Zurich Insurance Group AG Strategic Asset Allocation Index
Zurich Insurance Group AG strategic asset allocation index. Zurich Insurance Group AG (ZURN) has a Strategic Asset Allocation Index of 460.7% as of June 2026. Strategic assets (PP&E of CHF- plus long-term investments of CHF152.85 Billion) total CHF152.85 Billion, measured against net assets of CHF33.18 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Zurich Insurance Group AG to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Zurich Insurance Group AG (2015–2025)
Strategic asset allocation index of Zurich Insurance Group AG from 2015 to 2025. This chart shows how Zurich Insurance Group AG's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of June 2026, the index stands at 460.7%, representing strategic assets of CHF152.85 Billion against net assets of CHF33.18 Billion CHF.
Zurich Insurance Group AG Strategic Asset Allocation Index by Year (2015–2025)
Zurich Insurance Group AG strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Zurich Insurance Group AG from 2015 to 2025, covering 11 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 cap of Zurich Insurance Group AG.
| Year | SAAI | Strategic Assets (CHF) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 515.3% | CHF155.44 Billion | CHF2.12 Billion | CHF153.32 Billion | CHF30.17 Billion | ▼ -4.3 pp |
| 2024 | 519.6% | CHF139.97 Billion | CHF1.87 Billion | CHF138.10 Billion | CHF26.94 Billion | ▲ +52.7 pp |
| 2023 | 466.8% | CHF122.69 Billion | CHF2.09 Billion | CHF120.59 Billion | CHF26.28 Billion | ▲ +20.5 pp |
| 2022 | 446.3% | CHF120.19 Billion | CHF2.23 Billion | CHF117.97 Billion | CHF26.93 Billion | ▲ +19.2 pp |
| 2021 | 427.1% | CHF167.31 Billion | CHF2.44 Billion | CHF164.87 Billion | CHF39.17 Billion | ▼ -39.0 pp |
| 2020 | 466.1% | CHF185.74 Billion | CHF2.71 Billion | CHF183.03 Billion | CHF39.85 Billion | ▲ +1.2 pp |
| 2019 | 465.0% | CHF169.94 Billion | CHF2.63 Billion | CHF167.30 Billion | CHF36.55 Billion | ▼ -32.1 pp |
| 2018 | 497.0% | CHF158.06 Billion | CHF1.04 Billion | CHF157.03 Billion | CHF31.80 Billion | ▲ +15.7 pp |
| 2017 | 481.3% | CHF167.95 Billion | CHF961.00 Million | CHF166.99 Billion | CHF34.89 Billion | ▼ -5.4 pp |
| 2016 | 486.7% | CHF158.06 Billion | CHF953.00 Million | CHF157.10 Billion | CHF32.47 Billion | ▲ +36.3 pp |
| 2015 | 450.4% | CHF148.20 Billion | CHF1.14 Billion | CHF147.06 Billion | CHF32.90 Billion | — |