AB Sagax (publ) (SAGA-A) — Strategic Asset Allocation Index
AB Sagax (publ) (SAGA-A) has a Strategic Asset Allocation Index of 1.3% as of September 2025. Strategic assets (PP&E of Skr554.00 Million plus long-term investments of Skr-) total Skr554.00 Million, measured against net assets of Skr41.35 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check SAGA-A asset liquidity ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
AB Sagax (publ) Strategic Asset Allocation Index (2013–2024)
This chart shows how AB Sagax (publ)'s Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 1.3%, representing strategic assets of Skr554.00 Million against net assets of Skr41.35 Billion SEK. See AB Sagax (publ) financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for AB Sagax (publ) (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for AB Sagax (publ) from 2013 to 2024, 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 the full company profile including market capitalisation, see AB Sagax (publ) stock valuation.
| Year | SAAI | Strategic Assets (SEK) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 1.4% | Skr573.00 Million | Skr573.00 Million | Skr- | Skr41.80 Billion | ▲ +0.1 pp |
| 2023 | 1.3% | Skr471.00 Million | Skr471.00 Million | Skr- | Skr36.58 Billion | ▲ +0.1 pp |
| 2022 | 1.2% | Skr394.00 Million | Skr394.00 Million | Skr- | Skr33.46 Billion | ▼ -148.4 pp |
| 2021 | 149.6% | Skr46.48 Billion | Skr46.48 Billion | Skr- | Skr31.08 Billion | ▼ -18.3 pp |
| 2020 | 167.8% | Skr37.68 Billion | Skr37.68 Billion | Skr- | Skr22.45 Billion | ▼ -33.7 pp |
| 2019 | 201.5% | Skr38.81 Billion | Skr32.71 Billion | Skr6.10 Billion | Skr19.26 Billion | ▼ -9.2 pp |
| 2018 | 210.7% | Skr32.49 Billion | Skr28.77 Billion | Skr3.71 Billion | Skr15.42 Billion | ▼ -22.3 pp |
| 2017 | 233.1% | Skr26.47 Billion | Skr23.77 Billion | Skr2.70 Billion | Skr11.36 Billion | ▼ -25.9 pp |
| 2016 | 259.0% | Skr22.56 Billion | Skr20.63 Billion | Skr1.93 Billion | Skr8.71 Billion | ▼ -30.8 pp |
| 2015 | 289.8% | Skr17.33 Billion | Skr16.07 Billion | Skr1.26 Billion | Skr5.98 Billion | ▼ -22.9 pp |
| 2014 | 312.7% | Skr14.21 Billion | Skr13.39 Billion | Skr821.00 Million | Skr4.54 Billion | ▲ +4.7 pp |
| 2013 | 308.0% | Skr11.46 Billion | Skr10.79 Billion | Skr673.00 Million | Skr3.72 Billion | — |