Loomis AB ser. B (LOOMIS) — Strategic Asset Allocation Index
Loomis AB ser. B (LOOMIS) has a Strategic Asset Allocation Index of 79.6% as of December 2022. Strategic assets (PP&E of Skr9.92 Billion plus long-term investments of Skr-) total Skr9.92 Billion, measured against net assets of Skr12.46 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Loomis AB ser. B to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Loomis AB ser. B Strategic Asset Allocation Index (2016–2022)
This chart shows how Loomis AB ser. B's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of December 2022, the index stands at 79.6%, representing strategic assets of Skr9.92 Billion against net assets of Skr12.46 Billion SEK. For live market cap and overall valuation, see LOOMIS stock market capitalisation.
Annual Strategic Asset Allocation Index for Loomis AB ser. B (2016–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Loomis AB ser. B from 2016 to 2022, covering 7 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 LOOMIS book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (SEK) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 79.6% | Skr9.92 Billion | Skr9.92 Billion | Skr- | Skr12.46 Billion | ▼ -4.3 pp |
| 2021 | 83.9% | Skr8.44 Billion | Skr8.44 Billion | Skr- | Skr10.06 Billion | ▼ -4.4 pp |
| 2020 | 88.3% | Skr7.75 Billion | Skr7.75 Billion | Skr- | Skr8.77 Billion | ▼ -2.8 pp |
| 2019 | 91.0% | Skr8.73 Billion | Skr8.73 Billion | Skr- | Skr9.59 Billion | ▲ +27.4 pp |
| 2018 | 63.6% | Skr5.36 Billion | Skr5.36 Billion | Skr- | Skr8.42 Billion | ▼ -3.0 pp |
| 2017 | 66.6% | Skr4.69 Billion | Skr4.69 Billion | Skr- | Skr7.04 Billion | ▼ -4.2 pp |
| 2016 | 70.8% | Skr4.71 Billion | Skr4.71 Billion | Skr- | Skr6.65 Billion | — |