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 financial resilience of Private Equity Holding AG to evaluate the company's liquid asset resilience ratio.
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 free cash flow debt coverage to measure the company's free cash flow as a share of total liabilities.
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 the full company profile including market capitalisation, see PEHN company net worth.
| 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 | — |