Chocoladefabriken Lindt & Spruengli AG Part (LISP) — Strategic Asset Allocation Index

Latest as of June 2025: 39.1%

Chocoladefabriken Lindt & Spruengli AG Part (LISP) has a Strategic Asset Allocation Index of 39.1% as of June 2025. Strategic assets (PP&E of CHF1.86 Billion plus long-term investments of CHF-) total CHF1.86 Billion, measured against net assets of CHF4.76 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Chocoladefabriken Lindt & Spruengli AG P to measure how much of total assets are equity-financed.

SAAI

39.1%
Strategic Assets / Net Assets

Strategic Assets

CHF1.86 Billion
PP&E + LT Investments

PP&E

CHF1.86 Billion
CHF

Net Assets

CHF4.76 Billion
CHF

Chocoladefabriken Lindt & Spruengli AG Part Strategic Asset Allocation Index (2013–2024)

This chart shows how Chocoladefabriken Lindt & Spruengli AG Part's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 39.1%, representing strategic assets of CHF1.86 Billion against net assets of CHF4.76 Billion CHF. For live market cap and overall valuation, see how much is Chocoladefabriken Lindt & Spruengli AG P worth.

Annual Strategic Asset Allocation Index for Chocoladefabriken Lindt & Spruengli AG Part (2013–2024)

The table below presents the year-by-year Strategic Asset Allocation Index for Chocoladefabriken Lindt & Spruengli AG Part 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 Chocoladefabriken Lindt & Spruengli AG P net assets for net asset value and shareholders' equity analysis.

Year SAAI Strategic Assets (CHF) PP&E LT Investments Net Assets Change (pp)
2024 40.0% CHF1.94 Billion CHF1.94 Billion CHF- CHF4.84 Billion ▼ -1.0 pp
2023 41.0% CHF1.75 Billion CHF1.75 Billion CHF- CHF4.26 Billion ▲ +0.8 pp
2022 40.2% CHF1.77 Billion CHF1.77 Billion CHF- CHF4.40 Billion ▲ +6.0 pp
2021 34.1% CHF1.78 Billion CHF1.78 Billion CHF- CHF5.22 Billion ▼ -3.5 pp
2020 37.7% CHF1.74 Billion CHF1.74 Billion CHF- CHF4.61 Billion ▼ -0.3 pp
2019 38.0% CHF1.77 Billion CHF1.77 Billion CHF1.10 Million CHF4.67 Billion ▲ +8.0 pp
2018 30.0% CHF1.35 Billion CHF1.34 Billion CHF1.20 Million CHF4.49 Billion ▼ -0.8 pp
2017 30.8% CHF1.29 Billion CHF1.29 Billion CHF1.40 Million CHF4.20 Billion ▼ -3.0 pp
2016 33.8% CHF1.24 Billion CHF1.24 Billion CHF1.30 Million CHF3.67 Billion ▲ +0.8 pp
2015 33.0% CHF1.15 Billion CHF1.15 Billion CHF1.30 Million CHF3.49 Billion ▼ -3.3 pp
2014 36.3% CHF1.09 Billion CHF1.09 Billion CHF2.30 Million CHF3.00 Billion ▲ +36.3 pp
2013 0.1% CHF2.00 Million CHF- CHF2.00 Million CHF2.63 Billion
pp = percentage points