Phoenix Financial Ltd.

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

9,557 m

Country

Israel

Sector

Finance

Dividend yield

3.33%

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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	9,557 m
EPS, EUR	3.06
P/B ratio	3.0
P/E ratio	11.8
Dividend yield	3.33%

Income statement (2024)

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

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Capital at risk

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What ETF is Phoenix Financial Ltd. in?

There are 87 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	9
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,325
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	4,845
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	678
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	856
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	702
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,490
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.08%	Equity World Financials Social/Environmental	2
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	409
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	820
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	26,047
SPDR MSCI World Financials UCITS ETF	0.07%	Equity World Financials	297
Xtrackers MSCI World ex USA UCITS ETF 1C	0.04%	Equity World	3,734
HSBC MSCI World UCITS ETF USD (Acc)	0.00%	Equity World	1,404
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.08%	Equity World Financials Social/Environmental	521
HSBC MSCI World UCITS ETF USD	0.00%	Equity World	12,445
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	140
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	5
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	36
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	485
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,263
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	938
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,327
UBS MSCI World ex USA UCITS ETF USD acc	0.03%	Equity World	54
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.02%	Equity World Dividend	1,378
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,688
Invesco S&P World Financials ESG UCITS ETF Acc	0.11%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	90
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	3
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.01%	Equity World Social/Environmental Climate Change	66
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	3,853
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	63
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	485
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	285
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	68
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	944
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,487
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	948
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	759
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,676
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	8,682
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	176
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.04%	Equity World Momentum	2,958
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	649
Xtrackers MSCI World ex USA UCITS ETF 1D	0.04%	Equity World	172
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	64
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	308
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	554
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,339
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	31
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,420
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	107,427
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	15,964
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,063
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	448
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	864
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	-
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,588
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.20%	Equity World Multi-Factor Strategy	626
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	80
HSBC MSCI World UCITS ETF CHF hedged	0.00%	Equity World	50
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	680
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	321
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,397
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	820
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	6,922
iShares Ageing Population UCITS ETF	0.83%	Equity World Health Care Social/Environmental Ageing Population	542
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	185
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Multi-Factor Strategy	72
Xtrackers MSCI World Momentum UCITS ETF 1C	0.04%	Equity World Momentum	1,549
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	141
Xtrackers MSCI World Financials UCITS ETF 1C	0.06%	Equity World Financials	2,487
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	6,339
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	5
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	55
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	14
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	704
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	-
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	1,229
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	394
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	86

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