The Phoenix Holdings Ltd. (PHOE) — Strategic Asset Allocation Index
The Phoenix Holdings Ltd. (PHOE) has a Strategic Asset Allocation Index of 1082.3% as of September 2025. Strategic assets (PP&E of ILA- plus long-term investments of ILA133.76 Billion) total ILA133.76 Billion, measured against net assets of ILA12.36 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See PHOE net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
The Phoenix Holdings Ltd. Strategic Asset Allocation Index (2013–2024)
This chart shows how The Phoenix Holdings Ltd.'s Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2024. As of September 2025, the index stands at 1082.3%, representing strategic assets of ILA133.76 Billion against net assets of ILA12.36 Billion ILA. For live market cap and overall valuation, see market value of The Phoenix Holdings Ltd..
Annual Strategic Asset Allocation Index for The Phoenix Holdings Ltd. (2013–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for The Phoenix Holdings Ltd. from 2013 to 2024, covering 12 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 PHOE net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (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 | — |