Phoenix Group Holdings

ISIN GB00BGXQNP29

WKN A2N805

Market cap (in EUR)

7,796 m

Country

United Kingdom

Sector

Finance

Dividend yield

8.05%

Overview

Description

Phoenix Group Holdings Plc is a life and pensions consolidator, which engages in acquisition and management of closed life insurance and pension funds. It operates through the following segments: UK Heritage, UK Open, Europe, Management Services, and Unallocated Group. The UK Heritage contains United Kingdom businesses which no longer actively sell products to policyholders and which therefore run-off gradually over time. The UK Open business includes new and in-force life insurance and investment policies in respect of products that the firm continues to actively market to new and existing policyholders. The Europe segment relates to business written in Ireland and Germany. The Management Services segment comprises of income from the life and holding companies in accordance with the respective management service agreements less fees related to the outsourcing of services and other operating costs. The Unallocated Group segment is involved in the consolidation adjustments and group financing which are managed on a group basis and are not allocated to individual operating segments. The company was founded in 1782 and is headquartered in London, the United Kingdom.

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Finance Insurance United Kingdom

Financials

Key metrics

Market capitalisation, EUR	7,796 m
EPS, EUR	-
P/B ratio	8.8
P/E ratio	-
Dividend yield	8.05%

Income statement (2024)

Revenue, EUR	20,094 m
Net income, EUR	-1,322 m
Profit margin	-6.58%

What ETF is Phoenix Group Holdings in?

There are 48 ETFs which contain Phoenix Group Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of Phoenix Group Holdings is the iShares STOXX Europe 600 Insurance UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI Europe SRI UCITS ETF EUR (Dist)	0.20%	Equity Europe Social/Environmental	226
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	4,845
iShares MSCI World UCITS ETF (Dist)	0.00%	Equity World	7,325
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	856
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	0.45%	Equity United Kingdom Social/Environmental Climate Change	840
Xtrackers MSCI Europe UCITS ETF 1D	0.05%	Equity Europe	126
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	649
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	26,047
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.03%	Equity World Social/Environmental Climate Change	3,960
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.06%	Equity Europe Social/Environmental	31
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,263
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	864
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	1,378
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,688
Amundi Core MSCI Europe UCITS ETF Dist	0.04%	Equity Europe	507
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	0.21%	Equity United Kingdom	46
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.05%	Equity Europe	1,954
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
Xtrackers MSCI UK ESG UCITS ETF 1D	0.41%	Equity United Kingdom Social/Environmental	579
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,588
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.06%	Equity Europe Social/Environmental	467
JPMorgan UK Equity Core UCITS ETF GBP (dist)	0.31%	Equity United Kingdom	84
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	185
Xtrackers FTSE 100 UCITS ETF Income 1D	0.21%	Equity United Kingdom	86
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.05%	Equity Europe	10,045
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	6,339
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	285
iShares Core FTSE 100 UCITS ETF GBP (Dist)	0.21%	Equity United Kingdom	15,335
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	0.21%	Equity United Kingdom	4,580
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental Climate Change	26
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	0.91%	Equity Europe Insurance	463
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	0.21%	Equity United Kingdom	2,348
Amundi Prime Europe UCITS ETF DR (D)	0.06%	Equity Europe	149
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.17%	Equity Europe Social/Environmental	4,101
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,487
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.05%	Equity Europe	4,104
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.11%	Equity Europe Momentum	47
Amundi MSCI Europe UCITS ETF Acc	0.06%	Equity Europe	739
iShares MSCI Europe SRI UCITS ETF EUR Hedged (Dist)	0.20%	Equity Europe Social/Environmental	9
iShares MSCI World SRI UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,433
Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (D)	0.19%	Equity Europe Social/Environmental	94
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Financials Social/Environmental	540
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	86
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84

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