Zug Estates Holding AG (ZUGN) — Strategic Asset Allocation Index
Zug Estates Holding AG (ZUGN) has a Strategic Asset Allocation Index of 0.4% as of December 2025. Strategic assets (PP&E of CHF3.89 Million plus long-term investments of CHF-) total CHF3.89 Million, measured against net assets of CHF1.09 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check ZUGN asset resilience ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Zug Estates Holding AG Strategic Asset Allocation Index (2013–2025)
This chart shows how Zug Estates Holding AG's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the index stands at 0.4%, representing strategic assets of CHF3.89 Million against net assets of CHF1.09 Billion CHF. See financial agility of Zug Estates Holding AG to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Zug Estates Holding AG (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Zug Estates Holding AG from 2013 to 2025, covering 13 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 market cap of Zug Estates Holding AG.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 0.4% | CHF3.89 Million | CHF3.89 Million | CHF- | CHF1.09 Billion | ▼ -0.1 pp |
| 2024 | 0.5% | CHF5.10 Million | CHF5.10 Million | CHF- | CHF1.03 Billion | ▼ -0.2 pp |
| 2023 | 0.7% | CHF6.61 Million | CHF6.61 Million | CHF- | CHF992.54 Million | ▲ +0.2 pp |
| 2022 | 0.4% | CHF4.19 Million | CHF4.19 Million | CHF- | CHF989.25 Million | ▼ -167.9 pp |
| 2021 | 168.3% | CHF1.63 Billion | CHF1.63 Billion | CHF- | CHF968.58 Million | ▼ -4.5 pp |
| 2020 | 172.8% | CHF1.58 Billion | CHF1.58 Billion | CHF- | CHF915.46 Million | ▲ +1.7 pp |
| 2019 | 171.2% | CHF1.55 Billion | CHF1.55 Billion | CHF694.00K | CHF905.64 Million | ▼ -1.5 pp |
| 2018 | 172.6% | CHF1.46 Billion | CHF1.46 Billion | CHF596.00K | CHF843.87 Million | ▲ +7.4 pp |
| 2017 | 165.3% | CHF1.34 Billion | CHF1.33 Billion | CHF2.50 Million | CHF808.40 Million | ▲ +8.1 pp |
| 2016 | 157.2% | CHF1.22 Billion | CHF1.22 Billion | CHF1.71 Million | CHF774.53 Million | ▲ +3.0 pp |
| 2015 | 154.2% | CHF1.12 Billion | CHF1.11 Billion | CHF1.54 Million | CHF723.44 Million | ▼ -2.8 pp |
| 2014 | 157.0% | CHF1.04 Billion | CHF1.04 Billion | CHF1.41 Million | CHF662.83 Million | ▲ +156.0 pp |
| 2013 | 1.0% | CHF6.00 Million | CHF- | CHF6.00 Million | CHF629.07 Million | — |