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The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
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Filings indexed 1,046 across all filing types
Latest filing 2022-11-30 Report Publication Anno…
Country IL Israel
Listing TA PHOE

About The Phoenix Holdings Ltd.

https://www.fnx.co.il

Phoenix Financial Ltd., formerly The Phoenix Holdings Ltd., is a diversified financial services group with major operations in insurance, asset management, and credit. The company provides a comprehensive range of multi-line insurance products, including life and savings, pensions, health, and property and casualty coverage such as automotive and travel insurance. In the investment sector, the group offers asset management services and various investment solutions, including passive investment tracks. Additionally, Phoenix Financial provides consumer credit and financing services, supported by a significant distribution network and digital platforms for client management.

Recent filings

Filing Released Lang Actions
Solvency Report of The Phoenix Insurance Company Ltd. (Subsidiary) as of June 30, 2022
Report Publication Announcement Classification · 98% confidence The document is a filing submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The text explicitly states, "Attached hereto is a report on *Solvency Report of The Phoenix Insurance Company Ltd. (Subsidiary) as of June 30, 2022*" and references an attached PDF file. Since the document itself is very short (2998 characters) and its primary function is to announce the publication of an attached, specific report (a Solvency Report), it fits the definition of a Report Publication Announcement (RPA) according to the 'MENU VS MEAL' rule. It is not the full Solvency Report itself, but the announcement of it.
2022-11-30 English
Financial Statements Q3.2022 Investor Presentation
Investor Presentation Classification · 100% confidence The document is a presentation titled 'Q3 2022 Phoenix Holdings Financial Review'. It contains financial highlights, segment breakdowns, strategic plans, and capital management information for the 9M 2022 period. It is clearly designed for investors to explain the company's financial performance and strategy, fitting the definition of an Investor Presentation. Q3 2022
2022-11-30 English
Financial Statements Q3.2022 Investor Presentation
Investor Presentation Classification · 95% confidence The document text explicitly states its content: "Financial Statements Q3.2022 Investor Presentation". It is a presentation intended for investors, which aligns with the definition of an Investor Presentation (IP). Furthermore, the document is short (2882 chars) and states "Attached hereto is a report on *Financial Statements Q3.2022 Investor Presentation*", indicating it is an announcement or cover page for the presentation itself, rather than the full, detailed presentation document. However, given the title clearly names the content as an 'Investor Presentation', IP is the most specific fit over a general RPA or RNS, as the core subject matter is the presentation. Comparing IP vs RPA: Since the document *is* the cover/metadata for the presentation file (Phoenix_Holdings_-_Presentation_2022Q3_isa.pdf), and the primary subject is the presentation content, IP is chosen over RPA (Report Publication Announcement), which is usually for generic reports or when the document is just a brief notice that *any* report is attached.
2022-11-30 English
A judgment rendered by the Tel Aviv District Court rejecting a motion for approval of a claim as a class action against The Phoenix Pension and Provident Ltd.
Legal Proceedings Report Classification · 99% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It announces the judgment of a court case concerning a subsidiary, The Phoenix Pension and Provident Ltd. The text explicitly states, 'This form is for reports that has been translated to English (convenience translation) and should be published alongside with the report in Hebrew in accordance with the Securities Regulations (Periodic and Immediate Reports), 5730 - 1970.' This structure—a brief announcement regarding a specific event (a court ruling) filed immediately, often translated for convenience—is characteristic of general regulatory disclosures in the Israeli market that do not fit the specific categories like 10-K, ER, or IR. Since it is a specific, non-periodic, material event disclosure that doesn't match any other specific code (like DIRS, DIV, CAP, etc.), the most appropriate fallback category for general regulatory announcements not covered elsewhere is 'Regulatory Filings' (RNS). The document length (5307 chars) is substantial enough that it is the report itself, not just an announcement of a report (RPA).
2022-11-23 English
the Supreme Court rendered its decision according to which the motion to appeal the Partial Judgment was rejected, the partially approved class action will continue to be conducted in the District Cou
Legal Proceedings Report Classification · 98% confidence The document explicitly states it is an 'English language report to Israeli corporate' and references previous 'Immediate Report[s]' regarding a legal proceeding update (a Supreme Court decision on an appeal concerning a class action lawsuit). It is a formal disclosure of a significant legal event. The structure, including references to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE), indicates a regulatory filing. Since the content is a detailed update on a legal matter ('Legal Proceedings Report' - LTR) rather than a general announcement (RNS) or a report about a financial result (ER/IR), LTR is the most specific fit. It is not a short announcement pointing to an attached report, as the core content detailing the court decision is present, making it an actual disclosure of the event, not just a publication announcement (RPA).
2022-11-15 English
Rating Report - The Phoenix Holdings Ltd. The Phoenix Insurance Company Ltd. – The Phoenix Capital Raising (2009) Ltd.
Capital/Financing Update Classification · 99% confidence The document is a formal report issued by S&P Global Ratings Maalot on November 2, 2022, concerning the rating affirmation for Phoenix Insurance Ltd. and The Phoenix Holdings Ltd. It analyzes key analytical factors, outlooks, and ESG indicators related to the company's financial health and solvency. This type of document, which provides a detailed assessment of a company's creditworthiness and financial standing, is best classified as an Audit Report / Information (AR) or potentially an Investor Presentation (IP) if it were a company-issued deck. However, since it is a rating agency report detailing financial analysis, solvency ratios, and outlooks, it aligns most closely with the 'Audit Report / Information' category, which covers standalone audit reports and applied accounting principles/results, often encompassing credit rating reports that scrutinize financial performance and risk. It is not an Annual Report (10-K), Earnings Release (ER), or a simple announcement (RPA/RNS). Given the depth of financial analysis and the focus on solvency and capital adequacy, AR is the most appropriate fit among the provided options for a detailed third-party financial assessment.
2022-11-10 English

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