The Phoenix Holdings Ltd. (PHOE) — Long-term Investment Intensity
The Phoenix Holdings Ltd. (PHOE) has a Long-term Investment Intensity of 70.4% as of September 2025. Long-term investments of ILA133.76 Billion represent 70.4% of total assets of ILA190.10 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check PHOE cash reinvestment to operating cash ratio to assess the company's total reinvestment commitment from operating cash flow.
LT Investment Intensity
Long-term Investments
Total Assets
Country
The Phoenix Holdings Ltd. Long-term Investment Intensity (2013–2024)
This chart shows how The Phoenix Holdings Ltd.'s Long-term Investment Intensity has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the intensity stands at 70.4%, reflecting long-term investments of ILA133.76 Billion against total assets of ILA190.10 Billion ILA. Explore The Phoenix Holdings Ltd. cash debt coverage ratio to assess how comfortably operating cash covers total debt obligations.
Annual Long-term Investment Intensity for The Phoenix Holdings Ltd. (2013–2024)
The table below presents the year-by-year Long-term Investment Intensity for The Phoenix Holdings Ltd. from 2013 to 2024, covering 12 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 PHOE company net worth.
| Year | LT Investment Intensity | LT Investments (ILA) | Total Assets | Change (pp) |
|---|---|---|---|---|
| 2024 | 73.4% | ILA126.74 Billion | ILA172.57 Billion | ▲ +1.7 pp |
| 2023 | 71.7% | ILA114.61 Billion | ILA159.79 Billion | ▼ -1.2 pp |
| 2022 | 72.9% | ILA107.58 Billion | ILA147.52 Billion | ▼ -3.9 pp |
| 2021 | 76.8% | ILA110.34 Billion | ILA143.58 Billion | ▼ -0.9 pp |
| 2020 | 77.8% | ILA92.68 Billion | ILA119.16 Billion | ▼ -4.1 pp |
| 2019 | 81.9% | ILA90.09 Billion | ILA110.06 Billion | ▲ +2.1 pp |
| 2018 | 79.7% | ILA72.67 Billion | ILA91.12 Billion | ▲ +8.0 pp |
| 2017 | 71.7% | ILA80.55 Billion | ILA112.34 Billion | ▲ +1.1 pp |
| 2016 | 70.6% | ILA72.59 Billion | ILA102.76 Billion | ▲ +27.3 pp |
| 2015 | 43.4% | ILA42.58 Billion | ILA98.22 Billion | ▼ -6.5 pp |
| 2014 | 49.8% | ILA50.51 Billion | ILA101.34 Billion | ▲ +30.8 pp |
| 2013 | 19.0% | ILA17.40 Billion | ILA91.32 Billion | — |