Phoenix Group Holdings PLC (PHNX) — Long-term Investment Intensity
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. Check Phoenix Group Holdings PLC (PHNX) liquid assets ratio to evaluate the company's liquid asset resilience ratio.
LT Investment Intensity
Long-term Investments
Total Assets
Country
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. For the complete balance sheet picture, see Phoenix Group Holdings PLC asset portfolio.
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. Read PHNX liabilities breakdown for a breakdown of total debt and financial obligations.
| 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 | — |