Phoenix Group Holdings PLC (PHNX) — Strategic Asset Allocation Index
Phoenix Group Holdings PLC (PHNX) has a Strategic Asset Allocation Index of 37360.9% as of December 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX298.14 Billion) total GBX298.14 Billion, measured against net assets of GBX798.00 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Phoenix Group Holdings PLC liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Phoenix Group Holdings PLC Strategic Asset Allocation Index (2009–2025)
This chart shows how Phoenix Group Holdings PLC's Strategic Asset Allocation Index has evolved across 17 annual periods from 2009 to 2025. As of December 2025, the index stands at 37360.9%, representing strategic assets of GBX298.14 Billion against net assets of GBX798.00 Million GBX. See Phoenix Group Holdings PLC financial flexibility index to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Phoenix Group Holdings PLC (2009–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Phoenix Group Holdings PLC from 2009 to 2025, covering 17 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Phoenix Group Holdings PLC stock valuation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 37360.9% | GBX298.14 Billion | GBX- | GBX298.14 Billion | GBX798.00 Million | ▲ +25338.8 pp |
| 2024 | 12022.1% | GBX270.02 Billion | GBX- | GBX270.02 Billion | GBX2.25 Billion | ▲ +4589.9 pp |
| 2023 | 7432.2% | GBX263.03 Billion | GBX- | GBX263.03 Billion | GBX3.54 Billion | ▲ +2323.2 pp |
| 2022 | 5109.0% | GBX239.76 Billion | GBX125.00 Million | GBX239.64 Billion | GBX4.69 Billion | ▼ -2693.2 pp |
| 2021 | 7802.2% | GBX489.59 Billion | GBX130.00 Million | GBX489.46 Billion | GBX6.28 Billion | ▲ +3888.7 pp |
| 2020 | 3913.5% | GBX288.74 Billion | GBX119.00 Million | GBX288.62 Billion | GBX7.38 Billion | ▼ -196.8 pp |
| 2019 | 4110.3% | GBX209.58 Billion | GBX109.00 Million | GBX209.47 Billion | GBX5.10 Billion | ▲ +822.4 pp |
| 2018 | 3287.9% | GBX195.60 Billion | GBX48.00 Million | GBX195.55 Billion | GBX5.95 Billion | ▲ +1181.1 pp |
| 2017 | 2106.8% | GBX66.47 Billion | GBX26.00 Million | GBX66.44 Billion | GBX3.15 Billion | ▲ +35.6 pp |
| 2016 | 2071.2% | GBX69.03 Billion | GBX25.00 Million | GBX69.01 Billion | GBX3.33 Billion | ▲ +473.0 pp |
| 2015 | 1598.2% | GBX48.01 Billion | GBX19.00 Million | GBX47.99 Billion | GBX3.00 Billion | ▲ +33.7 pp |
| 2014 | 1564.5% | GBX51.28 Billion | GBX15.00 Million | GBX51.27 Billion | GBX3.28 Billion | ▼ -418.7 pp |
| 2013 | 1983.2% | GBX53.29 Billion | GBX23.00 Million | GBX53.27 Billion | GBX2.69 Billion | ▲ +1982.2 pp |
| 2012 | 1.0% | GBX24.00 Million | GBX24.00 Million | GBX- | GBX2.38 Billion | ▼ -0.2 pp |
| 2011 | 1.2% | GBX28.00 Million | GBX28.00 Million | GBX- | GBX2.37 Billion | ▼ -0.3 pp |
| 2010 | 1.5% | GBX34.00 Million | GBX34.00 Million | GBX- | GBX2.30 Billion | ▼ -0.1 pp |
| 2009 | 1.6% | GBX34.00 Million | GBX34.00 Million | GBX- | GBX2.14 Billion | — |