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. Check PEHN goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
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.
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. For live market cap and overall valuation, see Private Equity Holding AG (PEHN) total market value.
| 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 | — |