Yuanta Financial Holdings Co Ltd Strategic Asset Allocation Index
Yuanta Financial Holdings Co Ltd strategic asset allocation index. Yuanta Financial Holdings Co Ltd (2885) has a Strategic Asset Allocation Index of 13.0% as of June 2023. Strategic assets (PP&E of NT$37.41 Billion plus long-term investments of NT$-) total NT$37.41 Billion, measured against net assets of NT$287.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See 2885 equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Yuanta Financial Holdings Co Ltd (2000–2022)
Strategic asset allocation index of Yuanta Financial Holdings Co Ltd from 2000 to 2022. This chart shows how Yuanta Financial Holdings Co Ltd's Strategic Asset Allocation Index has evolved across 22 annual periods from 2000 to 2022. As of June 2023, the index stands at 13.0%, representing strategic assets of NT$37.41 Billion against net assets of NT$287.27 Billion TWD. Check Yuanta Financial Holdings Co Ltd (2885) tangible net worth to evaluate the tangible quality of the company's equity base.
Yuanta Financial Holdings Co Ltd Strategic Asset Allocation Index by Year (2000–2022)
Yuanta Financial Holdings Co Ltd strategic asset allocation index by year from 2000 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Yuanta Financial Holdings Co Ltd from 2000 to 2022, covering 22 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 2885 market cap overview.
| Year | SAAI | Strategic Assets (TWD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 524.6% | NT$1.46 Trillion | NT$37.02 Billion | NT$1.42 Trillion | NT$277.38 Billion | ▼ -3.7 pp |
| 2021 | 528.4% | NT$1.53 Trillion | NT$36.91 Billion | NT$1.49 Trillion | NT$289.08 Billion | ▲ +11.5 pp |
| 2020 | 516.9% | NT$1.41 Trillion | NT$37.11 Billion | NT$1.38 Trillion | NT$273.62 Billion | ▲ +27.9 pp |
| 2019 | 488.9% | NT$1.22 Trillion | NT$35.59 Billion | NT$1.19 Trillion | NT$250.21 Billion | ▲ +12.7 pp |
| 2018 | 476.2% | NT$1.13 Trillion | NT$21.87 Billion | NT$1.11 Trillion | NT$236.84 Billion | ▼ -1.5 pp |
| 2017 | 477.8% | NT$1.09 Trillion | NT$22.63 Billion | NT$1.07 Trillion | NT$228.10 Billion | ▲ +64.3 pp |
| 2016 | 413.4% | NT$908.69 Billion | NT$20.89 Billion | NT$887.80 Billion | NT$219.79 Billion | ▲ +211.7 pp |
| 2015 | 201.7% | NT$398.15 Billion | NT$17.31 Billion | NT$380.84 Billion | NT$197.36 Billion | ▲ +45.9 pp |
| 2014 | 155.9% | NT$288.43 Billion | NT$13.38 Billion | NT$275.05 Billion | NT$185.05 Billion | ▲ +99.2 pp |
| 2013 | 56.7% | NT$91.66 Billion | NT$12.42 Billion | NT$79.24 Billion | NT$161.63 Billion | ▲ +47.6 pp |
| 2012 | 9.1% | NT$14.17 Billion | NT$14.17 Billion | NT$- | NT$155.92 Billion | ▼ -3.3 pp |
| 2011 | 12.3% | NT$18.76 Billion | NT$18.76 Billion | NT$- | NT$152.01 Billion | ▼ -0.2 pp |
| 2010 | 12.6% | NT$14.67 Billion | NT$14.67 Billion | NT$- | NT$116.86 Billion | ▲ +1.5 pp |
| 2009 | 11.0% | NT$12.74 Billion | NT$12.74 Billion | NT$- | NT$115.46 Billion | ▼ -1.2 pp |
| 2008 | 12.3% | NT$13.27 Billion | NT$13.27 Billion | NT$- | NT$108.10 Billion | ▲ +1.4 pp |
| 2007 | 10.9% | NT$11.89 Billion | NT$11.89 Billion | NT$- | NT$109.10 Billion | ▼ -9.9 pp |
| 2006 | 20.8% | NT$7.61 Billion | NT$7.61 Billion | NT$- | NT$36.56 Billion | ▲ +5.5 pp |
| 2005 | 15.3% | NT$6.09 Billion | NT$6.09 Billion | NT$- | NT$39.77 Billion | ▼ -0.6 pp |
| 2004 | 15.9% | NT$6.66 Billion | NT$6.66 Billion | NT$- | NT$41.89 Billion | ▼ -2.0 pp |
| 2003 | 17.9% | NT$6.29 Billion | NT$6.29 Billion | NT$- | NT$35.12 Billion | ▲ +4.8 pp |
| 2002 | 13.1% | NT$4.40 Billion | NT$4.40 Billion | NT$- | NT$33.68 Billion | ▲ +5.0 pp |
| 2000 | 8.0% | NT$2.20 Billion | NT$2.20 Billion | NT$- | NT$27.43 Billion | — |