Shareholder Value Beteiligungen AG (SVE) — Strategic Asset Allocation Index
Shareholder Value Beteiligungen AG (SVE) has a Strategic Asset Allocation Index of 97.9% as of June 2026. Strategic assets (PP&E of €- plus long-term investments of €64.61 Million) total €64.61 Million, measured against net assets of €66.01 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Shareholder Value Beteiligungen AG to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Shareholder Value Beteiligungen AG Strategic Asset Allocation Index (2013–2025)
This chart shows how Shareholder Value Beteiligungen AG's Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 97.9%, representing strategic assets of €64.61 Million against net assets of €66.01 Million EUR. For live market cap and overall valuation, see Shareholder Value Beteiligungen AG (SVE) market capitalisation.
Annual Strategic Asset Allocation Index for Shareholder Value Beteiligungen AG (2013–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Shareholder Value Beteiligungen AG from 2013 to 2025, covering 13 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 SVE book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 95.1% | €65.16 Million | €- | €65.16 Million | €68.50 Million | ▲ +6.2 pp |
| 2024 | 88.9% | €56.30 Million | €- | €56.30 Million | €63.33 Million | ▼ -12.5 pp |
| 2023 | 101.4% | €77.82 Million | €- | €77.82 Million | €76.78 Million | ▲ +1.9 pp |
| 2022 | 99.4% | €86.15 Million | €- | €86.15 Million | €86.63 Million | ▲ +32.0 pp |
| 2021 | 67.4% | €63.72 Million | €- | €63.72 Million | €94.52 Million | ▼ -37.3 pp |
| 2020 | 104.7% | €59.64 Million | €- | €59.64 Million | €56.97 Million | ▼ -4.8 pp |
| 2019 | 109.5% | €62.19 Million | €- | €62.19 Million | €56.81 Million | ▲ +6.2 pp |
| 2018 | 103.3% | €54.67 Million | €- | €54.67 Million | €52.93 Million | ▼ -2.4 pp |
| 2017 | 105.7% | €63.89 Million | €- | €63.89 Million | €60.47 Million | ▲ +18.7 pp |
| 2016 | 87.0% | €36.17 Million | €- | €36.17 Million | €41.57 Million | ▼ -9.1 pp |
| 2015 | 96.1% | €29.92 Million | €- | €29.92 Million | €31.13 Million | ▲ +19.0 pp |
| 2014 | 77.1% | €24.49 Million | €- | €24.49 Million | €31.77 Million | ▼ -25.2 pp |
| 2013 | 102.3% | €21.83 Million | €- | €21.83 Million | €21.34 Million | — |