Plazza AG Strategic Asset Allocation Index

Latest as of June 2023: 126.2%

Plazza AG 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 index to measure how much of total assets are equity-financed.

SAAI

126.2%
Strategic Assets / Net Assets

Strategic Assets

CHF887.07 Million
PP&E + LT Investments

PP&E

CHF887.07 Million
CHF

Net Assets

CHF703.06 Million
CHF

Strategic Asset Allocation Index of Plazza AG (2014–2022)

Strategic asset allocation index of Plazza AG from 2014 to 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. Check PLAN tangible net worth ratio to evaluate the tangible quality of the company's equity base.

Plazza AG Strategic Asset Allocation Index by Year (2014–2022)

Plazza AG strategic asset allocation index by year from 2014 to 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. For live market cap and overall valuation, see market value of Plazza AG.

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 —
pp = percentage points