Belimo Holding Strategic Asset Allocation Index
Belimo Holding strategic asset allocation index. Belimo Holding (BEAN) has a Strategic Asset Allocation Index of 50.9% as of June 2025. Strategic assets (PP&E of CHF275.93 Million plus long-term investments of CHF-) total CHF275.93 Million, measured against net assets of CHF542.58 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Belimo Holding (BEAN) tangible equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Belimo Holding (2013–2024)
Strategic asset allocation index of Belimo Holding from 2013 to 2024. This chart shows how Belimo Holding's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 50.9%, representing strategic assets of CHF275.93 Million against net assets of CHF542.58 Million CHF.
Belimo Holding Strategic Asset Allocation Index by Year (2013–2024)
Belimo Holding strategic asset allocation index by year from 2013 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Belimo Holding 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 live market cap and overall valuation, see Belimo Holding (BEAN) market capitalisation.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 45.9% | CHF266.58 Million | CHF266.58 Million | CHF- | CHF580.74 Million | ▲ +3.8 pp |
| 2023 | 42.1% | CHF223.27 Million | CHF223.27 Million | CHF- | CHF530.49 Million | ▲ +0.5 pp |
| 2022 | 41.6% | CHF217.01 Million | CHF217.01 Million | CHF- | CHF521.76 Million | ▲ +7.5 pp |
| 2021 | 34.1% | CHF174.36 Million | CHF174.36 Million | CHF- | CHF511.34 Million | ▼ -2.7 pp |
| 2020 | 36.8% | CHF180.11 Million | CHF180.11 Million | CHF- | CHF489.26 Million | ▼ -0.7 pp |
| 2019 | 37.5% | CHF190.23 Million | CHF188.34 Million | CHF1.89 Million | CHF507.34 Million | ▼ 0.0 pp |
| 2018 | 37.5% | CHF164.11 Million | CHF162.30 Million | CHF1.81 Million | CHF437.24 Million | ▼ -2.5 pp |
| 2017 | 40.0% | CHF165.62 Million | CHF164.03 Million | CHF1.60 Million | CHF413.65 Million | ▼ -5.6 pp |
| 2016 | 45.6% | CHF168.24 Million | CHF166.41 Million | CHF1.83 Million | CHF368.96 Million | ▼ -5.6 pp |
| 2015 | 51.2% | CHF172.42 Million | CHF171.43 Million | CHF983.00K | CHF336.96 Million | ▲ +5.2 pp |
| 2014 | 46.0% | CHF145.81 Million | CHF144.74 Million | CHF1.07 Million | CHF316.92 Million | ▲ +45.7 pp |
| 2013 | 0.3% | CHF1.00 Million | CHF- | CHF1.00 Million | CHF287.46 Million | — |