Investor AB ser. B Strategic Asset Allocation Index
Investor AB ser. B strategic asset allocation index. Investor AB ser. B (INVE-B) has a Strategic Asset Allocation Index of 97.8% as of December 2025. Strategic assets (PP&E of Skr10.24 Billion plus long-term investments of Skr922.73 Billion) total Skr932.97 Billion, measured against net assets of Skr953.90 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Investor AB ser. B's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Investor AB ser. B (2014–2025)
Strategic asset allocation index of Investor AB ser. B from 2014 to 2025. This chart shows how Investor AB ser. B's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of December 2025, the index stands at 97.8%, representing strategic assets of Skr932.97 Billion against net assets of Skr953.90 Billion SEK. Check tangible net worth ratio of Investor AB ser. B to evaluate the tangible quality of the company's equity base.
Investor AB ser. B Strategic Asset Allocation Index by Year (2014–2025)
Investor AB ser. B 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. B 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 market cap of Investor AB ser. B.
| 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 | ▼ -0.1 pp |
| 2022 | 96.1% | Skr582.14 Billion | Skr7.83 Billion | Skr574.32 Billion | Skr605.65 Billion | ▼ -0.8 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 | — |