Helvetia Holding AG Strategic Asset Allocation Index
Helvetia Holding AG strategic asset allocation index. Helvetia Holding AG (HELN) has a Strategic Asset Allocation Index of 1086.1% as of June 2025. Strategic assets (PP&E of CHF- plus long-term investments of CHF46.41 Billion) total CHF46.41 Billion, measured against net assets of CHF4.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Helvetia Holding AG to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Helvetia Holding AG (2013–2024)
Strategic asset allocation index of Helvetia Holding AG from 2013 to 2024. This chart shows how Helvetia 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 1086.1%, representing strategic assets of CHF46.41 Billion against net assets of CHF4.27 Billion CHF.
Helvetia Holding AG Strategic Asset Allocation Index by Year (2013–2024)
Helvetia 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 Helvetia 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 HELN market cap.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 956.5% | CHF42.51 Billion | CHF- | CHF42.51 Billion | CHF4.44 Billion | ▼ -45.8 pp |
| 2023 | 1002.2% | CHF41.25 Billion | CHF1.09 Billion | CHF40.16 Billion | CHF4.12 Billion | ▼ -64.9 pp |
| 2022 | 1067.2% | CHF40.31 Billion | CHF1.03 Billion | CHF39.28 Billion | CHF3.78 Billion | ▲ +319.2 pp |
| 2021 | 747.9% | CHF47.98 Billion | CHF1.03 Billion | CHF46.95 Billion | CHF6.41 Billion | ▼ -10.8 pp |
| 2020 | 758.7% | CHF48.56 Billion | CHF1.04 Billion | CHF47.52 Billion | CHF6.40 Billion | ▲ +122.4 pp |
| 2019 | 636.3% | CHF37.12 Billion | CHF563.60 Million | CHF36.56 Billion | CHF5.83 Billion | ▼ -32.0 pp |
| 2018 | 668.4% | CHF38.75 Billion | CHF490.10 Million | CHF38.26 Billion | CHF5.80 Billion | ▲ +3.1 pp |
| 2017 | 665.3% | CHF39.45 Billion | CHF524.40 Million | CHF38.92 Billion | CHF5.93 Billion | ▼ -17.6 pp |
| 2016 | 682.8% | CHF37.64 Billion | CHF487.10 Million | CHF37.16 Billion | CHF5.51 Billion | ▲ +85.8 pp |
| 2015 | 597.1% | CHF31.98 Billion | CHF495.90 Million | CHF31.48 Billion | CHF5.36 Billion | ▲ +19.9 pp |
| 2014 | 577.2% | CHF32.69 Billion | CHF545.60 Million | CHF32.14 Billion | CHF5.66 Billion | ▼ -26.8 pp |
| 2013 | 604.0% | CHF24.95 Billion | CHF- | CHF24.95 Billion | CHF4.13 Billion | — |