IOOF Holdings Ltd
Insignia Financial Ltd. provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers in Australia. The company operates through five segments: Advice, Master Trust, Wrap, Asset Management and Corporate. The advice segment offers advice businesses, Bridges and Shadforth; provides financial advice. The master trust se… Read more
IOOF Holdings Ltd (IOOFF) - Total Assets
Latest total assets as of June 2025: $3.77 Billion USD
Based on the latest financial reports, IOOF Holdings Ltd (IOOFF) holds total assets worth $3.77 Billion USD as of June 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
IOOF Holdings Ltd - Total Assets Trend (2003–2025)
This chart illustrates how IOOF Holdings Ltd’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
IOOF Holdings Ltd - Asset Composition Analysis
Current Asset Composition (June 2025)
IOOF Holdings Ltd's total assets of $3.77 Billion consist of 28.6% current assets and 71.4% non-current assets.
| Asset Category | Amount (USD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 11.8% |
| Accounts Receivable | $272.20 Million | 7.2% |
| Inventory | $0.00 | 0.0% |
| Property, Plant & Equipment | $0.00 | 0.0% |
| Intangible Assets | $573.90 Million | 15.2% |
| Goodwill | $1.78 Billion | 47.2% |
Asset Composition Trend (2003–2025)
This chart illustrates how IOOF Holdings Ltd's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: IOOF Holdings Ltd's current assets represent 28.6% of total assets in 2025, an increase from 19.5% in 2003.
- Cash Position: Cash and equivalents constituted 11.8% of total assets in 2025, up from 11.7% in 2003.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 62.0% of total assets, an increase from 49.0% in 2003.
- Asset Diversification: The largest asset category is goodwill at 47.2% of total assets.
IOOF Holdings Ltd Competitors by Total Assets
Key competitors of IOOF Holdings Ltd based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Bexil Cp
PINK:BXLC
|
USA | $29.44 Million |
|
Norte Grande
SN:NORTEGRAN
|
Chile | CL$2.91 Billion |
|
BlackRock Capital Allocation Trust
NYSE:BCAT
|
USA | $1.87 Billion |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT
|
Israel | ILA14.08 Million |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532
|
China | CN¥2.38 Billion |
|
Shaanxi International Trust Co Ltd
SHE:000563
|
China | CN¥29.45 Billion |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935
|
China | CN¥9.30 Billion |
|
Sk Securities
KO:001510
|
Korea | ₩7.28 Trillion |
IOOF Holdings Ltd - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Moderate asset utilization - IOOF Holdings Ltd generates 0.42x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, IOOF Holdings Ltd generates $ 0.43 in net profit.
IOOF Holdings Ltd - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 2.62 | 1.42 | 1.19 |
| Quick Ratio | 2.62 | 1.35 | 1.19 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | $666.51 Million | $ 244.60 Million | $ 294.00 Million |
IOOF Holdings Ltd - Advanced Valuation Insights
This section examines the relationship between IOOF Holdings Ltd's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 0.61 |
| Latest Market Cap to Assets Ratio | 0.18 |
| Asset Growth Rate (YoY) | 5.0% |
| Total Assets | $3.77 Billion |
| Market Capitalization | $672.61 Million USD |
Valuation Analysis
Below Book Valuation: The market values IOOF Holdings Ltd's assets below their book value (0.18 x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: IOOF Holdings Ltd's assets grew by 5.0% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for IOOF Holdings Ltd (2003–2025)
The table below shows the annual total assets of IOOF Holdings Ltd from 2003 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | $3.77 Billion | +5.01% |
| 2024-06-30 | $3.59 Billion | -28.29% |
| 2023-06-30 | $5.00 Billion | -9.24% |
| 2022-06-30 | $5.51 Billion | -4.21% |
| 2021-06-30 | $5.76 Billion | +27.50% |
| 2020-06-30 | $4.51 Billion | +21.85% |
| 2019-06-30 | $3.71 Billion | +18.62% |
| 2018-06-30 | $3.12 Billion | +13.55% |
| 2017-06-30 | $2.75 Billion | +0.30% |
| 2016-06-30 | $2.74 Billion | -2.15% |
| 2015-06-30 | $2.80 Billion | +38.84% |
| 2014-06-30 | $2.02 Billion | +3.69% |
| 2013-06-30 | $1.95 Billion | +1.07% |
| 2012-06-30 | $1.93 Billion | -6.37% |
| 2011-06-30 | $2.06 Billion | -1.78% |
| 2010-06-30 | $2.09 Billion | +0.95% |
| 2009-06-30 | $2.08 Billion | +45.96% |
| 2008-06-30 | $1.42 Billion | -18.13% |
| 2007-06-30 | $1.74 Billion | +9.54% |
| 2006-06-30 | $1.59 Billion | +316.20% |
| 2005-06-30 | $380.93 Million | +23.19% |
| 2004-06-30 | $309.22 Million | +48.83% |
| 2003-06-30 | $207.77 Million | -- |