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About the company
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.
- Revenue in GBP (TTM)17.13bn
- Net income in GBP-634.00m
- Incorporated2018
- Employees6.98k
- LocationPhoenix Group Holdings PLC20 Old BaileyLONDON EC4M 7ANUnited KingdomGBR
- Websitehttps://www.thephoenixgroup.com/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Just Group PLC | 2.26bn | 77.00m | 2.25bn | 1.12k | 29.61 | 1.78 | 28.11 | 0.995 | 0.0731 | 0.0731 | 2.14 | 1.22 | 0.0627 | -- | -- | -- | 0.2137 | 0.0164 | -- | -- | -- | -- | 3.41 | 0.2224 | -- | 1.35 | 0.3521 | -- | 15.60 | -11.33 | -37.98 | -22.48 | -3.17 | -- |
| Mandatum Oyj | 382.50m | 135.64m | 3.15bn | 632.00 | 23.23 | 2.54 | 22.56 | 8.24 | 0.3103 | 0.3103 | 0.8751 | 2.84 | 0.0239 | -- | -- | 696,044.30 | 0.8458 | 1.48 | -- | -- | -- | -- | 35.44 | 28.87 | -- | 7.85 | 0.2955 | -- | -9.60 | -19.12 | -5.40 | 5.92 | 17.23 | -- |
| Phoenix Group Holdings PLC | 17.13bn | -634.00m | 7.43bn | 6.98k | -- | 5.87 | -- | 0.4339 | -0.6332 | -0.6332 | 17.10 | 1.26 | 0.0558 | -- | -- | 2,453,868.00 | -0.1914 | -0.2323 | -- | -- | -- | -- | -3.43 | -4.70 | -- | -0.5412 | 0.6592 | -- | 7.22 | -6.37 | -3,391.18 | -- | -- | 2.90 |
| M&G PLC | 6.84bn | -55.00m | 7.49bn | 6.00k | -- | 2.32 | 55.08 | 1.10 | -0.0248 | -0.0248 | 2.83 | 1.34 | 0.0367 | -- | -- | 1,139,167.00 | -0.0231 | -0.0831 | -- | -- | -- | -- | -0.6291 | -2.20 | -- | 3.71 | 0.6739 | -- | -8.60 | -29.58 | -221.21 | -- | -5.96 | 11.02 |
| Aegon Ltd | 11.88bn | 1.10bn | 8.81bn | 15.50k | 8.11 | 1.09 | 16.49 | 0.741 | 0.7942 | 0.7942 | 8.57 | 5.88 | 0.0436 | -- | -- | 877,165.90 | 0.43 | 0.1199 | -- | -- | -- | -- | 9.86 | 1.67 | -- | -- | 0.3125 | 86.63 | 1.64 | -27.69 | 390.95 | -15.76 | -12.94 | 18.47 |
| Legal & General Group Plc | 27.90bn | 215.00m | 15.30bn | 11.88k | 77.70 | 6.42 | -- | 0.5485 | 0.0346 | 0.046 | 4.65 | 0.4182 | 0.0515 | -- | -- | 2,349,613.00 | 0.0436 | 0.1708 | -- | -- | -- | -- | 0.8458 | 3.86 | -- | 3.49 | 0.6588 | 118.93 | 77.51 | 9.82 | -72.43 | -41.32 | 1.31 | 3.98 |
| NN Group NV | -86.95bn | -86.95bn | 15.55bn | 15.31k | -- | 0.8456 | -- | -- | -- | -- | -- | 80.39 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.3881 | -- | -- | -- | -- | -- | -- | -- |
| Aviva plc | 23.48bn | 594.00m | 19.14bn | 29.09k | 28.08 | 1.98 | -- | 0.815 | 0.2229 | 0.2229 | 8.76 | 3.16 | 0.0661 | -- | -- | 807,122.50 | 0.2449 | 0.1376 | -- | -- | -- | -- | 3.71 | 2.16 | -- | 4.42 | 0.4635 | 204.25 | 8.95 | -19.93 | -38.78 | -23.74 | 7.59 | 11.85 |
| Swiss Life Holding AG | 13.32bn | 1.13bn | 23.33bn | 10.85k | 20.66 | 3.56 | 18.54 | 1.75 | 41.46 | 41.46 | 486.55 | 240.35 | 0.0645 | -- | -- | 1,285,899.00 | 0.5692 | 0.5202 | -- | -- | -- | -- | 8.82 | 7.30 | -- | 1.70 | 0.5942 | 75.43 | -16.63 | -14.83 | 12.10 | 0.249 | 20.58 | 18.47 |
| Prudential plc | 9.55bn | 2.53bn | 27.09bn | 15.00k | 11.26 | 2.08 | -- | 2.84 | 0.9477 | 0.9477 | 3.60 | 5.14 | 0.0698 | -- | -- | 636,871.60 | 1.92 | 0.5712 | -- | -- | -- | -- | 27.55 | 8.47 | -- | -- | 0.215 | 38.94 | 11.05 | -33.86 | 34.33 | 3.29 | 9.55 | -14.10 |
| Holder | Shares | % Held |
|---|---|---|
| abrdn Investment Management Ltd.as of 31 Dec 2024 | 107.03m | 10.64% |
| Kingdom Holding Co. (Investment Management)as of 31 Dec 2024 | 50.05m | 4.97% |
| The Vanguard Group, Inc.as of 04 Feb 2026 | 28.76m | 2.86% |
| Janus Henderson Investors UK Ltd.as of 31 Dec 2025 | 25.63m | 2.55% |
| BlackRock Investment Management (UK) Ltd.as of 13 Feb 2026 | 23.58m | 2.34% |
| BlackRock Fund Advisorsas of 06 Feb 2026 | 22.33m | 2.22% |
| BlackRock Advisors (UK) Ltd.as of 06 Feb 2026 | 17.25m | 1.71% |
| Artemis Investment Management LLPas of 31 Dec 2025 | 16.37m | 1.63% |
| Newton Investment Management Ltd.as of 31 Dec 2025 | 15.13m | 1.50% |
| Jupiter Asset Management Ltd.as of 31 Oct 2025 | 14.09m | 1.40% |
