Investor AB ser. A Strategic Asset Allocation Index
Investor AB ser. A strategic asset allocation index. Investor AB ser. A (INVE-A) has a Strategic Asset Allocation Index of 97.6% as of June 2026. Strategic assets (PP&E of Skr- plus long-term investments of Skr1.06 Trillion) total Skr1.06 Trillion, measured against net assets of Skr1.09 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible net worth ratio of Investor AB ser. A to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Investor AB ser. A (2014–2025)
Strategic asset allocation index of Investor AB ser. A from 2014 to 2025. This chart shows how Investor AB ser. A's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2026, the index stands at 97.6%, representing strategic assets of Skr1.06 Trillion against net assets of Skr1.09 Trillion SEK.
Investor AB ser. A Strategic Asset Allocation Index by Year (2014–2025)
Investor AB ser. A strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Investor AB ser. A from 2014 to 2025, covering 12 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 Investor AB ser. A stock valuation.
| Year | SAAI | Strategic Assets (SEK) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 97.8% | Skr932.97 Billion | Skr10.24 Billion | Skr922.73 Billion | Skr953.90 Billion | ▲ +2.7 pp |
| 2024 | 95.1% | Skr779.54 Billion | Skr10.36 Billion | Skr769.18 Billion | Skr819.75 Billion | ▼ -0.9 pp |
| 2023 | 96.0% | Skr689.04 Billion | Skr8.02 Billion | Skr681.03 Billion | Skr717.43 Billion | ▼ -1.5 pp |
| 2022 | 97.5% | Skr590.55 Billion | Skr16.24 Billion | Skr574.32 Billion | Skr605.65 Billion | ▲ +0.6 pp |
| 2021 | 96.9% | Skr662.38 Billion | Skr6.73 Billion | Skr655.66 Billion | Skr683.50 Billion | ▼ -1.1 pp |
| 2020 | 98.0% | Skr453.67 Billion | Skr9.96 Billion | Skr443.71 Billion | Skr462.78 Billion | ▼ -1.0 pp |
| 2019 | 99.0% | Skr416.67 Billion | Skr10.12 Billion | Skr406.54 Billion | Skr420.92 Billion | ▲ +0.9 pp |
| 2018 | 98.0% | Skr321.28 Billion | Skr10.46 Billion | Skr310.82 Billion | Skr327.69 Billion | ▼ -0.9 pp |
| 2017 | 98.9% | Skr332.79 Billion | Skr9.17 Billion | Skr323.61 Billion | Skr336.33 Billion | ▲ +0.2 pp |
| 2016 | 98.7% | Skr296.34 Billion | Skr8.35 Billion | Skr288.00 Billion | Skr300.14 Billion | ▼ -0.2 pp |
| 2015 | 98.9% | Skr269.08 Billion | Skr6.48 Billion | Skr262.59 Billion | Skr271.98 Billion | ▲ +0.1 pp |
| 2014 | 98.8% | Skr257.86 Billion | Skr5.70 Billion | Skr252.16 Billion | Skr260.99 Billion | — |