AB S.A. (ABE) — Strategic Asset Allocation Index
AB S.A. (ABE) has a Strategic Asset Allocation Index of 16.3% as of June 2023. Strategic assets (PP&E of zł211.09 Million plus long-term investments of zł-) total zł211.09 Million, measured against net assets of zł1.29 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ABE net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
AB S.A. Strategic Asset Allocation Index (2015–2022)
This chart shows how AB S.A.'s Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 16.3%, representing strategic assets of zł211.09 Million against net assets of zł1.29 Billion PLN. For live market cap and overall valuation, see market cap of AB S.A..
Annual Strategic Asset Allocation Index for AB S.A. (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for AB S.A. from 2015 to 2022, covering 8 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 ABE book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 16.3% | zł211.09 Million | zł211.09 Million | zł- | zł1.29 Billion | ▼ -3.3 pp |
| 2021 | 19.6% | zł224.08 Million | zł224.08 Million | zł- | zł1.14 Billion | ▲ +2.5 pp |
| 2020 | 17.1% | zł169.89 Million | zł169.89 Million | zł1.00 | zł992.55 Million | ▼ -3.4 pp |
| 2019 | 20.5% | zł174.40 Million | zł174.40 Million | zł1.00 | zł850.25 Million | ▼ -1.0 pp |
| 2018 | 21.5% | zł169.61 Million | zł169.61 Million | zł1.00 | zł790.20 Million | ▼ -3.2 pp |
| 2017 | 24.6% | zł177.04 Million | zł177.04 Million | zł1.00 | zł718.82 Million | ▼ -3.0 pp |
| 2016 | 27.6% | zł183.32 Million | zł183.32 Million | zł0.00 | zł663.75 Million | ▼ -4.4 pp |
| 2015 | 32.0% | zł186.94 Million | zł186.94 Million | zł- | zł584.42 Million | — |