Phoenix Financial Ltd. (PHOE)
PHOE · Financials · 
Israel
Phoenix Financial Ltd. (PHOE) is an Israeli company in the Financials sector. The stock has its largest weight in WFIN (MSCI World Financials), at 0.09%. Anyone who holds an ETF containing Phoenix Financial also has an indirect stake in the company.
Data and Charts: Phoenix Financial
Key Data for Phoenix Financial
Alysly Data Analysis: Phoenix Financial
What ETF Is Phoenix Financial In?
Phoenix Financial has above-average ETF coverage and is held by 16 of the 104 ETFs we track, which together follow 8 indices. That puts the stock in more ETFs than 75.8% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| WFIN | MSCI World Financials | 0.09% | €0.88 |
| XDWF | MSCI World Financials | 0.09% | €0.86 |
| XDEM | MSCI World Momentum | 0.05% | €0.53 |
| EXUS / EXU1 | MSCI World ex USA | 0.05% | €0.52 |
| XDEQ | MSCI World Quality | 0.05% | €0.47 |
| WIMI | MSCI World IMI | 0.02% | €0.16 |
| XDWD / XDWL | MSCI World | 0.01% | €0.14 |
| SPYY | MSCI ACWI | 0.01% | €0.14 |
| SWWD | MSCI World | 0.01% | €0.12 |
| SPPW | MSCI World | 0.01% | €0.12 |
| EUNL | MSCI World | 0.01% | €0.10 |
| IUSQ | MSCI ACWI | 0.01% | €0.10 |
| SPYI / SPSA | MSCI ACWI IMI | 0.01% | €0.06 |
The last column shows how much of €1,000 in one of these funds goes to Phoenix Financial, based on each fund's latest holdings list.
US-listed ETFs holding Phoenix Financial (weight per latest SEC filing): VXUS 0.03%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Phoenix Financial overlaps with the rest of a portfolio.
Stocks With ETF Exposure Similar to Phoenix Financial
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Phoenix Financial | – | – | – | – | – | – |
 Great-West Lifeco | 16 | – | – | – | – | – |
| Singapore Exchange | 16 | – | – | – | – | – |
| Harel Insurance Investments & Financial Services | 15 | – | – | – | – | – |
 Bank of Montreal | 15 | – | +38.4% | 19.4% | – | – |
| Hong Kong Exchanges & Clearing | 15 | – | – | – | – | – |
 Futu Holdings Ltd. Sponsored | 15 | – | -48.1% | 66.3% | 49.6% | +67.8% |
 Manulife Financial Corporation | 16 | – | +38.8% | 23.6% | – | – |
 National Bank of Canada | 15 | – | – | – | – | – |
These stocks reach a portfolio through largely the same funds as Phoenix Financial. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
