Phoenix Financial Ltd.

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

12,274 m

Country

Israel

Sector

Finance

Dividend yield

3.30%

Overview

Description

Phoenix Financial Ltd. operates as an Israel-based investment and financial services company. It engages in providing fund management, wealth solutions, retirement, advisory, brokerage, employee stock option administration, and credit origination. The firm operates through the following segments: Life and Savings, Property & Casualty (P&C) Insurance, Health Insurance, Retirement, Wealth & Investments, Payments & Financing, and Brokers & Advisors. The company was founded by David Hachmi in 1949 and is headquartered in Rishon Le-Zion, Israel.

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Finance Insurance Israel

Financials

Key metrics

Market capitalisation, EUR	12,274 m
EPS, EUR	3.52
P/B ratio	3.3
P/E ratio	12.3
Dividend yield	3.30%

Income statement (2025)

Revenue, EUR	8,335 m
Net income, EUR	830 m
Profit margin	9.95%

What ETF is Phoenix Financial Ltd. in?

There are 26 ETFs which contain Phoenix Financial Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Phoenix Financial Ltd. is the Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,851
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,072
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	1,189
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	905
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,749
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	44,747
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,931
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,059
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,725
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,666
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	108
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,490
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	29,594
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	90
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	235
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	586
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,114
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	904
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,046
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	591
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	121
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	118
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100

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