Novartis AG (NOVN) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Novartis AG Strategic Asset Allocation Index (2015–2025)
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. Explore Novartis AG (NOVN) cash conversion ratio to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Novartis AG (2015–2025)
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 the full company profile including market capitalisation, see Novartis AG market capitalisation.
| 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 | — |