Phoenix Financial Ltd.

ISIN IL0007670123

 | 

WKN A0B6N7

Market cap (in EUR)
13,965 m
Country
Israel
Sector
Finance
Dividend yield
2.77%
 

Overview

Description

Phoenix Financial Ltd. engages in the provision of insurance products. It operates through the following business segments: Life Insurance and Savings, Health Insurance, Property and Casualty Insurance, Pension and Provident, Financial Services, Insurance Agencies, and Credit. The Life Insurance and Savings segment includes life insurance products and related coverage, and management of pension and retirement. The Health Insurance segment offers nursing insurance, medical reimbursement insurance, surgeries and transplants, dental insurance, travel insurance, and foreign workers insurance. The Property and Casualty Insurance segment is composed of motor insurance, motor property, other liabilities, and property and other subsegments. The Pension and Provident segment deals with the management of pension funds and provident funds through The Phoenix Pension and Provident. The Financial Services segment is composed of investment management activities, including mutual funds, ETFs, brokerage services, underwriting services, market making in various securities and other services. The Insurance Agencies segment represents the activities of pension arrangement agencies and other insurance agencies in the group. The Credit segment refers to financing against postdated checks, clearing, and management of credit vouchers services, financing against real estate properties, loans and credit, equipment financing and supplier financing. The company was founded by David Hachmi in 1949 and is headquartered in Givatayim, Israel.
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Finance Insurance Israel

Financials

Key metrics

Market capitalisation, EUR 13,965 m
EPS, EUR 3.34
P/B ratio 3.8
P/E ratio 14.6
Dividend yield 2.77%

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 25 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 Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing.
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist) 0.01%
Equity
World
7,948
UBS Core MSCI World UCITS ETF USD acc 0.01%
Equity
World
8,595
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.00%
Equity
World
Multi-Asset Strategy
1,060
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
814
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.01%
Equity
World
38,398
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.02%
Equity
World
Social/Environmental
Climate Change
8
UBS Core MSCI World UCITS ETF USD dis 0.01%
Equity
World
1,807
iShares MSCI World Screened UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
1,122
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.03%
Equity
World
Dividend
2,247
Vanguard FTSE Developed World UCITS ETF Acc 0.02%
Equity
World
5,776
UBS Core MSCI World UCITS ETF hGBP dis 0.01%
Equity
World
101
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
40
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.01%
Equity
World
21,525
iShares MSCI ACWI UCITS ETF USD (Acc) 0.01%
Equity
World
27,227
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
80
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
222
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.02%
Equity
World
Social/Environmental
531
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.03%
Equity
World
Dividend
8,152
UBS Core MSCI World UCITS ETF hEUR acc 0.01%
Equity
World
809
Vanguard FTSE Developed World UCITS ETF Distributing 0.02%
Equity
World
3,852
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
750
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.03%
Equity
World
Financials
Social/Environmental
119
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.00%
Equity
World
Multi-Asset Strategy
101
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.00%
Equity
World
Multi-Asset Strategy
97
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.