Siegfried Holding Ltd (SFZN) — Strategic Asset Allocation Index
Siegfried Holding Ltd (SFZN) has a Strategic Asset Allocation Index of 92.3% as of June 2025. Strategic assets (PP&E of CHF943.41 Million plus long-term investments of CHF-) total CHF943.41 Million, measured against net assets of CHF1.02 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SFZN net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Siegfried Holding Ltd Strategic Asset Allocation Index (2013–2024)
This chart shows how Siegfried Holding Ltd's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 92.3%, representing strategic assets of CHF943.41 Million against net assets of CHF1.02 Billion CHF. For live market cap and overall valuation, see Siegfried Holding Ltd (SFZN) market capitalisation.
Annual Strategic Asset Allocation Index for Siegfried Holding Ltd (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Siegfried Holding Ltd from 2013 to 2024, 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. See Siegfried Holding Ltd (SFZN) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 92.9% | CHF909.99 Million | CHF909.99 Million | CHF- | CHF979.91 Million | ▼ -2.7 pp |
| 2023 | 95.6% | CHF801.07 Million | CHF801.07 Million | CHF- | CHF838.13 Million | ▼ -14.1 pp |
| 2022 | 109.7% | CHF779.90 Million | CHF779.90 Million | CHF- | CHF710.93 Million | ▼ -20.1 pp |
| 2021 | 129.8% | CHF789.32 Million | CHF789.32 Million | CHF- | CHF608.22 Million | ▲ +21.9 pp |
| 2020 | 107.9% | CHF534.63 Million | CHF534.63 Million | CHF- | CHF495.65 Million | ▼ -11.3 pp |
| 2019 | 119.2% | CHF519.35 Million | CHF518.38 Million | CHF973.00K | CHF435.69 Million | ▲ +42.4 pp |
| 2018 | 76.8% | CHF521.59 Million | CHF520.60 Million | CHF995.00K | CHF678.78 Million | ▲ +1.9 pp |
| 2017 | 75.0% | CHF500.68 Million | CHF500.21 Million | CHF475.00K | CHF667.79 Million | ▲ +0.9 pp |
| 2016 | 74.1% | CHF489.76 Million | CHF489.26 Million | CHF503.00K | CHF660.74 Million | ▼ -21.5 pp |
| 2015 | 95.6% | CHF470.86 Million | CHF470.25 Million | CHF607.00K | CHF492.65 Million | ▲ +13.5 pp |
| 2014 | 82.0% | CHF314.05 Million | CHF313.45 Million | CHF593.00K | CHF382.77 Million | ▲ +81.8 pp |
| 2013 | 0.3% | CHF1.00 Million | CHF- | CHF1.00 Million | CHF362.43 Million | — |