HBM Healthcare Investments (HBMN) — Strategic Asset Allocation Index
HBM Healthcare Investments (HBMN) has a Strategic Asset Allocation Index of 109.2% as of December 2025. Strategic assets (PP&E of CHF- plus long-term investments of CHF2.03 Billion) total CHF2.03 Billion, measured against net assets of CHF1.86 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check HBMN tangible net assets ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
HBM Healthcare Investments Strategic Asset Allocation Index (2015–2025)
This chart shows how HBM Healthcare Investments's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of December 2025, the index stands at 109.2%, representing strategic assets of CHF2.03 Billion against net assets of CHF1.86 Billion CHF.
Annual Strategic Asset Allocation Index for HBM Healthcare Investments (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for HBM Healthcare Investments from 2015 to 2025, covering 11 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 HBMN market cap overview.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 106.1% | CHF1.75 Billion | CHF- | CHF1.75 Billion | CHF1.65 Billion | ▲ +0.7 pp |
| 2024 | 105.4% | CHF1.80 Billion | CHF- | CHF1.80 Billion | CHF1.70 Billion | ▼ -2.8 pp |
| 2023 | 108.2% | CHF1.92 Billion | CHF- | CHF1.92 Billion | CHF1.77 Billion | ▲ +0.9 pp |
| 2022 | 107.3% | CHF2.13 Billion | CHF- | CHF2.13 Billion | CHF1.99 Billion | ▲ +2.5 pp |
| 2021 | 104.8% | CHF2.26 Billion | CHF- | CHF2.26 Billion | CHF2.15 Billion | ▼ -1.9 pp |
| 2020 | 106.7% | CHF1.55 Billion | CHF- | CHF1.55 Billion | CHF1.45 Billion | ▼ -0.8 pp |
| 2019 | 107.5% | CHF1.42 Billion | CHF- | CHF1.42 Billion | CHF1.32 Billion | ▼ -0.8 pp |
| 2018 | 108.3% | CHF1.25 Billion | CHF- | CHF1.25 Billion | CHF1.16 Billion | ▼ -0.6 pp |
| 2017 | 108.9% | CHF1.19 Billion | CHF- | CHF1.19 Billion | CHF1.10 Billion | ▼ -2.0 pp |
| 2016 | 110.8% | CHF1.13 Billion | CHF- | CHF1.13 Billion | CHF1.02 Billion | ▲ +15.7 pp |
| 2015 | 95.1% | CHF1.02 Billion | CHF- | CHF1.02 Billion | CHF1.07 Billion | — |