Helvetia Holding AG (HBAN) — Strategic Asset Allocation Index
Helvetia Holding AG (HBAN) has a Strategic Asset Allocation Index of 688.4% as of December 2025. Strategic assets (PP&E of CHF- plus long-term investments of CHF94.71 Billion) total CHF94.71 Billion, measured against net assets of CHF13.76 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Helvetia Holding AG balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Helvetia Holding AG Strategic Asset Allocation Index (2021–2025)
This chart shows how Helvetia Holding AG's Strategic Asset Allocation Index has evolved across 5 annual periods from 2021 to 2025. As of December 2025, the index stands at 688.4%, representing strategic assets of CHF94.71 Billion against net assets of CHF13.76 Billion CHF. For live market cap and overall valuation, see market cap of Helvetia Holding AG.
Annual Strategic Asset Allocation Index for Helvetia Holding AG (2021–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Helvetia Holding AG from 2021 to 2025, covering 5 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 net assets of Helvetia Holding AG for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 688.4% | CHF94.71 Billion | CHF- | CHF94.71 Billion | CHF13.76 Billion | ▼ -268.0 pp |
| 2024 | 956.5% | CHF42.51 Billion | CHF- | CHF42.51 Billion | CHF4.44 Billion | ▲ +327.8 pp |
| 2023 | 628.7% | CHF40.16 Billion | CHF- | CHF40.16 Billion | CHF6.39 Billion | ▼ -406.2 pp |
| 2022 | 1034.9% | CHF39.09 Billion | CHF- | CHF39.09 Billion | CHF3.78 Billion | ▲ +212.9 pp |
| 2021 | 822.0% | CHF52.73 Billion | CHF- | CHF52.73 Billion | CHF6.41 Billion | — |