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. See Phoenix Group Holdings PLC net asset quality index to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see market cap of Phoenix Group Holdings PLC.
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. See net assets of Phoenix Group Holdings PLC for net asset value and shareholders' equity analysis.
| 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 | — |