Investment AB Oresund (ORES) — Strategic Asset Allocation Index
Investment AB Oresund (ORES) has a Strategic Asset Allocation Index of 100.2% as of June 2026. Strategic assets (PP&E of Skr- plus long-term investments of Skr5.56 Billion) total Skr5.56 Billion, measured against net assets of Skr5.55 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ORES net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Investment AB Oresund Strategic Asset Allocation Index (2000–2025)
This chart shows how Investment AB Oresund's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 100.2%, representing strategic assets of Skr5.56 Billion against net assets of Skr5.55 Billion SEK. For live market cap and overall valuation, see ORES stock market capitalisation.
Annual Strategic Asset Allocation Index for Investment AB Oresund (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Investment AB Oresund from 2000 to 2025, covering 26 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 net assets of Investment AB Oresund for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (SEK) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 99.3% | Skr5.25 Billion | Skr14.53 Million | Skr5.24 Billion | Skr5.28 Billion | ▲ +5.6 pp |
| 2024 | 93.7% | Skr4.45 Billion | Skr18.55 Million | Skr4.43 Billion | Skr4.75 Billion | ▲ +1.6 pp |
| 2023 | 92.1% | Skr4.28 Billion | Skr22.18 Million | Skr4.26 Billion | Skr4.64 Billion | ▲ +4.2 pp |
| 2022 | 87.9% | Skr4.14 Billion | Skr11.66 Million | Skr4.13 Billion | Skr4.71 Billion | ▼ -10.3 pp |
| 2021 | 98.2% | Skr6.56 Billion | Skr14.96 Million | Skr6.55 Billion | Skr6.68 Billion | ▲ +0.1 pp |
| 2020 | 98.2% | Skr5.58 Billion | Skr8.75 Million | Skr5.57 Billion | Skr5.69 Billion | ▲ +5.3 pp |
| 2019 | 92.8% | Skr5.69 Billion | Skr11.50 Million | Skr5.68 Billion | Skr6.13 Billion | ▼ -2.1 pp |
| 2018 | 94.9% | Skr5.62 Billion | Skr990.00K | Skr5.62 Billion | Skr5.92 Billion | ▼ -7.0 pp |
| 2017 | 101.9% | Skr5.94 Billion | Skr1.01 Million | Skr5.94 Billion | Skr5.83 Billion | ▼ -0.5 pp |
| 2016 | 102.4% | Skr5.79 Billion | Skr1.09 Million | Skr5.79 Billion | Skr5.66 Billion | ▲ +3.2 pp |
| 2015 | 99.2% | Skr4.66 Billion | Skr1.16 Million | Skr4.66 Billion | Skr4.69 Billion | ▲ +6.1 pp |
| 2014 | 93.2% | Skr3.37 Billion | Skr1.23 Million | Skr3.37 Billion | Skr3.61 Billion | ▲ +93.1 pp |
| 2013 | 0.0% | Skr994.00K | Skr994.00K | Skr- | Skr3.35 Billion | ▼ 0.0 pp |
| 2012 | 0.0% | Skr1.03 Million | Skr1.03 Million | Skr- | Skr2.77 Billion | ▼ -0.1 pp |
| 2011 | 0.1% | Skr2.60 Million | Skr2.60 Million | Skr- | Skr2.38 Billion | ▲ +0.1 pp |
| 2010 | 0.0% | Skr2.33 Million | Skr2.33 Million | Skr- | Skr6.88 Billion | ▲ +0.0 pp |
| 2009 | 0.0% | Skr1.63 Million | Skr1.63 Million | Skr- | Skr7.11 Billion | ▼ 0.0 pp |
| 2008 | 0.0% | Skr1.69 Million | Skr1.69 Million | Skr- | Skr4.28 Billion | ▲ +0.0 pp |
| 2007 | 0.0% | Skr1.81 Million | Skr1.81 Million | Skr- | Skr8.94 Billion | ▲ +0.0 pp |
| 2006 | 0.0% | Skr1.74 Million | Skr1.74 Million | Skr- | Skr9.68 Billion | ▲ +0.0 pp |
| 2005 | 0.0% | Skr1.07 Million | Skr1.07 Million | Skr- | Skr7.33 Billion | ▼ 0.0 pp |
| 2004 | 0.0% | Skr1.09 Million | Skr1.09 Million | Skr- | Skr3.73 Billion | ▼ 0.0 pp |
| 2003 | 0.0% | Skr1.18 Million | Skr1.18 Million | Skr- | Skr2.71 Billion | ▼ 0.0 pp |
| 2002 | 0.1% | Skr1.28 Million | Skr1.28 Million | Skr- | Skr2.50 Billion | ▲ +0.0 pp |
| 2001 | 0.1% | Skr1.29 Million | Skr1.29 Million | Skr- | Skr2.53 Billion | ▲ +0.0 pp |
| 2000 | 0.0% | Skr888.00K | Skr888.00K | Skr- | Skr2.53 Billion | — |