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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 2015-04-24 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
Interim / Quarterly Report 2015
Interim / Quarterly Report Classification · 95% confidence The document is an interim management statement (IMS) providing a financial update for the three months ending 31 March 2015. It includes specific financial data, cash generation figures, capital position updates, and management commentary. While it is an update, it contains substantive financial data and analysis for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). It is not merely an announcement of a report (RPA) as it contains the actual financial tables and performance metrics. Q1 2015
2015-04-24 English
Earnings Release 2014
Earnings Release Classification · 95% confidence The document is an initial announcement of annual financial results for the year ended 31 December 2014. It contains key financial highlights, operational performance, and management commentary. While it references the full 'Annual Report and Accounts' at the end, the document itself serves as the primary release of the financial results to the market, which fits the definition of an Earnings Release (ER). FY 2014
2015-03-18 English
Interim / Quarterly Report 2014
Interim / Quarterly Report Classification · 95% confidence The document is a quarterly financial update from Phoenix Group Holdings for the period ending 30 September 2014. It contains substantive financial data, including cash generation figures, capital position (IGD, PLHL ICA), and detailed cash flow tables. It is not a mere announcement of a report (RPA) as it provides the actual financial results and analysis. It fits the definition of an Interim/Quarterly Report (IR) as it covers a period shorter than a full fiscal year and provides comprehensive financial data. 9M 2014
2014-10-23 English
Interim / Quarterly Report 2014
Interim / Quarterly Report Classification · 100% confidence The document is titled 'INTERIM RESULTS FOR THE HALF YEAR ENDED 30 JUNE 2014' and contains comprehensive financial data, including financial highlights, operational highlights, a Group Chief Executive's report, and a table of contents referencing 'IFRS CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS'. It is a full interim report rather than just an announcement or a short release, as it includes detailed financial statements and notes. H1 2014
2014-08-21 English
Interim / Quarterly Report 2014
Interim / Quarterly Report Classification · 100% confidence The document is a quarterly financial update from Phoenix Group Holdings for the period ending 31 March 2014. It contains substantive financial data, including cash generation figures, capital surplus estimates, and assets under management, as well as management commentary on financial targets and regulatory updates. It is not a full annual report (10-K) nor a mere announcement of a report (RPA), but rather a comprehensive interim financial update, which fits the definition of an Interim/Quarterly Report (IR). Q1 2014
2014-05-01 English
Earnings Release 2013
Earnings Release Classification · 95% confidence The document is dated March 26, 2014, and presents 'a very strong set of full year results' for the year ended December 31, 2013. It details financial highlights, capital structure changes, operational achievements, and sets new financial targets. Crucially, the document explicitly states at the end: "Financial information set out in this announcement has been extracted without material adjustment from the Annual Report and Accounts of Phoenix Group Holdings for the year ended 31 December 2013." Furthermore, the document is titled "PHOENIX GROUP HOLDINGS ANNUAL REPORT AND ACCOUNTS 2013" near the end. Although it functions as an Earnings Release (ER) by announcing results, its comprehensive nature, reference to the full 'Annual Report and Accounts', and the explicit mention of the full report structure strongly suggest this is the primary document containing the full annual performance review, which aligns best with the 10-K definition (Official yearly report covering company activity and full financial performance), even if it is presented as a press release summary. However, given the structure (announcement format with CEO comments, presentation details, and dividend notice) and the explicit mention that the data is *extracted* from the Annual Report, this document is most likely the official press release accompanying the filing of the full Annual Report. This type of document, which summarizes the full year's performance and often precedes or accompanies the 10-K filing, is typically classified as an Earnings Release (ER) if it focuses on results, or sometimes an RPA if it's just announcing the availability of the full report. Since this document contains substantial financial details and commentary on the full year's performance, ER is a strong candidate. Revisiting the definitions: 10-K is the official yearly report. ER is the *initial announcement* of periodical financial results (key highlights only). This document is very long (over 1 million characters) and contains detailed financial tables and strategic updates (like the Ignis divestment), making it more comprehensive than a typical brief ER. The explicit reference to the 'Annual Report and Accounts 2013' at the end, combined with the detailed financial review for the full year, points towards the comprehensive annual filing itself or a document directly serving as the primary release of that annual information. Given the length and detail, and the explicit mention of the 'Annual Report and Accounts 2013' section, I will classify it as the comprehensive Annual Report (10-K), as it contains the core content of that report, even if formatted as a release. *Self-Correction based on common filing practices:* While it contains the content of the Annual Report, the format (press release style with CEO quotes, presentation details, and dividend notice) strongly suggests it is the *Earnings Release* (ER) that summarizes the full year's results, which is often filed alongside or immediately before the 10-K. Since it is announcing the results for the year ended Dec 31, 2013, and includes forward-looking statements and dividend details typical of an ER, ER is the most appropriate classification for this announcement format, even though it references the full 10-K content. FY 2013
2014-03-26 English

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