Phoenix Financial Ltd.

ISIN IL0007670123

WKN A0B6N7

Market cap (in EUR)

12,870 m

Country

Israel

Sector

Finance

Dividend yield

3.10%

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	12,870 m
EPS, EUR	3.52
P/B ratio	3.5
P/E ratio	13.1
Dividend yield	3.10%

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 172 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	10,493
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	1,109
iShares FTSE All-World UCITS ETF USD (Acc)	0.01%	Equity World	26
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.01%	Equity World	2,132
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,694
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	789
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.03%	Equity World Fundamental/Quality	5,295
Amundi MSCI World Financials UCITS ETF USD Acc	0.09%	Equity World Financials	833
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.01%	Equity World	10
State Street SPDR MSCI World Financials UCITS ETF USD	0.09%	Equity World Financials	310
Xtrackers MSCI World ex USA UCITS ETF 1C	0.05%	Equity World	6,698
Franklin S&P World Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	13
Invesco MSCI World UCITS ETF	0.01%	Equity World	8,426
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.01%	Equity World	52
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	31
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	8
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.05%	Equity World	11
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,958
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	81
Amundi Prime All Country World UCITS ETF Acc	0.01%	Equity World	2,732
UBS MSCI World ex USA UCITS ETF USD acc	0.05%	Equity World	387
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,861
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.01%	Equity World	24
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.01%	Equity World	283
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	20
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	134
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	7,158
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.01%	Equity World	7
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.02%	Equity World Social/Environmental Catholic principles	94
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	596
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	17,708
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	201
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.01%	Equity World	49
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	748
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.24%	Equity World Multi-Factor Strategy	219
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,139
Xtrackers MSCI World Swap UCITS ETF 1C	0.01%	Equity World	5,276
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	604
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.01%	Equity World	1,669
Amundi MSCI All Country World UCITS ETF EUR Acc	0.01%	Equity World	2,380
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.03%	Equity World	46
Xtrackers MSCI World ex USA UCITS ETF 1D	0.05%	Equity World	252
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	95
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.13%	Equity World Momentum Climate Change	552
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.01%	Equity World	445
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	344
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.01%	Equity World	86
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	138
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	61
Xtrackers MSCI World UCITS ETF 1D	0.01%	Equity World	4,696
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	174
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	6,199
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	3,864
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.14%	Equity World Fundamental/Quality	195
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.01%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	1,075
Amundi Core MSCI World Swap UCITS ETF Dist	0.01%	Equity World	6,543
UBS MSCI ACWI SF UCITS ETF USD acc	0.01%	Equity World	3,846
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.01%	Equity World	44
First Trust Global Equity Income UCITS ETF Dist	0.14%	Equity World Fundamental/Quality	51
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,210
Xtrackers MSCI World Quality UCITS ETF 1C	0.05%	Equity World Fundamental/Quality	2,659
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	672
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	81
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	18
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	397
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	5,304
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,632
iShares Ageing Population UCITS ETF	0.46%	Equity World Health Care Social/Environmental Ageing Population	814
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	259
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,868
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	9,668
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.01%	Equity World	57
Amundi MSCI World Swap II UCITS ETF Acc	0.01%	Equity World	682
Amundi MSCI World Swap UCITS ETF USD Acc	0.01%	Equity World	78
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	118
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	3
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.01%	Equity World	705
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.01%	Equity World	619
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	103
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	8,148
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	61
Amundi MSCI World Swap II UCITS ETF Dist	0.01%	Equity World	8,697
First Trust Global Equity Income UCITS ETF Acc	0.14%	Equity World Fundamental/Quality	70
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,806
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	303
Amundi Prime Global UCITS ETF Acc	0.01%	Equity World	3,079
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.01%	Equity World	1
Amundi Core MSCI World Swap UCITS ETF Acc	0.01%	Equity World	15
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	49,047
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.01%	Equity World	518
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,990
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	13,612
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	229
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.01%	Equity World	61
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.05%	Equity World	2
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,454
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.01%	Equity World	53
L&G Global Equity UCITS ETF	0.01%	Equity World Social/Environmental	1,736
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,866
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	257
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	10
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	63
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	0.16%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	152
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	85
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,343
iShares MSCI World Swap UCITS ETF USD (Acc)	0.01%	Equity World	1,892
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	30,793
Xtrackers MSCI World Momentum ESG UCITS ETF	0.14%	Equity World Momentum	320
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.07%	Equity World Low Volatility/Risk Weighted	30
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	1,112
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.09%	Equity World Mid Cap	7
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.01%	Equity World	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,768
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	1,167
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,411
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	5,367
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	14,483
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	109
Invesco FTSE All-World UCITS ETF	0.00%	Equity World	281
Amundi MSCI World Financials UCITS ETF EUR Acc	0.09%	Equity World Financials	134
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.04%	Equity World Social/Environmental	0
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	122
Amundi MSCI All Country World UCITS ETF USD Acc	0.01%	Equity World	126
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.06%	Equity World Momentum	5,218
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.01%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.01%	Equity World	1,622
Amundi MSCI World Swap UCITS ETF EUR Dist	0.01%	Equity World	441
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.01%	Equity World	449
Xtrackers MSCI World Swap UCITS ETF 1D	0.01%	Equity World	5,697
Amundi Prime Global UCITS ETF Dist	0.01%	Equity World	1,616
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	126,682
Xtrackers MSCI World UCITS ETF 1C	0.01%	Equity World	20,482
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	555
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.01%	Equity World	103
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.01%	Equity World	43
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	847
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,100
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	163
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	61
Amundi Prime All Country World UCITS ETF Dist	0.01%	Equity World	4,604
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.01%	Equity World	1,860
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	23,250
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.27%	Equity World Multi-Factor Strategy	745
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	101
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,225
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	15,777
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.27%	Equity World Multi-Factor Strategy	28
Xtrackers MSCI World Momentum UCITS ETF 1C	0.06%	Equity World Momentum	2,029
Xtrackers MSCI World Financials UCITS ETF 1C	0.09%	Equity World Financials	1,242
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.04%	Equity World Social/Environmental	33
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.05%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.01%	Equity World	59
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	21
Amundi MSCI World Ex USA UCITS ETF Dist	0.05%	Equity World	130
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	276
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	662
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	70
Amundi MSCI World Swap UCITS ETF EUR Acc	0.01%	Equity World	6,495
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,028
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,623
Amundi MSCI World Ex USA UCITS ETF Acc	0.05%	Equity World	661
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.05%	Equity World	3,146

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