Fresenius SE & Co. KGaA Strategic Asset Allocation Index

Latest as of September 2025: 49.9%

Fresenius SE & Co. KGaA strategic asset allocation index. Fresenius SE & Co. KGaA (FRE) has a Strategic Asset Allocation Index of 49.9% as of September 2025. Strategic assets (PP&E of €9.62 Billion plus long-term investments of €-) total €9.62 Billion, measured against net assets of €19.27 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check tangible equity quality of Fresenius SE & Co. KGaA to evaluate the tangible quality of the company's equity base.

SAAI

49.9%
Strategic Assets / Net Assets

Strategic Assets

€9.62 Billion
PP&E + LT Investments

PP&E

€9.62 Billion
EUR

Net Assets

€19.27 Billion
EUR

Strategic Asset Allocation Index of Fresenius SE & Co. KGaA (2013–2022)

Strategic asset allocation index of Fresenius SE & Co. KGaA from 2013 to 2022. This chart shows how Fresenius SE & Co. KGaA's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of September 2025, the index stands at 49.9%, representing strategic assets of €9.62 Billion against net assets of €19.27 Billion EUR.

Fresenius SE & Co. KGaA Strategic Asset Allocation Index by Year (2013–2022)

Fresenius SE & Co. KGaA strategic asset allocation index by year from 2013 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Fresenius SE & Co. KGaA from 2013 to 2022, covering 10 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 FRE market cap.

Year SAAI Strategic Assets (EUR) PP&E LT Investments Net Assets Change (pp)
2022 58.5% €18.84 Billion €18.84 Billion €- €32.22 Billion ▼ -5.0 pp
2021 63.4% €18.58 Billion €18.58 Billion €- €29.29 Billion ▼ -4.2 pp
2020 67.6% €17.60 Billion €17.60 Billion €- €26.02 Billion ▼ -2.2 pp
2019 69.9% €18.57 Billion €17.27 Billion €1.30 Billion €26.58 Billion ▲ +23.9 pp
2018 46.0% €11.50 Billion €10.37 Billion €1.13 Billion €25.01 Billion ▼ -1.4 pp
2017 47.4% €10.29 Billion €9.55 Billion €734.00 Million €21.72 Billion ▲ +6.5 pp
2016 40.9% €8.83 Billion €8.14 Billion €687.00 Million €21.60 Billion ▼ -2.2 pp
2015 43.1% €8.16 Billion €7.43 Billion €729.00 Million €18.95 Billion ▼ -4.0 pp
2014 47.1% €7.61 Billion €6.78 Billion €830.00 Million €16.16 Billion ▲ +3.7 pp
2013 43.3% €5.95 Billion €5.08 Billion €865.00 Million €13.73 Billion —
pp = percentage points