Burkhalter Holding AG (BRKN) — Strategic Asset Allocation Index
Burkhalter Holding AG (BRKN) has a Strategic Asset Allocation Index of 59.4% as of June 2025. Strategic assets (PP&E of CHF60.98 Million plus long-term investments of CHF-) total CHF60.98 Million, measured against net assets of CHF102.60 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BRKN net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Burkhalter Holding AG Strategic Asset Allocation Index (2013–2024)
This chart shows how Burkhalter Holding AG's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 59.4%, representing strategic assets of CHF60.98 Million against net assets of CHF102.60 Million CHF. For live market cap and overall valuation, see Burkhalter Holding AG market cap and net worth.
Annual Strategic Asset Allocation Index for Burkhalter Holding AG (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Burkhalter Holding 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 shareholders equity of Burkhalter Holding AG for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 45.0% | CHF60.76 Million | CHF60.76 Million | CHF- | CHF135.11 Million | ▲ +2.4 pp |
| 2023 | 42.5% | CHF53.59 Million | CHF53.59 Million | CHF- | CHF126.02 Million | ▲ +6.6 pp |
| 2022 | 35.9% | CHF48.30 Million | CHF48.30 Million | CHF- | CHF134.45 Million | ▲ +3.2 pp |
| 2021 | 32.7% | CHF24.19 Million | CHF24.19 Million | CHF- | CHF73.99 Million | ▲ +1.1 pp |
| 2020 | 31.6% | CHF22.52 Million | CHF22.52 Million | CHF- | CHF71.28 Million | ▲ +5.5 pp |
| 2019 | 26.1% | CHF22.22 Million | CHF22.22 Million | CHF- | CHF85.26 Million | ▲ +0.7 pp |
| 2018 | 25.4% | CHF22.48 Million | CHF20.10 Million | CHF2.38 Million | CHF88.61 Million | ▲ +16.5 pp |
| 2017 | 8.9% | CHF8.61 Million | CHF6.11 Million | CHF2.49 Million | CHF96.57 Million | ▼ -13.6 pp |
| 2016 | 22.6% | CHF22.69 Million | CHF6.53 Million | CHF16.16 Million | CHF100.59 Million | ▼ -6.2 pp |
| 2015 | 28.7% | CHF27.79 Million | CHF6.04 Million | CHF21.75 Million | CHF96.69 Million | ▲ +7.2 pp |
| 2014 | 21.6% | CHF20.21 Million | CHF5.57 Million | CHF14.64 Million | CHF93.66 Million | ▲ +11.4 pp |
| 2013 | 10.2% | CHF9.00 Million | CHF- | CHF9.00 Million | CHF88.47 Million | — |