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 asset resilience ratio to evaluate the company's liquid asset resilience ratio.
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. For the complete balance sheet picture, see The Phoenix Holdings Ltd. asset portfolio.
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. Read The Phoenix Holdings Ltd. (PHOE) financial obligations for a breakdown of total debt and financial obligations.
| 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 | — |