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 PHNX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	364,579	0.0365%
Private Companies	582,395	0.0583%
Individual Insiders	781,590	0.0782%
Public Companies	4,479,054	0.448%
Employee Share Scheme	7,579,272	0.759%
VC/PE Firms	50,051,192	5.01%
General Public	162,992,113	16.3%
Institutions	772,147,945	77.3%

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

Top Shareholders

Top 25 shareholders own 67.22% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	MS&AD Insurance Group Holdings, Inc., Asset Management Arm	144,877,304	UK£730.2m	0%	9.44%
10.6%	abrdn plc	106,016,833	UK£534.3m	-0.01%	0.52%
7.24%	BlackRock, Inc.	72,281,538	UK£364.3m	38.1%	0.01%
5.01%	Kingdom Holding Company	50,051,192	UK£252.3m	0%	9.12%
3.61%	The Vanguard Group, Inc.	36,039,419	UK£181.6m	0.81%	no data
2.08%	Artemis Investment Management LLP	20,808,783	UK£104.9m	0.48%	0.52%
2.02%	M&G Investment Management Limited	20,178,757	UK£101.7m	-2.62%	0.26%
1.95%	Columbia Management Investment Advisers, LLC	19,528,373	UK£98.4m	-9.96%	0.03%
1.88%	Janus Henderson Group plc	18,821,095	UK£94.9m	4.88%	0.05%
1.84%	UBS Asset Management AG	18,371,088	UK£92.6m	-18.9%	0.01%
1.44%	Invesco Ltd.	14,347,657	UK£72.3m	-9.47%	0.02%
1.42%	HBOS Investment Fund Managers Limited	14,142,057	UK£71.3m	11.6%	0.67%
1.38%	Fidelity International Ltd	13,743,891	UK£69.3m	-11.3%	0.04%
1.34%	BNY Asset Management	13,401,155	UK£67.5m	246%	0.02%
1.33%	Jupiter Fund Management Plc	13,266,013	UK£66.9m	-4.62%	0.24%
1.24%	Aegon Asset Management UK Plc	12,416,319	UK£62.6m	-5.22%	0.43%
1.18%	Legal & General Investment Management Limited	11,826,739	UK£59.6m	-1.95%	0.01%
1.1%	J O Hambro Capital Management Limited	10,980,920	UK£55.3m	-3.52%	0.6%
1.01%	Norges Bank Investment Management	10,138,519	UK£51.1m	-8.99%	0.01%
0.93%	State Street Global Advisors, Inc.	9,244,078	UK£46.6m	-0.22%	no data
0.88%	HSBC Global Asset Management (UK) Limited	8,797,403	UK£44.3m	-19.1%	0.02%
0.86%	Charles Stanley & Co. Ltd, Asset Management Arm	8,627,809	UK£43.5m	-5.93%	0.46%
0.82%	Friends Life Group Limited, Asset Management Arm	8,225,252	UK£41.5m	0.02%	29.74%
0.78%	Barclays Bank PLC, Wealth and Investment Management Division	7,781,497	UK£39.2m	14%	0.47%
0.76%	Phoenix Group Holdings Employee Benefit Trust	7,579,272	UK£38.2m	14.1%	100.0%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 18:47
End of Day Share Price	2024/12/18 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

Phoenix Group Holdings plc is covered by 27 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Andrew Broadfield	Barclays
Larissa van Deventer	Barclays
Trevor Moss	Berenberg