Phoenix Group Holdings PLC
LSE:PHNX
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Phoenix Group Holdings PLC
Balance Sheet
Balance Sheet Decomposition
Phoenix Group Holdings PLC
| Cash & Short-Term Investments | 9.7B |
| PP&E | 98m |
| Long-Term Investments | 268.4B |
| Other Assets | 26.4B |
| Insurance Policy Liabilities | 119B |
| Long Term Debt | 3.8B |
| Other Liabilities | 179.5B |
Balance Sheet
Phoenix Group Holdings PLC
| Dec-2014 | Dec-2015 | Dec-2016 | Dec-2017 | Dec-2018 | Dec-2019 | Dec-2020 | Dec-2021 | Dec-2022 | Dec-2023 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||
| Cash & Cash Equivalents |
5 067
|
3 940
|
1 666
|
2 245
|
4 926
|
4 466
|
10 998
|
9 112
|
8 839
|
7 168
|
|
| Cash |
1 007
|
773
|
1 073
|
1 181
|
2 124
|
2 706
|
6 355
|
5 246
|
2 716
|
2 751
|
|
| Cash Equivalents |
4 060
|
3 167
|
593
|
1 064
|
2 802
|
1 760
|
4 643
|
3 866
|
6 123
|
4 417
|
|
| Total Receivables |
750
|
474
|
513
|
580
|
687
|
819
|
1 109
|
1 384
|
4 155
|
2 405
|
|
| Insurance Receivable |
75
|
38
|
48
|
39
|
109
|
104
|
235
|
139
|
155
|
0
|
|
| Deferred Policy Acquisition Cost |
0
|
0
|
0
|
0
|
21
|
34
|
81
|
108
|
7
|
8
|
|
| Total Current Assets |
750
|
474
|
513
|
580
|
687
|
819
|
1 109
|
1 384
|
4 155
|
2 405
|
|
| PP&E Net |
15
|
19
|
25
|
26
|
48
|
109
|
119
|
130
|
125
|
106
|
|
| PP&E Gross |
15
|
19
|
0
|
0
|
48
|
109
|
119
|
130
|
125
|
106
|
|
| Accumulated Depreciation |
0
|
19
|
0
|
0
|
2
|
20
|
48
|
54
|
70
|
93
|
|
| Intangible Assets |
1 653
|
1 484
|
1 621
|
1 500
|
4 254
|
3 922
|
5 184
|
4 555
|
2 289
|
2 018
|
|
| Goodwill |
39
|
39
|
57
|
57
|
57
|
57
|
57
|
10
|
10
|
10
|
|
| Note Receivable |
196
|
0
|
44
|
47
|
145
|
75
|
263
|
419
|
519
|
502
|
|
| Long-Term Investments |
53 126
|
50 510
|
67 884
|
66 107
|
202 221
|
211 859
|
289 944
|
284 239
|
239 907
|
264 371
|
|
| Other Long-Term Assets |
2 139
|
2 176
|
7 033
|
6 407
|
5 672
|
9 195
|
9 570
|
19 964
|
16 442
|
14 435
|
|
| Other Assets |
5 782
|
5 873
|
7 165
|
6 492
|
11 897
|
12 094
|
16 822
|
13 749
|
8 757
|
8 295
|
|
| Total Assets |
68 803
N/A
|
64 514
-6%
|
85 999
+33%
|
83 443
-3%
|
229 980
+176%
|
242 677
+6%
|
334 325
+38%
|
333 799
0%
|
281 040
-16%
|
299 308
+7%
|
|
| Liabilities | |||||||||||
| Insurance Policy Liabilities |
50 299
|
47 466
|
50 246
|
49 074
|
103 243
|
109 034
|
150 554
|
143 251
|
112 363
|
119 814
|
|
| Accrued Liabilities |
156
|
128
|
204
|
179
|
337
|
384
|
521
|
567
|
544
|
579
|
|
| Short-Term Debt |
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
|
| Current Portion of Long-Term Debt |
0
|
0
|
0
|
0
|
0
|
11
|
11
|
10
|
73
|
99
|
|
| Other Current Liabilities |
525
|
684
|
114
|
149
|
893
|
1 043
|
1 266
|
740
|
1 407
|
2 313
|
|
| Total Current Liabilities |
681
|
812
|
318
|
328
|
1 230
|
1 438
|
1 798
|
1 317
|
2 024
|
2 991
|
|
| Long-Term Debt |
1 762
|
1 998
|
2 036
|
1 778
|
2 186
|
2 192
|
4 640
|
4 314
|
3 999
|
3 867
|
|
| Deferred Income Tax |
364
|
354
|
378
|
366
|
843
|
873
|
1 036
|
1 399
|
309
|
257
|
|
| Minority Interest |
778
|
570
|
0
|
0
|
294
|
314
|
341
|
460
|
532
|
549
|
|
| Other Liabilities |
12 419
|
10 880
|
29 688
|
28 742
|
116 529
|
123 547
|
168 425
|
176 749
|
158 108
|
168 840
|
|
| Total Liabilities |
66 438
N/A
|
62 080
-7%
|
82 666
+33%
|
80 288
-3%
|
224 325
+179%
|
237 398
+6%
|
326 794
+38%
|
327 490
+0%
|
277 335
-15%
|
296 318
+7%
|
|
| Equity | |||||||||||
| Common Stock |
0
|
0
|
0
|
39
|
72
|
72
|
100
|
100
|
100
|
100
|
|
| Retained Earnings |
1 291
|
1 478
|
1 597
|
1 615
|
1 923
|
4 651
|
6 837
|
5 650
|
3 027
|
2 304
|
|
| Additional Paid In Capital |
979
|
861
|
1 643
|
1 413
|
3 077
|
2
|
4
|
6
|
10
|
16
|
|
| Unrealized Security Profit/Loss |
0
|
4
|
4
|
5
|
5
|
5
|
0
|
0
|
0
|
0
|
|
| Treasury Stock |
8
|
5
|
7
|
2
|
6
|
7
|
6
|
12
|
13
|
15
|
|
| Other Equity |
103
|
96
|
96
|
85
|
584
|
556
|
596
|
565
|
581
|
585
|
|
| Total Equity |
2 365
N/A
|
2 434
+3%
|
3 333
+37%
|
3 155
-5%
|
5 655
+79%
|
5 279
-7%
|
7 531
+43%
|
6 309
-16%
|
3 705
-41%
|
2 990
-19%
|
|
| Total Liabilities & Equity |
68 803
N/A
|
64 514
-6%
|
85 999
+33%
|
83 443
-3%
|
229 980
+176%
|
242 677
+6%
|
334 325
+38%
|
333 799
0%
|
281 040
-16%
|
299 308
+7%
|
|
| Shares Outstanding | |||||||||||
| Common Shares Outstanding |
294
|
295
|
437
|
437
|
720
|
721
|
998
|
998
|
1 000
|
1 002
|
|
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