Company Phoenix Group Holdings plc

Equities

PHNX

GB00BGXQNP29

Life & Health Insurance

Market Closed - London S.E. 11:35:22 2024-04-19 am EDT 5-day change 1st Jan Change
481.2 GBX +0.38% Intraday chart for Phoenix Group Holdings plc -4.43% -10.09%

Business Summary

Phoenix Group Holdings plc is a United Kingdom-based long-term savings and retirement businesses company. The Company offers a range of savings and retirement income products to support people across all stages of the savings life cycle. Its segments include Retirement Solutions, Pensions & Savings, With-Profits, and Europe & Other. The Retirement Solutions segment includes new, and in-force individual annuity and bulk purchase annuity contracts. The Retirement Solutions segment also includes United Kingdom individual annuity business. The Pensions & Savings segment includes new and in-force life insurance and investment unit-linked policies. The With-Profits segment includes all policies written by the Company’s with-profit funds, with the exception of Standard Life Heritage With-Profit Fund contracts. The Europe & Other segment includes business written in Ireland and Germany. It also includes protection products and products sold under the SunLife brand.

Number of employees: 7,757

Sales per Business

GBP in Million2022Weight2023Weight Delta
Retirement Solutions
64.4 %
- - 3,751 64.4 % -
Pensions and Savings
18.9 %
- - 1,100 18.9 % -
Europe and Other
11.3 %
- - 658 11.3 % -
With-Profits
5.5 %
- - 319 5.5 % -

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
95.8 %
5,417 85.7 % 5,583 95.8 % +3.06%
Rest of the World
4.2 %
-- 245 4.2 % -

Managers

Managers TitleAgeSince
Chief Executive Officer 58 20-03-09
Director of Finance/CFO 49 13-12-31
Chief Investment Officer 48 -
Chief Operating Officer - 22-08-31
Investor Relations Contact - 99-12-31
Corporate Officer/Principal - 21-06-07
Corporate Officer/Principal - 21-03-31
Corporate Officer/Principal 56 -
Human Resources Officer 59 -
General Counsel 58 10-07-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member - 16-08-31
Director/Board Member - 16-08-31
Director/Board Member 66 17-09-30
Chief Executive Officer 58 20-03-09
Director/Board Member 55 22-03-31
Chairman 65 18-10-30
Director/Board Member - 22-05-31
Director of Finance/CFO 49 13-12-31
Director/Board Member - 20-07-22
Director/Board Member - Nov. 30

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 1,001,555,526 851,952,408 ( 85.06 %) 0 85.06 %

Shareholders

NameEquities%Valuation
144,877,304 14.47 % 1 011 M p
Abrdn Investment Management Ltd.
10.69 %
107,025,201 10.69 % 747 M p
Kingdom Holding Co. (Investment Management)
4.997 %
50,051,192 4.997 % 349 M p
Hargreaves Lansdown Fund Managers Ltd.
0.5639 %
5,647,734 0.5639 % 39 M p
Franklin Templeton Fund Management Ltd.
0.5414 %
5,422,653 0.5414 % 38 M p
Link Fund Solutions Ltd.
0.3264 %
3,269,166 0.3264 % 23 M p
abrdn Alternative Investments Ltd.
0.3053 %
3,057,986 0.3053 % 21 M p
Columbia Threadneedle Asset Managers Ltd.
0.2790 %
2,794,743 0.2790 % 20 M p
Unicorn Asset Management Ltd.
0.2227 %
2,230,000 0.2227 % 16 M p
State Street Global Advisors Ltd.
0.2155 %
2,158,142 0.2155 % 15 M p

Holdings

NameEquities%Valuation
6,882,671 2.76% 38,342,878 $
4,510,043 3.00% 23,826,151 $
7,214,793 2.81% 17,608,424 $
149,918 0.08% 2,069,966 $
1 0.00% 0 $

Company contact information

Phoenix Group Holdings Plc

20 Old Bailey

EC4M 7AN, London

+

http://www.thephoenixgroup.com
address Phoenix Group Holdings plc(PHNX)

Group companies

NameCategory and Sector
Janus Henderson Strategic Invt. Fds.-Inst. North Am. In. Opp.
Investment Trusts/Mutual Funds
Janus Henderson Stra. Invt. Fds. - Asia Pac. (ex-Jap) In. Opp.
Investment Trusts/Mutual Funds
Janus Henderson Strategic Invt. Fds. - Inst. Japan Index Opp.
Investment Trusts/Mutual Funds
Janus Henderson Strategic Invt. Fds. - Inst. European In. Opp.
Investment Trusts/Mutual Funds
Janus Henderson UK Equity Tracker Trust
Investment Trusts/Mutual Funds
Janus Henderson Institutional Mainstream UK Equity Trust
Investment Trusts/Mutual Funds
Janus Henderson Gbl. Fds. - Instl. Overseas Bond Fund
Investment Trusts/Mutual Funds
Janus Henderson Multi-Manager Invt. OEIC - Diversified Growth
Investment Trusts/Mutual Funds
Janus Henderson UK & EU Fds. - Instl. Short Duration Bd.
Investment Trusts/Mutual Funds

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
A-
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
4.812 GBP
Average target price
6.081 GBP
Spread / Average Target
+26.37%
Consensus
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