Helvetia Holding AG (HELN) — 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. See net asset quality index of Helvetia Holding AG to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Helvetia Holding AG Strategic Asset Allocation Index (2013–2024)
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. For live market cap and overall valuation, see HELN market cap overview.
Annual Strategic Asset Allocation Index for Helvetia Holding AG (2013–2024)
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. See Helvetia Holding AG (HELN) shareholders funds for net asset value and shareholders' equity analysis.
| 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 | — |