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 investment reinvestment rate to assess the company's total reinvestment commitment from operating cash flow.
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. Explore Phoenix Group Holdings PLC (PHNX) cash flow to debt to assess how comfortably operating cash covers total debt obligations.
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 Phoenix Group Holdings PLC stock valuation.
| 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 | — |