Phoenix Group Holdings PLC - Asset Resilience Ratio

Latest as of December 2024: -3.01%

Phoenix Group Holdings PLC (PHNX) has an Asset Resilience Ratio of -3.01% as of December 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.

Liquid Assets

GBX-9.26 Billion

≈ $-1.13 Million USD Cash + Short-term Investments

Total Assets

GBX307.86 Billion

≈ $37.46 Million USD All company assets

Resilience Assessment

Low

Financial Resilience Level

Asset Resilience Ratio Trend (2008–2024)

This chart shows how Phoenix Group Holdings PLC's Asset Resilience Ratio has changed over time. Check Phoenix Group Holdings PLC (PHNX) strategic asset index to assess the company's strategic physical and investment asset allocation.

Liquid Assets Composition Over Time

This chart breaks down Phoenix Group Holdings PLC's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For market capitalisation and broader financial context, see how much is Phoenix Group Holdings PLC worth.

Current Liquid Assets Breakdown

Component	Amount	% of Total Assets
Cash & Equivalents	GBX0.00	0%
Short-term Investments	GBX-9.26 Billion	-3.01%
Total Liquid Assets	GBX-9.26 Billion	-3.01%

Asset Resilience Insights

Limited Liquidity: Phoenix Group Holdings PLC maintains only -3.01% of assets in liquid form.
This low level may indicate efficient asset utilization but could pose risks during economic downturns.
The company primarily holds liquidity in cash and equivalents rather than short-term investments.

Phoenix Group Holdings PLC Industry Peers by Asset Resilience Ratio

Compare Phoenix Group Holdings PLC's asset resilience ratio with other companies in the same industry.

Company	Industry	Asset Resilience Ratio
Prudential plc F:PRU2	Insurance - Life	0.00%
HDFC Life Insurance Company Limited NSE:HDFCLIFE	Insurance - Life	0.15%
Brighthouse Financial Inc NASDAQ:BHF	Insurance - Life	33.32%
Challenger Ltd AU:CGF	Insurance - Life	2.14%
Hapvida Participações e Investimentos S.A. SA:HAPV3	Insurance - Life	10.15%
Prudential plc LSE:PRU	Insurance - Life	2.65%
Clearview Wealth Ltd AU:CVW	Insurance - Life	22.11%
Nobleoak Life Ltd AU:NOL	Insurance - Life	11.03%

Annual Asset Resilience Ratio for Phoenix Group Holdings PLC (2008–2024)

The table below shows the annual Asset Resilience Ratio data for Phoenix Group Holdings PLC.

Year	Asset Resilience Ratio (%)	Liquid Assets	Total Assets	Change
2024-12-31	-3.01%	GBX-9.26 Billion ≈ $-1.13 Million	GBX307.86 Billion ≈ $37.46 Million	-3.93pp
2023-12-31	0.92%	GBX2.77 Billion ≈ $336.54K	GBX299.31 Billion ≈ $36.42 Million	-0.53pp
2022-12-31	1.46%	GBX4.07 Billion ≈ $494.96K	GBX279.03 Billion ≈ $33.95 Million	+0.05pp
2021-12-31	1.40%	GBX4.57 Billion ≈ $555.67K	GBX325.21 Billion ≈ $39.57 Million	-0.71pp
2020-12-31	2.12%	GBX6.88 Billion ≈ $837.10K	GBX324.78 Billion ≈ $39.52 Million	+0.23pp
2019-12-31	1.89%	GBX4.45 Billion ≈ $541.92K	GBX235.35 Billion ≈ $28.64 Million	+0.24pp
2018-12-31	1.65%	GBX3.80 Billion ≈ $462.11K	GBX229.98 Billion ≈ $27.98 Million	-1.66pp
2017-12-31	3.31%	GBX2.76 Billion ≈ $335.81K	GBX83.44 Billion ≈ $10.15 Million	+1.20pp
2016-12-31	2.11%	GBX1.81 Billion ≈ $220.47K	GBX86.00 Billion ≈ $10.46 Million	-0.21pp
2015-12-31	2.32%	GBX1.50 Billion ≈ $182.26K	GBX64.51 Billion ≈ $7.85 Million	+1.45pp
2014-12-31	0.87%	GBX597.00 Million ≈ $72.64K	GBX68.80 Billion ≈ $8.37 Million	+0.30pp
2013-12-31	0.57%	GBX422.00 Million ≈ $51.35K	GBX74.47 Billion ≈ $9.06 Million	-99.10pp
2008-12-31	99.66%	GBX591.00 Million ≈ $71.91K	GBX593.00 Million ≈ $72.15K	--

pp = percentage points

About Phoenix Group Holdings PLC

LSE:PHNX UK Insurance - Life

Market Cap

$93.45 Million

GBX768.09 Billion GBX

Market Cap Rank

#19375 Global

#123 in UK

Share Price

GBX767.00

Change (1 day)

+0.07%

52-Week Range

GBX619.00 - GBX767.50

All Time High

GBX767.50