Phoenix Group Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of 1BF?
Owner TypeNumber of SharesOwnership Percentage
State or Government204,5000.0205%
Individual Insiders897,6480.0899%
Private Companies3,165,8030.317%
Public Companies3,219,4740.322%
Employee Share Scheme7,962,3760.797%
VC/PE Firms50,051,1925.01%
General Public89,184,0718.93%
Institutions844,069,91184.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 73.97% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
MS&AD Insurance Group Holdings, Inc., Asset Management Arm
144,877,304€1.1b0%14.98%
13.6%
Aberdeen Group Plc
136,231,989€1.0b-0.8%0.69%
7.83%
BlackRock, Inc.
78,229,417€587.3m7.14%0.01%
5.01%
Kingdom Holding Company
50,051,192€375.8m0%8.62%
4.6%
Hargreaves Lansdown Asset Management Ltd.
45,944,120€344.9m-5.03%0.82%
3.65%
The Vanguard Group, Inc.
36,441,633€273.6m0.33%no data
2.56%
UBS Asset Management AG
25,526,548€191.6m20.7%0.02%
2.52%
Janus Henderson Group plc
25,192,254€189.1m20.7%0.08%
1.71%
M&G Investment Management Limited
17,122,449€128.6m-2.71%0.27%
1.63%
BNY Asset Management
16,242,409€121.9m16.2%0.02%
1.58%
Columbia Management Investment Advisers, LLC
15,793,588€118.6m-14.7%0.03%
1.42%
Artemis Investment Management LLP
14,143,232€106.2m-28.1%0.38%
1.36%
HBOS Investment Fund Managers Limited
13,600,962€102.1m-8.33%0.71%
1.33%
Jupiter Fund Management Plc
13,287,826€99.8m0.1%0.29%
1.26%
Invesco Ltd.
12,617,300€94.7m-20.7%0.03%
1.23%
HSBC Global Asset Management (UK) Limited
12,308,781€92.4m36%0.04%
1.14%
Norges Bank Investment Management
11,348,824€85.2m6.27%0.01%
1.07%
J O Hambro Capital Management Limited
10,692,149€80.3m-17.4%0.74%
1%
Legal & General Investment Management Limited
9,987,789€75.0m-15.1%no data
0.92%
Fidelity International Ltd
9,229,306€69.3m-33.9%0.03%
0.85%
State Street Global Advisors, Inc.
8,502,610€63.8m-2.36%no data
0.82%
Charles Stanley & Co. Ltd, Asset Management Arm
8,223,840€61.7m-3.89%0.56%
0.8%
Phoenix Group Holdings Employee Benefit Trust
7,962,376€59.8m-24.5%100.0%
0.78%
Barclays Bank PLC, Wealth and Investment Management Division
7,744,930€58.1m-4.07%0.39%
0.75%
Rathbones Investment Management Limited
7,517,909€56.4m78.2%0.12%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/22 07:43
End of Day Share Price 2025/07/22 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Phoenix Group Holdings plc is covered by 25 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew BroadfieldBarclays
Larissa Van DeventerBarclays
Larissa van DeventerBarclays