Baloise Holding AG (BALN) — 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. See Baloise Holding AG net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Baloise Holding AG Strategic Asset Allocation Index (2014–2024)
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. For live market cap and overall valuation, see Baloise Holding AG (BALN) market capitalisation.
Annual Strategic Asset Allocation Index for Baloise Holding AG (2014–2024)
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. See what is Baloise Holding AG's book value for net asset value and shareholders' equity analysis.
| 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 | — |