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 119 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)	0.02%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,851
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,045
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,551
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	749
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.04%	Equity World Fundamental/Quality	5,038
State Street SPDR MSCI World Financials UCITS ETF USD	0.11%	Equity World Financials	276
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,957
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	12
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	26
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,931
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	79
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,410
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,450
UBS MSCI World ex USA UCITS ETF USD acc	0.06%	Equity World	343
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,666
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	44
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	18
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	120
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	6,459
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	80
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	97
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	586
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	17,213
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	169
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	215
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,046
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.01%	Equity World	28
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	633
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	15
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc)	0.32%	Equity World Multi-Factor Strategy	11
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.03%	Equity World	43
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	94
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	426
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	56
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,749
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	141
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,936
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,565
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,059
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,195
Xtrackers MSCI World Quality UCITS ETF 1C	0.05%	Equity World Fundamental/Quality	2,777
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	78
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	763
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	16
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	387
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,248
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,606
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.02%	Equity World	2,109
iShares Ageing Population UCITS ETF	1.38%	Equity World Health Care Social/Environmental Ageing Population	778
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	268
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	235
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,801
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	9,114
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	113
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,072
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	60
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	1,189
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,743
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	308
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.13%	Equity World Financials Social/Environmental	30
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	44,747
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,915
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.13%	Equity World Financials Social/Environmental	1,440
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,547
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	214
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.06%	Equity World	0
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,312
CT QR Series Global Equity Active UCITS ETF USD Acc	0.03%	Equity World Fundamental/Quality	-
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	52
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,505
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,725
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	253
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	64
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF	0.19%	Equity World Financials Social/Environmental	4
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,385
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
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	904
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.11%	Equity World Mid Cap	7
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,591
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,180
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,335
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	14,179
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,225
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	69
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	267
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	121
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	100
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.08%	Equity World Momentum	4,699
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	905
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	123,853
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	19,687
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	17
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,041
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	161
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	59
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,543
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	22,490
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.32%	Equity World Multi-Factor Strategy	729
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,312
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	14,670
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Multi-Factor Strategy	28
Xtrackers MSCI World Momentum UCITS ETF 1C	0.06%	Equity World Momentum	1,880
Xtrackers MSCI World Financials UCITS ETF 1C	0.09%	Equity World Financials	833
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	451
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	268
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	591
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	65
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	12
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	964
Amundi MSCI World Ex USA UCITS ETF Acc	0.06%	Equity World	626
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.06%	Equity World	2,937
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	118

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