The Phoenix Holdings Ltd. Strategic Asset Allocation Index
The Phoenix Holdings Ltd. strategic asset allocation index. The Phoenix Holdings Ltd. (PHOE) has a Strategic Asset Allocation Index of 1070.1% as of June 2026. Strategic assets (PP&E of ILA- plus long-term investments of ILA145.67 Billion) total ILA145.67 Billion, measured against net assets of ILA13.61 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check PHOE goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Phoenix Holdings Ltd. (2013–2025)
Strategic asset allocation index of The Phoenix Holdings Ltd. from 2013 to 2025. This chart shows how The Phoenix Holdings Ltd.'s Strategic Asset Allocation Index has evolved across 13 annual periods from 2013 to 2025. As of June 2026, the index stands at 1070.1%, representing strategic assets of ILA145.67 Billion against net assets of ILA13.61 Billion ILA.
The Phoenix Holdings Ltd. Strategic Asset Allocation Index by Year (2013–2025)
The Phoenix Holdings Ltd. strategic asset allocation index by year from 2013 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for The Phoenix Holdings Ltd. from 2013 to 2025, covering 13 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 The Phoenix Holdings Ltd. (PHOE) total market value.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 1080.2% | ILA139.16 Billion | ILA- | ILA139.16 Billion | ILA12.88 Billion | ▲ +45.9 pp |
| 2024 | 1034.4% | ILA126.74 Billion | ILA- | ILA126.74 Billion | ILA12.25 Billion | ▼ -17.6 pp |
| 2023 | 1051.9% | ILA114.61 Billion | ILA- | ILA114.61 Billion | ILA10.90 Billion | ▲ +19.7 pp |
| 2022 | 1032.2% | ILA108.73 Billion | ILA1.15 Billion | ILA107.58 Billion | ILA10.53 Billion | ▼ -88.8 pp |
| 2021 | 1121.0% | ILA111.24 Billion | ILA902.24 Million | ILA110.34 Billion | ILA9.92 Billion | ▼ -36.5 pp |
| 2020 | 1157.5% | ILA93.55 Billion | ILA861.87 Million | ILA92.68 Billion | ILA8.08 Billion | ▼ -242.2 pp |
| 2019 | 1399.7% | ILA90.86 Billion | ILA769.66 Million | ILA90.09 Billion | ILA6.49 Billion | ▲ +259.9 pp |
| 2018 | 1139.8% | ILA73.25 Billion | ILA579.27 Million | ILA72.67 Billion | ILA6.43 Billion | ▼ -272.3 pp |
| 2017 | 1412.2% | ILA81.13 Billion | ILA577.34 Million | ILA80.55 Billion | ILA5.74 Billion | ▼ -99.3 pp |
| 2016 | 1511.5% | ILA73.14 Billion | ILA547.77 Million | ILA72.59 Billion | ILA4.84 Billion | ▲ +502.5 pp |
| 2015 | 1009.0% | ILA43.12 Billion | ILA536.65 Million | ILA42.58 Billion | ILA4.27 Billion | ▼ -286.1 pp |
| 2014 | 1295.0% | ILA50.88 Billion | ILA370.60 Million | ILA50.51 Billion | ILA3.93 Billion | ▲ +808.7 pp |
| 2013 | 486.3% | ILA17.77 Billion | ILA376.95 Million | ILA17.40 Billion | ILA3.65 Billion | — |