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. Check NOVN financial resilience to evaluate the company's liquid asset resilience ratio.
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. See NOVN FCF to total liabilities ratio to measure the company's free cash flow as a share of total liabilities.
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 (NOVN) total market value.
| 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 | — |