Phoenix Financial Ltd.

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

9,448 m

Country

Israel

Sector

Finance

Dividend yield

4.34%

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	9,448 m
EPS, EUR	3.06
P/B ratio	2.9
P/E ratio	11.5
Dividend yield	4.34%

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 88 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	7,451
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	5,818
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	708
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.00%	Equity World Multi-Asset Strategy	886
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	750
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,543
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.08%	Equity World Financials Social/Environmental	117
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	514
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	1,018
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	27,447
SPDR MSCI World Financials UCITS ETF	0.07%	Equity World Financials	301
Xtrackers MSCI World ex USA UCITS ETF 1C	0.04%	Equity World	3,975
HSBC MSCI World UCITS ETF USD (Acc)	0.00%	Equity World	1,470
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.08%	Equity World Financials Social/Environmental	569
HSBC MSCI World UCITS ETF USD	0.00%	Equity World	12,704
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	150
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	37
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	814
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,318
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	953
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,357
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	1,448
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,872
Invesco S&P World Financials ESG UCITS ETF Acc	0.11%	Equity World Financials Social/Environmental	5
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	94
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	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	4,067
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	67
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	495
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	306
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	73
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	987
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	375
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,527
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	974
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	816
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,898
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	11,849
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	192
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	87
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	3,313
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	677
Xtrackers MSCI World ex USA UCITS ETF 1D	0.04%	Equity World	177
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	66
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	322
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	354
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,002
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,528
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	110,506
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	16,467
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,210
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	478
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	959
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	21
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	2,634
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	18,981
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.20%	Equity World Multi-Factor Strategy	646
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	84
HSBC MSCI World UCITS ETF CHF hedged	0.00%	Equity World	51
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.00%	Equity World	643
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	359
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,708
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,309
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,348
iShares Ageing Population UCITS ETF	0.83%	Equity World Health Care Social/Environmental Ageing Population	569
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	191
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	1,605
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	144
Xtrackers MSCI World Financials UCITS ETF 1C	0.06%	Equity World Financials	2,495
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.02%	Equity World Dividend	6,609
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	13
Amundi MSCI World Ex USA UCITS ETF Dist	0.04%	Equity World	83
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	16
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	739
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	917
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.04%	Equity World	1,786
Amundi MSCI World Ex USA UCITS ETF Acc	0.04%	Equity World	460
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	88

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