Phoenix Financial

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

11,616 m

Country

Israel

Sector

Finance

Dividend yield

3.56%

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	11,616 m
EPS, EUR	3.06
P/B ratio	3.6
P/E ratio	14.0
Dividend yield	3.56%

Income statement (2024)

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

What ETF is Phoenix Financial in?

There are 94 ETFs which contain Phoenix Financial. All of these ETFs are listed in the table below. The ETF with the largest weighting of Phoenix Financial 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	18
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,394
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	25
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	7,138
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	813
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	932
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,073
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,613
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.09%	Equity World Financials Social/Environmental	107
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	494
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	30,271
SPDR MSCI World Financials UCITS ETF	0.07%	Equity World Financials	299
Xtrackers MSCI World ex USA UCITS ETF 1C	0.04%	Equity World	4,936
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,525
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.09%	Equity World Financials Social/Environmental	653
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,519
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	166
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,856
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,123
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	44
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	49
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,368
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	897
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,342
UBS MSCI World ex USA UCITS ETF USD acc	0.03%	Equity World	82
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	1,843
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,002
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	60
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 Acc	0.10%	Equity World Financials Social/Environmental	4
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	36
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,407
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.01%	Equity World Social/Environmental Climate Change	132
iShares MSCI ACWI UCITS ETF USD (Dist)	0.00%	Equity World	3
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	4,465
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	70
iShares MSCI ACWI UCITS ETF USD (Acc)	0.00%	Equity World	22,908
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	70
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	490
SPDR MSCI World UCITS ETF	0.01%	Equity World	14,245
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	398
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	83
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,051
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,538
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	984
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	940
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,843
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	12,375
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	668
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	524
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	94
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)	0.21%	Equity World Multi-Factor Strategy	10
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.08%	Equity World Momentum	3,467
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	722
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	66
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	366
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,620
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	69
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,168
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	111,484
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	16,670
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	15
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	995
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	3,035
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,013
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	19,524
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.21%	Equity World Multi-Factor Strategy	657
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,192
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	84
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 CHF hedged	0.01%	Equity World	55
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	700
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	371
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,777
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.01%	Equity World	1,764
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	8,277
iShares Ageing Population UCITS ETF	0.83%	Equity World Health Care Social/Environmental Ageing Population	576
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	281
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	204
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.21%	Equity World Multi-Factor Strategy	30
Xtrackers MSCI World Momentum UCITS ETF 1C	0.07%	Equity World Momentum	1,607
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	189
Xtrackers MSCI World Financials UCITS ETF 1C	0.07%	Equity World Financials	2,485
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	7,698
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	105
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	32
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	217
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	975
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	740
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.10%	Equity World	2,294
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	548
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	91

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