Phoenix Group Holdings PLC Strategic Asset Allocation Index
Phoenix Group Holdings PLC 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 tangible net worth ratio of Phoenix Group Holdings PLC to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Phoenix Group Holdings PLC (2009–2025)
Strategic asset allocation index of Phoenix Group Holdings PLC from 2009 to 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.
Phoenix Group Holdings PLC Strategic Asset Allocation Index by Year (2009–2025)
Phoenix Group Holdings PLC strategic asset allocation index by year from 2009 to 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 live market cap and overall valuation, see Phoenix Group Holdings PLC (PHNX) total market value.
| 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 | — |