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.

Show more Show less

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 128 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	19
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	8,595
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	978
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,246
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	701
State Street SPDR MSCI World Financials UCITS ETF USD	0.10%	Equity World Financials	263
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	5,360
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	22
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
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	1,721
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,429
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	99
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,776
CT QR Series Global Equity Active UCITS ETF USD Dist	0.03%	Equity World Fundamental/Quality	-
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	40
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	6
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	117
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	5,248
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	86
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.03%	Equity World Social/Environmental Catholic principles	101
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	531
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.01%	Equity World	16,057
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	107
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	587
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	228
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,852
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	666
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	16
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	222
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	89
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.16%	Equity World Momentum Climate Change	614
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	293
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	128
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	50
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	5,527
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	3,091
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	21
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,122
First Trust Global Equity Income UCITS ETF Dist	0.18%	Equity World Fundamental/Quality	49
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,270
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	83
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	730
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.16%	Equity World Mid Cap	389
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,902
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,525
iShares Ageing Population UCITS ETF	1.14%	Equity World Health Care Social/Environmental Ageing Population	680
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	278
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	222
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,131
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.14%	Equity World Momentum	206
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	8,152
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	110
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.14%	Equity World Dividend	28
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	4
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,948
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	1,060
First Trust Global Equity Income UCITS ETF Acc	0.18%	Equity World Fundamental/Quality	84
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,728
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	138
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.10%	Equity World Financials Social/Environmental	26
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,864
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	38,398
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,832
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.10%	Equity World Financials Social/Environmental	912
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,125
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	197
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,962
CT QR Series Global Equity Active UCITS ETF USD Acc	0.03%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,218
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,247
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	244
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	48
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	0.14%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	101
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	49
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,424
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
Xtrackers MSCI World Momentum ESG UCITS ETF	0.15%	Equity World Momentum	221
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.17%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	809
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.10%	Equity World Mid Cap	6
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,446
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	18
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,119
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,160
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	13,358
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,109
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	237
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	119
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	97
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.10%	Equity World Momentum	4,299
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	814
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,548
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	120,075
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	152
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	526
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	742
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	996
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	164
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	63
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	3,999
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	21,525
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.29%	Equity World Multi-Factor Strategy	698
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	98
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,258
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	10,970
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.29%	Equity World Multi-Factor Strategy	26
Xtrackers MSCI World Momentum UCITS ETF 1C	0.09%	Equity World Momentum	1,809
Xtrackers MSCI World Financials UCITS ETF 1C	0.09%	Equity World Financials	749
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	62
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	30
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	120
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	255
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	750
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	49
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	875
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,442
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	626
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.05%	Equity World	2,852
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	101

Change your settings