Phoenix Financial Ltd.

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

12,870 m

Country

Israel

Sector

Finance

Dividend yield

3.10%

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	12,870 m
EPS, EUR	3.52
P/B ratio	3.5
P/E ratio	13.1
Dividend yield	3.10%

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 19 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	10,493
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,148
Amundi MSCI World Swap II UCITS ETF Dist	0.01%	Equity World	8,697
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	30,793
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	596
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	9,668
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	1,112
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,696
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	49,047
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,139
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	8
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	662
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,958
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,075
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,866
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,861
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	122
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	152
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	23,250

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