$36.33 Million | R$1.07 Billion | ▲ +3.6 pp |
| 2012 | 6.4% | R$58.09 Million | R$58.09 Million | R$- | R$913.15 Million | ▼ -1.5 pp |
| 2011 | 7.8% | R$58.86 Million | R$58.86 Million | R$- | R$749.87 Million | ▲ +2.1 pp |
| 2010 | 5.8% | R$36.53 Million | R$36.53 Million | R$- | R$631.58 Million | ▼ -0.3 pp |
| 2009 | 6.1% | R$32.89 Million | R$32.89 Million | R$- | R$542.02 Million | ▼ -0.9 pp |
| 2008 | 6.9% | R$31.86 Million | R$31.86 Million | R$- | R$459.22 Million | ▲ +1.7 pp |
| 2007 | 5.2% | R$18.77 Million | R$18.77 Million | R$- | R$357.90 Million | ▲ +0.1 pp |
| 2006 | 5.1% | R$17.93 Million | R$17.93 Million | R$- | R$350.20 Million | ▼ -13.5 pp |
| 2005 | 18.6% | R$14.22 Million | R$14.22 Million | R$- | R$76.47 Million | ▼ -10.6 pp |
| 2004 | 29.2% | R$9.29 Million | R$9.29 Million | R$- | R$31.81 Million | ▲ +7.9 pp |
| 2003 | 21.3% | R$5.70 Million | R$5.70 Million | R$- | R$26.73 Million | ▼ -6.8 pp |
| 2002 | 28.1% | R$6.12 Million | R$6.12 Million | R$- | R$21.79 Million | — |