Mutares SE & Co. KGaA (MUX) — Strategic Asset Allocation Index
Mutares SE & Co. KGaA (MUX) has a Strategic Asset Allocation Index of 191.3% as of June 2025. Strategic assets (PP&E of €1.81 Billion plus long-term investments of €-) total €1.81 Billion, measured against net assets of €946.10 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Mutares SE & Co. KGaA balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Mutares SE & Co. KGaA Strategic Asset Allocation Index (2013–2024)
This chart shows how Mutares SE & Co. KGaA's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of June 2025, the index stands at 191.3%, representing strategic assets of €1.81 Billion against net assets of €946.10 Million EUR. For live market cap and overall valuation, see market value of Mutares SE & Co. KGaA.
Annual Strategic Asset Allocation Index for Mutares SE & Co. KGaA (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Mutares SE & Co. KGaA from 2013 to 2024, covering 12 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 shareholders equity of Mutares SE & Co. KGaA for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 244.1% | €1.64 Billion | €1.64 Billion | €- | €671.70 Million | ▲ +98.3 pp |
| 2023 | 145.8% | €1.63 Billion | €1.63 Billion | €- | €1.12 Billion | ▼ -13.8 pp |
| 2022 | 159.6% | €1.14 Billion | €1.14 Billion | €- | €714.10 Million | ▲ +45.1 pp |
| 2021 | 114.5% | €843.50 Million | €843.50 Million | €- | €736.40 Million | ▼ -65.6 pp |
| 2020 | 180.2% | €373.30 Million | €373.30 Million | €- | €207.20 Million | ▲ +43.9 pp |
| 2019 | 136.3% | €283.80 Million | €283.80 Million | €- | €208.20 Million | ▲ +68.2 pp |
| 2018 | 68.1% | €141.80 Million | €124.90 Million | €16.90 Million | €208.10 Million | ▼ -34.6 pp |
| 2017 | 102.8% | €170.10 Million | €164.40 Million | €5.70 Million | €165.50 Million | ▼ -99.4 pp |
| 2016 | 202.2% | €115.60 Million | €107.80 Million | €7.80 Million | €57.18 Million | ▲ +90.3 pp |
| 2015 | 111.9% | €81.96 Million | €81.89 Million | €71.14K | €73.27 Million | ▲ +22.7 pp |
| 2014 | 89.2% | €45.17 Million | €44.93 Million | €239.40K | €50.66 Million | ▲ +11.0 pp |
| 2013 | 78.2% | €29.62 Million | €29.56 Million | €62.00K | €37.88 Million | — |