Phoenix Group Holdings PLC (PHNX) — Long-term Investment Intensity

Latest as of December 2025: 89.7%

Phoenix Group Holdings PLC (PHNX) has a Long-term Investment Intensity of 89.7% as of December 2025. Long-term investments of GBX298.14 Billion represent 89.7% of total assets of GBX332.24 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See net assets of Phoenix Group Holdings PLC for net asset value and shareholders' equity analysis.

LT Investment Intensity

89.7%
LT Investments / Total Assets

Long-term Investments

GBX298.14 Billion
GBX

Total Assets

GBX332.24 Billion
GBX

Country

UK
LSE

Phoenix Group Holdings PLC Long-term Investment Intensity (2013–2025)

This chart shows how Phoenix Group Holdings PLC's Long-term Investment Intensity has evolved across 13 annual periods from 2013 to 2025. As of December 2025, the intensity stands at 89.7%, reflecting long-term investments of GBX298.14 Billion against total assets of GBX332.24 Billion GBX. Also explore Phoenix Group Holdings PLC assets under control for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Phoenix Group Holdings PLC (2013–2025)

The table below presents the year-by-year Long-term Investment Intensity for Phoenix Group Holdings PLC from 2013 to 2025, covering 13 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see PHNX company net worth.

Year LT Investment Intensity LT Investments (GBX) Total Assets Change (pp)
2025 89.7% GBX298.14 Billion GBX332.24 Billion ▲ +2.0 pp
2024 87.7% GBX270.02 Billion GBX307.86 Billion ▼ -0.2 pp
2023 87.9% GBX263.03 Billion GBX299.31 Billion ▲ +2.0 pp
2022 85.9% GBX239.64 Billion GBX279.03 Billion ▼ -64.6 pp
2021 150.5% GBX489.46 Billion GBX325.21 Billion ▲ +61.6 pp
2020 88.9% GBX288.62 Billion GBX324.78 Billion ▼ -0.1 pp
2019 89.0% GBX209.47 Billion GBX235.35 Billion ▲ +4.0 pp
2018 85.0% GBX195.55 Billion GBX229.98 Billion ▲ +5.4 pp
2017 79.6% GBX66.44 Billion GBX83.44 Billion ▼ -0.6 pp
2016 80.2% GBX69.01 Billion GBX86.00 Billion ▲ +5.9 pp
2015 74.4% GBX47.99 Billion GBX64.51 Billion ▼ -0.1 pp
2014 74.5% GBX51.27 Billion GBX68.80 Billion ▲ +3.0 pp
2013 71.5% GBX53.27 Billion GBX74.47 Billion
pp = percentage points