The Phoenix Holdings Ltd. (PHOE) — Net Asset Quality Index

Latest as of September 2025: 6.5%

The Phoenix Holdings Ltd. (PHOE) has a Net Asset Quality Index of 6.5% as of September 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of ILA190.10 Billion minus total liabilities of ILA177.74 Billion yields net assets of ILA12.36 Billion. A higher index indicates a stronger, lower-leverage balance sheet. Check PHOE asset liquidity ratio to evaluate the company's liquid asset resilience ratio.

Quality Index

6.5%
Equity / Total Assets

Net Assets

ILA12.36 Billion
ILA

Total Assets

ILA190.10 Billion
ILA

Total Liabilities

ILA177.74 Billion
ILA

The Phoenix Holdings Ltd. Net Asset Quality Index Over Time (2006–2024)

This chart shows how The Phoenix Holdings Ltd.'s Net Asset Quality Index has evolved across 19 annual periods from 2006 to 2024. As of September 2025, the index stands at 6.5%, representing net assets of ILA12.36 Billion against total assets of ILA190.10 Billion ILA. See The Phoenix Holdings Ltd. (PHOE) working capital ratio to evaluate short-term liquidity relative to the company's equity base.

Annual Net Asset Quality Index for The Phoenix Holdings Ltd. (2006–2024)

The table below presents the year-by-year Net Asset Quality Index for The Phoenix Holdings Ltd. from 2006 to 2024, covering 19 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. For market capitalisation and the full company profile, see The Phoenix Holdings Ltd. (PHOE) market capitalisation.

Year Quality Index Net Assets (ILA) Total Assets Total Liabilities Change (pp)
2024 7.1% ILA12.25 Billion ILA172.57 Billion ILA160.32 Billion ▲ +0.3 pp
2023 6.8% ILA10.90 Billion ILA159.79 Billion ILA148.90 Billion ▼ -0.3 pp
2022 7.1% ILA10.53 Billion ILA147.52 Billion ILA136.98 Billion ▲ +0.2 pp
2021 6.9% ILA9.92 Billion ILA143.58 Billion ILA133.66 Billion ▲ +0.1 pp
2020 6.8% ILA8.08 Billion ILA119.16 Billion ILA111.08 Billion ▲ +0.9 pp
2019 5.9% ILA6.49 Billion ILA110.06 Billion ILA103.57 Billion ▼ -1.2 pp
2018 7.1% ILA6.43 Billion ILA91.12 Billion ILA84.70 Billion ▲ +1.9 pp
2017 5.1% ILA5.74 Billion ILA112.34 Billion ILA106.60 Billion ▲ +0.4 pp
2016 4.7% ILA4.84 Billion ILA102.76 Billion ILA97.92 Billion ▲ +0.4 pp
2015 4.4% ILA4.27 Billion ILA98.22 Billion ILA93.95 Billion ▲ +0.5 pp
2014 3.9% ILA3.93 Billion ILA101.34 Billion ILA97.41 Billion ▼ -0.1 pp
2013 4.0% ILA3.65 Billion ILA91.32 Billion ILA87.67 Billion ▼ 0.0 pp
2012 4.0% ILA3.03 Billion ILA75.10 Billion ILA72.08 Billion ▼ 0.0 pp
2011 4.1% ILA2.62 Billion ILA64.38 Billion ILA61.76 Billion ▼ -0.3 pp
2010 4.3% ILA2.70 Billion ILA62.36 Billion ILA59.67 Billion ▲ +0.2 pp
2009 4.1% ILA2.28 Billion ILA55.46 Billion ILA53.18 Billion ▼ -1.5 pp
2008 5.7% ILA1.72 Billion ILA30.37 Billion ILA28.65 Billion ▼ -1.3 pp
2007 7.0% ILA2.32 Billion ILA33.19 Billion ILA30.86 Billion ▲ +0.1 pp
2006 6.9% ILA1.99 Billion ILA29.08 Billion ILA27.08 Billion
pp = percentage points