APG SGA SA (APGN) — Strategic Asset Allocation Index
APG SGA SA (APGN) has a Strategic Asset Allocation Index of 64.1% as of December 2025. Strategic assets (PP&E of CHF46.73 Million plus long-term investments of CHF-) total CHF46.73 Million, measured against net assets of CHF72.85 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of APG SGA SA to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
APG SGA SA Strategic Asset Allocation Index (2013–2025)
This chart shows how APG SGA SA's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 64.1%, representing strategic assets of CHF46.73 Million against net assets of CHF72.85 Million CHF. For live market cap and overall valuation, see APG SGA SA market capitalisation.
Annual Strategic Asset Allocation Index for APG SGA SA (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for APG SGA SA from 2013 to 2025, covering 13 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 APG SGA SA (APGN) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 64.1% | CHF46.73 Million | CHF46.73 Million | CHF- | CHF72.85 Million | ▲ +6.9 pp |
| 2024 | 57.3% | CHF46.85 Million | CHF46.85 Million | CHF- | CHF81.82 Million | ▲ +2.5 pp |
| 2023 | 54.8% | CHF45.91 Million | CHF45.91 Million | CHF- | CHF83.86 Million | ▲ +0.5 pp |
| 2022 | 54.3% | CHF49.52 Million | CHF49.52 Million | CHF- | CHF91.22 Million | ▲ +2.8 pp |
| 2021 | 51.5% | CHF52.41 Million | CHF52.41 Million | CHF- | CHF101.73 Million | ▼ -10.2 pp |
| 2020 | 61.7% | CHF55.20 Million | CHF55.20 Million | CHF- | CHF89.41 Million | ▼ -22.9 pp |
| 2019 | 84.7% | CHF65.32 Million | CHF57.92 Million | CHF7.40 Million | CHF77.14 Million | ▲ +20.4 pp |
| 2018 | 64.2% | CHF61.81 Million | CHF58.31 Million | CHF3.50 Million | CHF96.21 Million | ▲ +10.1 pp |
| 2017 | 54.1% | CHF65.15 Million | CHF62.31 Million | CHF2.84 Million | CHF120.32 Million | ▲ +10.2 pp |
| 2016 | 44.0% | CHF62.32 Million | CHF62.27 Million | CHF50.00K | CHF141.77 Million | ▼ -1.8 pp |
| 2015 | 45.8% | CHF64.33 Million | CHF63.47 Million | CHF860.00K | CHF140.45 Million | ▲ +1.9 pp |
| 2014 | 43.9% | CHF66.83 Million | CHF66.72 Million | CHF113.00K | CHF152.09 Million | ▲ +41.6 pp |
| 2013 | 2.4% | CHF3.00 Million | CHF- | CHF3.00 Million | CHF126.48 Million | — |