Belimo Holding (BEAN) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Belimo Holding Strategic Asset Allocation Index (2013–2024)
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. Explore BEAN cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Belimo Holding (2013–2024)
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 the full company profile including market capitalisation, see BEAN market cap.
| 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 | — |