Burkhalter Holding AG Strategic Asset Allocation Index
Burkhalter Holding AG 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. Check BRKN goodwill-adjusted 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 Burkhalter Holding AG (2013–2024)
Strategic asset allocation index of Burkhalter Holding AG from 2013 to 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.
Burkhalter Holding AG Strategic Asset Allocation Index by Year (2013–2024)
Burkhalter Holding AG strategic asset allocation index by year from 2013 to 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. For live market cap and overall valuation, see Burkhalter Holding AG (BRKN) total market value.
| 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 | — |