Baloise Holding AG Strategic Asset Allocation Index
Baloise Holding AG strategic asset allocation index. Baloise Holding AG (BALN) has a Strategic Asset Allocation Index of 1736.3% as of June 2025. Strategic assets (PP&E of CHF535.80 Million plus long-term investments of CHF49.69 Billion) total CHF50.23 Billion, measured against net assets of CHF2.89 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Baloise Holding AG to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Baloise Holding AG (2014–2024)
Strategic asset allocation index of Baloise Holding AG from 2014 to 2024. This chart shows how Baloise Holding AG's Strategic Asset Allocation Index has evolved across 11 annual periods from 2014 to 2024. As of June 2025, the index stands at 1736.3%, representing strategic assets of CHF50.23 Billion against net assets of CHF2.89 Billion CHF.
Baloise Holding AG Strategic Asset Allocation Index by Year (2014–2024)
Baloise Holding AG strategic asset allocation index by year from 2014 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Baloise Holding AG from 2014 to 2024, covering 11 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 Baloise Holding AG market cap and net worth.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 1401.8% | CHF50.97 Billion | CHF540.20 Million | CHF50.43 Billion | CHF3.64 Billion | ▼ -105.1 pp |
| 2023 | 1506.9% | CHF49.11 Billion | CHF636.10 Million | CHF48.48 Billion | CHF3.26 Billion | ▲ +42.1 pp |
| 2022 | 1464.7% | CHF50.06 Billion | CHF411.50 Million | CHF49.64 Billion | CHF3.42 Billion | ▲ +659.9 pp |
| 2021 | 804.8% | CHF58.75 Billion | CHF419.50 Million | CHF58.33 Billion | CHF7.30 Billion | ▼ -5.1 pp |
| 2020 | 809.9% | CHF56.58 Billion | CHF466.20 Million | CHF56.11 Billion | CHF6.99 Billion | ▼ -5.8 pp |
| 2019 | 815.7% | CHF54.78 Billion | CHF362.80 Million | CHF54.42 Billion | CHF6.72 Billion | ▼ -5.9 pp |
| 2018 | 821.7% | CHF49.37 Billion | CHF318.30 Million | CHF49.05 Billion | CHF6.01 Billion | ▲ +2.1 pp |
| 2017 | 819.6% | CHF52.53 Billion | CHF353.30 Million | CHF52.17 Billion | CHF6.41 Billion | ▼ -35.0 pp |
| 2016 | 854.5% | CHF49.34 Billion | CHF349.30 Million | CHF48.99 Billion | CHF5.77 Billion | ▲ +167.0 pp |
| 2015 | 687.6% | CHF37.50 Billion | CHF399.10 Million | CHF37.10 Billion | CHF5.45 Billion | ▲ +27.4 pp |
| 2014 | 660.1% | CHF38.49 Billion | CHF379.20 Million | CHF38.11 Billion | CHF5.83 Billion | — |