Bellevue Group AG (BBN) — Strategic Asset Allocation Index
Bellevue Group AG (BBN) has a Strategic Asset Allocation Index of 19.7% as of June 2025. Strategic assets (PP&E of CHF22.19 Million plus long-term investments of CHF-) total CHF22.19 Million, measured against net assets of CHF112.53 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BBN equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Bellevue Group AG Strategic Asset Allocation Index (2013–2024)
This chart shows how Bellevue Group AG's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 19.7%, representing strategic assets of CHF22.19 Million against net assets of CHF112.53 Million CHF. For live market cap and overall valuation, see BBN market cap.
Annual Strategic Asset Allocation Index for Bellevue Group AG (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Bellevue Group AG 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. See Bellevue Group AG net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 19.2% | CHF22.78 Million | CHF22.78 Million | CHF- | CHF118.52 Million | ▲ +15.8 pp |
| 2023 | 3.4% | CHF4.19 Million | CHF4.19 Million | CHF- | CHF122.47 Million | ▲ +0.3 pp |
| 2022 | 3.1% | CHF4.19 Million | CHF4.19 Million | CHF- | CHF133.89 Million | ▲ +1.1 pp |
| 2021 | 2.1% | CHF3.03 Million | CHF3.03 Million | CHF- | CHF146.59 Million | ▼ -1.0 pp |
| 2020 | 3.0% | CHF5.03 Million | CHF5.03 Million | CHF- | CHF165.82 Million | ▼ -17.1 pp |
| 2019 | 20.1% | CHF39.93 Million | CHF8.25 Million | CHF31.68 Million | CHF198.35 Million | ▲ +19.9 pp |
| 2018 | 0.2% | CHF1.02 Million | CHF1.02 Million | CHF- | CHF442.17 Million | ▼ -12.6 pp |
| 2017 | 12.9% | CHF54.68 Million | CHF304.00K | CHF54.37 Million | CHF425.01 Million | ▲ +0.9 pp |
| 2016 | 12.0% | CHF52.88 Million | CHF1.40 Million | CHF51.48 Million | CHF440.36 Million | ▼ -6.0 pp |
| 2015 | 18.0% | CHF24.46 Million | CHF1.62 Million | CHF22.84 Million | CHF135.96 Million | ▲ +12.0 pp |
| 2014 | 6.0% | CHF24.04 Million | CHF224.00K | CHF23.82 Million | CHF402.44 Million | ▼ -10.1 pp |
| 2013 | 16.1% | CHF24.00 Million | CHF- | CHF24.00 Million | CHF149.45 Million | — |