IMMOFINANZ AG (IIA) — Strategic Asset Allocation Index
IMMOFINANZ AG (IIA) has a Strategic Asset Allocation Index of 171.1% as of June 2023. Strategic assets (PP&E of €7.96 Billion plus long-term investments of €-) total €7.96 Billion, measured against net assets of €4.65 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See IMMOFINANZ AG balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
IMMOFINANZ AG Strategic Asset Allocation Index (2015–2021)
This chart shows how IMMOFINANZ AG's Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 171.1%, representing strategic assets of €7.96 Billion against net assets of €4.65 Billion EUR. For live market cap and overall valuation, see IMMOFINANZ AG stock valuation.
Annual Strategic Asset Allocation Index for IMMOFINANZ AG (2015–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for IMMOFINANZ AG from 2015 to 2021, covering 7 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 IMMOFINANZ AG (IIA) net assets for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 155.7% | €5.22 Billion | €5.22 Billion | €- | €3.35 Billion | ▼ -7.9 pp |
| 2020 | 163.6% | €5.04 Billion | €5.04 Billion | €- | €3.08 Billion | ▼ -13.1 pp |
| 2019 | 176.6% | €5.19 Billion | €5.19 Billion | €- | €2.94 Billion | ▲ +8.7 pp |
| 2018 | 167.9% | €4.70 Billion | €4.29 Billion | €409.64 Million | €2.80 Billion | ▼ -4.9 pp |
| 2017 | 172.8% | €4.85 Billion | €4.14 Billion | €718.00 Million | €2.81 Billion | ▼ -3.1 pp |
| 2016 | 175.9% | €4.66 Billion | €3.91 Billion | €749.75 Million | €2.65 Billion | ▼ -27.9 pp |
| 2015 | 203.8% | €5.88 Billion | €5.37 Billion | €508.21 Million | €2.89 Billion | — |