EFG International AG Strategic Asset Allocation Index
EFG International AG strategic asset allocation index. EFG International AG (EFGN) has a Strategic Asset Allocation Index of 485.3% as of June 2026. Strategic assets (PP&E of CHF- plus long-term investments of CHF11.50 Billion) total CHF11.50 Billion, measured against net assets of CHF2.37 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of EFG International AG to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of EFG International AG (2013–2025)
Strategic asset allocation index of EFG International AG from 2013 to 2025. This chart shows how EFG International AG's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 485.3%, representing strategic assets of CHF11.50 Billion against net assets of CHF2.37 Billion CHF. Check EFG International AG (EFGN) tangible equity ratio to evaluate the tangible quality of the company's equity base.
EFG International AG Strategic Asset Allocation Index by Year (2013–2025)
EFG International AG strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for EFG International AG from 2013 to 2025, covering 13 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 how much is EFG International AG worth.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 459.3% | CHF10.98 Billion | CHF342.80 Million | CHF10.63 Billion | CHF2.39 Billion | ▼ -65.9 pp |
| 2024 | 525.2% | CHF12.49 Billion | CHF359.80 Million | CHF12.13 Billion | CHF2.38 Billion | ▼ -85.1 pp |
| 2023 | 610.3% | CHF13.53 Billion | CHF299.90 Million | CHF13.23 Billion | CHF2.22 Billion | ▼ -48.2 pp |
| 2022 | 658.5% | CHF13.60 Billion | CHF311.70 Million | CHF13.29 Billion | CHF2.07 Billion | ▲ +237.0 pp |
| 2021 | 421.5% | CHF9.66 Billion | CHF334.60 Million | CHF9.32 Billion | CHF2.29 Billion | ▼ -124.7 pp |
| 2020 | 546.2% | CHF9.60 Billion | CHF335.20 Million | CHF9.27 Billion | CHF1.76 Billion | ▼ -29.6 pp |
| 2019 | 575.8% | CHF10.25 Billion | CHF282.10 Million | CHF9.97 Billion | CHF1.78 Billion | ▼ -56.3 pp |
| 2018 | 632.1% | CHF10.47 Billion | CHF202.10 Million | CHF10.27 Billion | CHF1.66 Billion | ▲ +62.6 pp |
| 2017 | 569.5% | CHF9.84 Billion | CHF255.00 Million | CHF9.58 Billion | CHF1.73 Billion | ▲ +58.4 pp |
| 2016 | 511.1% | CHF10.86 Billion | CHF253.70 Million | CHF10.60 Billion | CHF2.12 Billion | ▲ +11.7 pp |
| 2015 | 499.4% | CHF5.64 Billion | CHF21.60 Million | CHF5.62 Billion | CHF1.13 Billion | ▲ +28.6 pp |
| 2014 | 470.8% | CHF5.53 Billion | CHF21.10 Million | CHF5.51 Billion | CHF1.18 Billion | ▼ -21.4 pp |
| 2013 | 492.2% | CHF5.45 Billion | CHF- | CHF5.45 Billion | CHF1.11 Billion | — |