Phoenix Financial Ltd.

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

11,879 m

Country

Israel

Sector

Finance

Dividend yield

3.57%

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	11,879 m
EPS, EUR	3.06
P/B ratio	3.5
P/E ratio	14.0
Dividend yield	3.57%

Income statement (2024)

Revenue, EUR	7,271 m
Net income, EUR	454 m
Profit margin	6.25%

What ETF is Phoenix Financial Ltd. in?

There are 117 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 iShares Ageing Population UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.03%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	7,382
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	853
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,106
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	475
State Street SPDR MSCI World Financials UCITS ETF USD	0.08%	Equity World Financials	274
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,013
Franklin S&P World Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	6
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	56
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,189
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,373
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,327
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	84
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,050
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	36
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.01%	Equity World Social/Environmental Climate Change	107
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	3
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	4,440
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	69
Deka MSCI World Climate Change ESG UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	1,478
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	483
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	14,663
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	86
Deka MSCI World UCITS ETF Distribution	0.01%	Equity World	4,511
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	482
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,546
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.01%	Equity World	26
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	635
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	216
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	66
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.11%	Equity World Momentum Climate Change	519
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	356
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	260
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	119
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,272
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	97
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,109
Xtrackers MSCI World Climate Transition UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	19
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,006
First Trust Global Equity Income UCITS ETF Dist	0.08%	Equity World Fundamental/Quality	46
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,096
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	565
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	360
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,532
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,372
iShares Ageing Population UCITS ETF	0.97%	Equity World Health Care Social/Environmental Ageing Population	575
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	274
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	208
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	196
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.12%	Equity World Momentum	216
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	7,591
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	99
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.12%	Equity World Dividend	25
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,278
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	24
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	941
First Trust Global Equity Income UCITS ETF Acc	0.08%	Equity World Fundamental/Quality	65
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,559
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.09%	Equity World Financials Social/Environmental	74
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,464
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	31,051
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,536
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.09%	Equity World Financials Social/Environmental	602
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,298
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	170
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,783
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	957
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	1,901
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	32
Invesco S&P World Financials ESG UCITS ETF Acc	0.10%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	90
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,360
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	22,896
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	70
Xtrackers MSCI World Momentum ESG UCITS ETF	0.12%	Equity World Momentum	213
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	403
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.09%	Equity World Mid Cap	6
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,050
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	17
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	978
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	12,213
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,591
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.04%	Equity World Financials Social/Environmental	155
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	93
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.08%	Equity World Momentum	3,375
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	728
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,154
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	110,575
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	16,587
Xtrackers Zurich ESG Allocation Equities UCITS ETF 1C	0.02%	Equity World Social/Environmental Climate Change	242
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	468
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	661
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	141
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	47
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,982
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	19,403
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.25%	Equity World Multi-Factor Strategy	657
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,173
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	8,335
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.25%	Equity World Multi-Factor Strategy	27
Xtrackers MSCI World Momentum UCITS ETF 1C	0.08%	Equity World Momentum	1,565
Xtrackers MSCI World Financials UCITS ETF 1C	0.08%	Equity World Financials	776
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	342
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	32
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	113
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	216
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	950
Finanzen.net MSCI World UCITS ETF Acc	0.01%	Equity World	13
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	731
Xtrackers MSCI World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	72
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	1,161
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	2,435
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	542
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	92

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