Fresenius SE & Co. KGaA (FRE) — 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. See Fresenius SE & Co. KGaA (FRE) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Fresenius SE & Co. KGaA Strategic Asset Allocation Index (2013–2022)
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. For live market cap and overall valuation, see FRE market cap.
Annual Strategic Asset Allocation Index for Fresenius SE & Co. KGaA (2013–2022)
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. See net assets of Fresenius SE & Co. KGaA for net asset value and shareholders' equity analysis.
| 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 | — |