The Phoenix Holdings Ltd. - Asset Resilience Ratio

Latest as of December 2024: 6.69%

The Phoenix Holdings Ltd. (PHOE) has an Asset Resilience Ratio of 6.69% 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

ILA11.54 Billion

≈ $30.94 Million USD Cash + Short-term Investments

Total Assets

ILA172.57 Billion

≈ $462.66 Million USD All company assets

Resilience Assessment

Low

Financial Resilience Level

Asset Resilience Ratio Trend (2014–2024)

This chart shows how The Phoenix Holdings Ltd.'s Asset Resilience Ratio has changed over time. Check PHOE capital-intensive asset ratio to assess the company's strategic physical and investment asset allocation.

Liquid Assets Composition Over Time

This chart breaks down The Phoenix Holdings Ltd.'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 The Phoenix Holdings Ltd. worth.

Current Liquid Assets Breakdown

Component	Amount	% of Total Assets
Cash & Equivalents	ILA0.00	0%
Short-term Investments	ILA11.54 Billion	6.69%
Total Liquid Assets	ILA11.54 Billion	6.69%

Asset Resilience Insights

Limited Liquidity: The Phoenix Holdings Ltd. maintains only 6.69% of assets in liquid form.
This low level may indicate efficient asset utilization but could pose risks during economic downturns.
The company has significant short-term investments, indicating active treasury management.

The Phoenix Holdings Ltd. Industry Peers by Asset Resilience Ratio

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

Company	Industry	Asset Resilience Ratio
Zurich Insurance Group AG F:ZFI1	Insurance - Diversified	2.68%
Aegon NV AS:AGN	Insurance - Diversified	16.25%
Vienna Insurance Group AG VI:VIG	Insurance - Diversified	48.65%
UNIQA Insurance Group AG VI:UQA	Insurance - Diversified	45.14%
ageas SA/NV BR:AGS	Insurance - Diversified	57.24%
BB Seguridade Participacoes SA SA:BBSE3	Insurance - Diversified	43.47%
Porto Seguro S.A SA:PSSA3	Insurance - Diversified	2.90%
Sun Life Financial Inc. TO:SLF	Insurance - Diversified	6.77%

Annual Asset Resilience Ratio for The Phoenix Holdings Ltd. (2014–2024)

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

Year	Asset Resilience Ratio (%)	Liquid Assets	Total Assets	Change
2024-12-31	6.69%	ILA11.54 Billion ≈ $30.94 Million	ILA172.57 Billion ≈ $462.66 Million	+0.01pp
2023-12-31	6.68%	ILA10.67 Billion ≈ $28.62 Million	ILA159.79 Billion ≈ $428.40 Million	+0.10pp
2022-12-31	6.58%	ILA9.71 Billion ≈ $26.03 Million	ILA147.52 Billion ≈ $395.49 Million	-1.06pp
2021-12-31	7.64%	ILA10.97 Billion ≈ $29.42 Million	ILA143.58 Billion ≈ $384.93 Million	+0.97pp
2020-12-31	6.67%	ILA7.95 Billion ≈ $21.32 Million	ILA119.16 Billion ≈ $319.47 Million	-21.50pp
2018-12-31	28.18%	ILA25.68 Billion ≈ $68.84 Million	ILA91.12 Billion ≈ $244.30 Million	+6.41pp
2017-12-31	21.77%	ILA24.45 Billion ≈ $65.56 Million	ILA112.34 Billion ≈ $301.19 Million	+14.91pp
2016-12-31	6.86%	ILA7.05 Billion ≈ $18.89 Million	ILA102.76 Billion ≈ $275.50 Million	-0.62pp
2015-12-31	7.48%	ILA7.34 Billion ≈ $19.69 Million	ILA98.22 Billion ≈ $263.33 Million	+0.77pp
2014-12-31	6.70%	ILA6.79 Billion ≈ $18.21 Million	ILA101.34 Billion ≈ $271.68 Million	--

pp = percentage points

About The Phoenix Holdings Ltd.

TA:PHOE Israel Insurance - Diversified

Market Cap

$12.12 Billion

ILA4.52 Trillion ILA

Market Cap Rank

#1916 Global

#6 in Israel

Share Price

ILA17780.00

Change (1 day)

+1.72%

52-Week Range

ILA10270.00 - ILA19890.00

All Time High

ILA19890.00