Union Bank of Taiwan (2838) — Strategic Asset Allocation Index

Latest as of December 2025: 274.1%

Union Bank of Taiwan (2838) has a Strategic Asset Allocation Index of 274.1% as of December 2025. Strategic assets (PP&E of NT$- plus long-term investments of NT$239.37 Billion) total NT$239.37 Billion, measured against net assets of NT$87.33 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Union Bank of Taiwan liquid asset ratio to evaluate the company's liquid asset resilience ratio.

SAAI

274.1%

Strategic Assets / Net Assets

Strategic Assets

NT$239.37 Billion

PP&E + LT Investments

PP&E

NT$-

TWD

Net Assets

NT$87.33 Billion

TWD

Union Bank of Taiwan Strategic Asset Allocation Index (2000–2025)

This chart shows how Union Bank of Taiwan's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of December 2025, the index stands at 274.1%, representing strategic assets of NT$239.37 Billion against net assets of NT$87.33 Billion TWD. See Union Bank of Taiwan (2838) flexibility index to measure the company's free cash flow as a share of total liabilities.

Annual Strategic Asset Allocation Index for Union Bank of Taiwan (2000–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Union Bank of Taiwan from 2000 to 2025, covering 26 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 Union Bank of Taiwan.

Year	SAAI	Strategic Assets (TWD)	PP&E	LT Investments	Net Assets	Change (pp)
2025	274.1%	NT$239.37 Billion	NT$-	NT$239.37 Billion	NT$87.33 Billion	▲ +19.2 pp
2024	255.0%	NT$202.57 Billion	NT$-	NT$202.57 Billion	NT$79.45 Billion	▼ -23.6 pp
2023	278.5%	NT$196.75 Billion	NT$-	NT$196.75 Billion	NT$70.64 Billion	▼ -25.4 pp
2022	303.9%	NT$191.83 Billion	NT$17.18 Billion	NT$174.66 Billion	NT$63.12 Billion	▼ -10.9 pp
2021	314.9%	NT$207.38 Billion	NT$17.88 Billion	NT$189.50 Billion	NT$65.87 Billion	▼ -18.3 pp
2020	333.1%	NT$200.52 Billion	NT$15.45 Billion	NT$185.07 Billion	NT$60.19 Billion	▼ -15.8 pp
2019	349.0%	NT$196.29 Billion	NT$14.75 Billion	NT$181.54 Billion	NT$56.25 Billion	▼ -13.7 pp
2018	362.7%	NT$181.54 Billion	NT$13.36 Billion	NT$168.18 Billion	NT$50.06 Billion	▲ +29.4 pp
2017	333.3%	NT$160.59 Billion	NT$13.36 Billion	NT$147.23 Billion	NT$48.19 Billion	▼ -18.7 pp
2016	352.0%	NT$127.48 Billion	NT$13.31 Billion	NT$114.17 Billion	NT$36.22 Billion	▲ +155.6 pp
2015	196.4%	NT$69.03 Billion	NT$12.55 Billion	NT$56.49 Billion	NT$35.15 Billion	▲ +51.3 pp
2014	145.1%	NT$46.86 Billion	NT$12.01 Billion	NT$34.86 Billion	NT$32.31 Billion	▼ -22.1 pp
2013	167.2%	NT$47.95 Billion	NT$11.98 Billion	NT$35.96 Billion	NT$28.68 Billion	▲ +113.3 pp
2012	53.9%	NT$13.60 Billion	NT$13.60 Billion	NT$-	NT$25.24 Billion	▼ -6.0 pp
2011	59.9%	NT$13.29 Billion	NT$13.29 Billion	NT$-	NT$22.19 Billion	▲ +0.3 pp
2010	59.6%	NT$12.10 Billion	NT$12.10 Billion	NT$-	NT$20.31 Billion	▲ +2.3 pp
2009	57.2%	NT$11.02 Billion	NT$11.02 Billion	NT$-	NT$19.26 Billion	▼ -8.0 pp
2008	65.3%	NT$11.15 Billion	NT$11.15 Billion	NT$-	NT$17.09 Billion	▲ +2.8 pp
2007	62.5%	NT$11.30 Billion	NT$11.30 Billion	NT$-	NT$18.10 Billion	▲ +20.5 pp
2006	42.0%	NT$8.65 Billion	NT$8.65 Billion	NT$-	NT$20.58 Billion	▼ -1.2 pp
2005	43.2%	NT$8.81 Billion	NT$8.81 Billion	NT$-	NT$20.38 Billion	▲ +31.1 pp
2004	12.1%	NT$2.27 Billion	NT$2.27 Billion	NT$-	NT$18.73 Billion	▼ -4.1 pp
2003	16.2%	NT$2.71 Billion	NT$2.71 Billion	NT$-	NT$16.72 Billion	▼ -2.9 pp
2002	19.1%	NT$2.90 Billion	NT$2.90 Billion	NT$-	NT$15.20 Billion	▲ +1.0 pp
2001	18.0%	NT$2.99 Billion	NT$2.99 Billion	NT$-	NT$16.54 Billion	▼ -0.2 pp
2000	18.3%	NT$3.05 Billion	NT$3.05 Billion	NT$-	NT$16.67 Billion	—

pp = percentage points