Novartis AG Strategic Asset Allocation Index
Novartis AG strategic asset allocation index. Novartis AG (NOVN) has a Strategic Asset Allocation Index of 6.2% as of March 2026. Strategic assets (PP&E of CHF- plus long-term investments of CHF2.43 Billion) total CHF2.43 Billion, measured against net assets of CHF39.04 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Novartis AG to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Novartis AG (2015–2025)
Strategic asset allocation index of Novartis AG from 2015 to 2025. This chart shows how Novartis AG's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of March 2026, the index stands at 6.2%, representing strategic assets of CHF2.43 Billion against net assets of CHF39.04 Billion CHF. Check Novartis AG (NOVN) tangible net worth to evaluate the tangible quality of the company's equity base.
Novartis AG Strategic Asset Allocation Index by Year (2015–2025)
Novartis AG strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Novartis AG 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 NOVN market cap.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 28.9% | CHF13.44 Billion | CHF12.35 Billion | CHF1.09 Billion | CHF46.52 Billion | ▲ +1.7 pp |
| 2024 | 27.2% | CHF12.00 Billion | CHF10.87 Billion | CHF1.13 Billion | CHF44.13 Billion | ▼ -0.1 pp |
| 2023 | 27.3% | CHF12.75 Billion | CHF10.92 Billion | CHF1.83 Billion | CHF46.75 Billion | ▲ +6.5 pp |
| 2022 | 20.8% | CHF12.34 Billion | CHF12.20 Billion | CHF143.00 Million | CHF59.42 Billion | ▼ -1.9 pp |
| 2021 | 22.7% | CHF15.37 Billion | CHF13.11 Billion | CHF2.27 Billion | CHF67.82 Billion | ▼ -22.6 pp |
| 2020 | 45.2% | CHF25.64 Billion | CHF13.94 Billion | CHF11.70 Billion | CHF56.67 Billion | ▲ +0.4 pp |
| 2019 | 44.8% | CHF24.91 Billion | CHF13.75 Billion | CHF11.16 Billion | CHF55.55 Billion | ▲ +11.3 pp |
| 2018 | 33.5% | CHF26.39 Billion | CHF15.70 Billion | CHF10.70 Billion | CHF78.69 Billion | ▼ -12.4 pp |
| 2017 | 45.9% | CHF34.08 Billion | CHF16.46 Billion | CHF17.61 Billion | CHF74.23 Billion | ▲ +3.0 pp |
| 2016 | 42.9% | CHF32.14 Billion | CHF15.64 Billion | CHF16.50 Billion | CHF74.89 Billion | ▲ +0.7 pp |
| 2015 | 42.2% | CHF32.56 Billion | CHF15.98 Billion | CHF16.58 Billion | CHF77.12 Billion | — |