Avanza Bank Holding AB (publ) (AZA) — Strategic Asset Allocation Index
Avanza Bank Holding AB (publ) (AZA) has a Strategic Asset Allocation Index of 773.8% as of December 2025. Strategic assets (PP&E of Skr453.00 Million plus long-term investments of Skr60.91 Billion) total Skr61.36 Billion, measured against net assets of Skr7.93 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Avanza Bank Holding AB (publ) balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Avanza Bank Holding AB (publ) Strategic Asset Allocation Index (2013–2025)
This chart shows how Avanza Bank Holding AB (publ)'s Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 773.8%, representing strategic assets of Skr61.36 Billion against net assets of Skr7.93 Billion SEK. For live market cap and overall valuation, see Avanza Bank Holding AB (publ) stock valuation.
Annual Strategic Asset Allocation Index for Avanza Bank Holding AB (publ) (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Avanza Bank Holding AB (publ) from 2013 to 2025, covering 13 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 AZA book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (SEK) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 773.8% | Skr61.36 Billion | Skr453.00 Million | Skr60.91 Billion | Skr7.93 Billion | ▲ +178.9 pp |
| 2024 | 594.9% | Skr37.60 Billion | Skr360.00 Million | Skr37.24 Billion | Skr6.32 Billion | ▼ -25.8 pp |
| 2023 | 620.6% | Skr36.20 Billion | Skr154.00 Million | Skr36.05 Billion | Skr5.83 Billion | ▼ -45.4 pp |
| 2022 | 666.0% | Skr32.98 Billion | Skr147.00 Million | Skr32.83 Billion | Skr4.95 Billion | ▲ +53.5 pp |
| 2021 | 612.5% | Skr28.80 Billion | Skr181.00 Million | Skr28.61 Billion | Skr4.70 Billion | ▼ -215.9 pp |
| 2020 | 828.4% | Skr26.28 Billion | Skr217.00 Million | Skr26.06 Billion | Skr3.17 Billion | ▼ -113.6 pp |
| 2019 | 942.0% | Skr18.32 Billion | Skr111.00 Million | Skr18.21 Billion | Skr1.95 Billion | ▼ -95.3 pp |
| 2018 | 1037.3% | Skr17.11 Billion | Skr40.00 Million | Skr17.07 Billion | Skr1.65 Billion | ▲ +23.1 pp |
| 2017 | 1014.2% | Skr14.47 Billion | Skr30.00 Million | Skr14.44 Billion | Skr1.43 Billion | ▼ -0.1 pp |
| 2016 | 1014.3% | Skr13.27 Billion | Skr18.00 Million | Skr13.25 Billion | Skr1.31 Billion | ▼ -62.1 pp |
| 2015 | 1076.4% | Skr12.12 Billion | Skr20.00 Million | Skr12.10 Billion | Skr1.13 Billion | ▲ +325.9 pp |
| 2014 | 750.4% | Skr6.12 Billion | Skr12.00 Million | Skr6.10 Billion | Skr815.00 Million | ▲ +750.4 pp |
| 2013 | 0.0% | Skr40.00K | Skr40.00K | Skr- | Skr794.00 Million | — |