Private Equity Holding AG (PEHN) — Strategic Asset Allocation Index
Private Equity Holding AG (PEHN) has a Strategic Asset Allocation Index of 113.9% as of March 2024. Strategic assets (PP&E of CHF- plus long-term investments of CHF448.96 Million) total CHF448.96 Million, measured against net assets of CHF394.30 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. For live market cap and overall valuation, see PEHN stock market capitalisation.
SAAI
Strategic Assets
PP&E
Net Assets
Private Equity Holding AG Strategic Asset Allocation Index (2014–2025)
This chart shows how Private Equity Holding AG's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of March 2024, the index stands at 113.9%, representing strategic assets of CHF448.96 Million against net assets of CHF394.30 Million CHF. See PEHN net asset quality index to measure how much of total assets are equity-financed.
Annual Strategic Asset Allocation Index for Private Equity Holding AG (2014–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Private Equity Holding AG from 2014 to 2025, 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. Also explore PEHN net assets growth trend to track the company's year-over-year net asset growth rate.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 103.6% | CHF414.38 Million | CHF- | CHF414.38 Million | CHF399.88 Million | ▼ -10.2 pp |
| 2024 | 113.9% | CHF448.96 Million | CHF- | CHF448.96 Million | CHF394.30 Million | ▲ +2.0 pp |
| 2023 | 111.8% | CHF425.10 Million | CHF- | CHF425.10 Million | CHF380.10 Million | ▲ +2.4 pp |
| 2022 | 109.4% | CHF423.88 Million | CHF- | CHF423.88 Million | CHF387.32 Million | ▼ -10.1 pp |
| 2021 | 119.6% | CHF368.33 Million | CHF- | CHF368.33 Million | CHF308.07 Million | ▼ -4.6 pp |
| 2020 | 124.2% | CHF286.41 Million | CHF- | CHF286.41 Million | CHF230.67 Million | ▲ +2.8 pp |
| 2019 | 121.4% | CHF268.23 Million | CHF- | CHF268.23 Million | CHF220.95 Million | ▲ +3.1 pp |
| 2018 | 118.3% | CHF240.65 Million | CHF- | CHF240.65 Million | CHF203.41 Million | ▲ +7.8 pp |
| 2017 | 110.5% | CHF237.50 Million | CHF- | CHF237.50 Million | CHF214.90 Million | ▲ +5.3 pp |
| 2016 | 105.3% | CHF223.45 Million | CHF- | CHF223.45 Million | CHF212.29 Million | ▲ +8.1 pp |
| 2015 | 97.2% | CHF210.43 Million | CHF- | CHF210.43 Million | CHF216.48 Million | ▲ +5.0 pp |
| 2014 | 92.2% | CHF194.16 Million | CHF- | CHF194.16 Million | CHF210.59 Million | — |