Plazza AG (PLAN) — Strategic Asset Allocation Index
Plazza AG (PLAN) has a Strategic Asset Allocation Index of 126.2% as of June 2023. Strategic assets (PP&E of CHF887.07 Million plus long-term investments of CHF-) total CHF887.07 Million, measured against net assets of CHF703.06 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PLAN net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Plazza AG Strategic Asset Allocation Index (2014–2022)
This chart shows how Plazza AG's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 126.2%, representing strategic assets of CHF887.07 Million against net assets of CHF703.06 Million CHF. For live market cap and overall valuation, see Plazza AG market cap and net worth.
Annual Strategic Asset Allocation Index for Plazza AG (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Plazza AG from 2014 to 2022, covering 9 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. See shareholders equity of Plazza AG for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 121.4% | CHF859.78 Million | CHF859.78 Million | CHF- | CHF708.01 Million | ▲ +6.9 pp |
| 2021 | 114.5% | CHF800.26 Million | CHF800.26 Million | CHF- | CHF698.90 Million | ▲ +15.9 pp |
| 2020 | 98.6% | CHF630.57 Million | CHF630.57 Million | CHF- | CHF639.38 Million | ▲ +1.1 pp |
| 2019 | 97.5% | CHF573.76 Million | CHF573.76 Million | CHF- | CHF588.50 Million | ▲ +14.4 pp |
| 2018 | 83.1% | CHF550.41 Million | CHF550.41 Million | CHF- | CHF662.53 Million | ▲ +4.3 pp |
| 2017 | 78.8% | CHF510.92 Million | CHF510.92 Million | CHF- | CHF648.31 Million | ▲ +6.2 pp |
| 2016 | 72.6% | CHF457.75 Million | CHF457.75 Million | CHF- | CHF630.70 Million | ▲ +3.7 pp |
| 2015 | 68.9% | CHF416.84 Million | CHF416.84 Million | CHF- | CHF605.20 Million | ▲ +2.7 pp |
| 2014 | 66.2% | CHF383.10 Million | CHF383.10 Million | CHF- | CHF578.72 Million | — |