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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 2022-06-14 Interim / Quarterly Rep…
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
2022 Q1 financial report - translated version
Interim / Quarterly Report Classification · 100% confidence The document is titled 'The Phoenix Holdings Ltd. Consolidated Interim Financial Statements as of March 31, 2022'. It contains a detailed Board of Directors' report, financial statements, and management discussion regarding the company's performance for the first quarter of 2022. It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). Q1 2022
2022-06-14 English
2022 Q1 financial report - translated version
Report Publication Announcement Classification · 98% confidence The document explicitly states it is an 'English language report to Israeli corporate' and that it 'Attached hereto is a report on *The Phoenix Holdings Ltd. 2022 Q1 financial report - translated version*'. It also mentions the original Hebrew report was published on May 31, 2022, and this document was reported via MAGNA on 14/06/2022. Since the document itself is a cover/announcement stating that the Q1 financial report is attached (or referenced), and given its short length (3378 chars), it fits the definition of a Report Publication Announcement (RPA) rather than the comprehensive Interim/Quarterly Report (IR) itself. The content is focused on the publication details and legal disclaimers for the translation.
2022-06-14 English
Establishment of a New Underwriting Company
Regulatory Filings Classification · 95% confidence The document is an official announcement filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE), dated 12/06/2022, regarding a specific corporate action: entering into an agreement for the establishment of a new Underwriting Company. This is not a periodic financial report (like 10-K or IR), nor is it a standard earnings release (ER) or a proxy statement. It details a significant business transaction/partnership, which falls under general corporate updates. Since it is an immediate report concerning a material event that doesn't fit the specific categories like M&A (TAR) or Capital Change (CAP), and it is a formal regulatory filing, the most appropriate general category is Regulatory Filings (RNS), which serves as the fallback for miscellaneous, immediate regulatory disclosures from Israeli companies. It is not an RPA because it contains the full substance of the announcement, not just a notice that a report is attached. It is an immediate report detailing a transaction.
2022-06-12 English
A Claim accompanied by a motion to certify the Claim as a class action against The Phoenix Insurance Company Ltd.
Legal Proceedings Report Classification · 99% confidence The document reports on a legal matter: 'A Claim accompanied by a motion to certify the Claim as a class action against The Phoenix Insurance Company Ltd.' filed in the Haifa Regional Labor Court. This is an update on a significant lawsuit/regulatory action. The document is filed with the Israel Securities Authority and the Tel Aviv Stock Exchange, indicated by the reference to MAGNA and the format of an 'English language report to Israeli corporate'. Since the content is specifically about legal proceedings and litigation, the most appropriate category is Legal Proceedings Report (LTR). It is not a general Regulatory Filing (RNS) because LTR is more specific. It is not an Earnings Release (ER) or Interim Report (IR) as it contains no financial performance data, nor is it a proxy statement or management discussion.
2022-06-07 English
Solvency Report of The Phoenix Insurance Company Ltd. (Subsidiary) as of December 31, 2021
Regulatory Filings Classification · 99% confidence The document is explicitly titled "Economic Solvency Ratio Report of The Phoenix Insurance Company Ltd. As of December 31, 2021". It contains a Special Auditor's Report, a detailed Table of Contents covering SCR, MCR, Economic Balance Sheet, and Recognized Own Funds, and extensive discussion referencing regulatory directives (like Circular 2020-1-15) related to solvency requirements for insurance companies. This structure strongly indicates a comprehensive, periodic report detailing financial health and regulatory compliance for an insurance entity, which aligns best with the definition of an Audit Report / Information (AR), as it is a specific regulatory/audit-related report that is not the full Annual Report (10-K) or a simple Earnings Release (ER). It is a detailed report on solvency metrics.
2022-06-06 English
Solvency Report of The Phoenix Insurance Company Ltd. (Subsidiary) as of December 31, 2021
Audit Report / Information Classification · 95% 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 December 31, 2021*" and references a PDF attachment. This structure—an announcement referencing an attached, specific financial report (a Solvency Report, which relates to financial health/audit principles)—suggests it is not the full Annual Report (10-K) or a standard Earnings Release (ER). Given the content is a specific, non-standard financial/regulatory report (Solvency Report) being formally submitted, and it is not a general earnings call transcript (CT) or a management discussion (MDA), it fits best under the category for standalone audit/regulatory reports or general regulatory filings. Since 'Audit Report / Information (AR)' covers standalone audit reports and applied accounting principles, and a Solvency Report falls into this domain more specifically than the general 'RNS' fallback, AR is the most appropriate classification. The document length is short (3172 chars), indicating it is an announcement of the report, but the definition for AR is broad enough to cover the submission of such a specific regulatory report, unlike ER or 10-K which are comprehensive results. However, considering the strict definitions, a Solvency Report is a specialized regulatory disclosure. If it were a standard external audit opinion, AR would be perfect. Since it is a specific regulatory filing announcing the availability of a specialized report, and it doesn't fit the 'Report Publication Announcement (RPA)' criteria (which usually announces the *timing* of a standard report like 10-K/IR), classifying it as 'AR' (Audit Report / Information) due to the nature of the attached 'Solvency Report' is the strongest fit among the specific financial categories. If AR is too narrow, RNS would be the fallback, but AR seems more precise here. FY 2021
2022-06-06 English

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