Financial Services

Investment Houses

Rank 2022Company NameTotal assets managed in millions of NISChange (%)Portfolio Management NIS MillionsInvestments Portfolio Mutual Funds NIS MillionsProvident Funds NIS MillionsPension FundsEmployees NoRatio between total portfolio to the number of invest manName of parent company2021 Rank
Rank 2022Company NameTotal assets managed in millions of NISChange (%)Portfolio Management NIS MillionsInvestments Portfolio Mutual Funds NIS MillionsProvident Funds NIS MillionsPension FundsEmployees NoRatio between total portfolio to the number of invest manName of parent company2021 Rank
1Altshuler Shaham 291,902.039.931,365.025,770.0213,189.030,863.01,0294,785.3-1
2 Meitav DS
The company trades in Israel
221,772.052.572,967.063,928.058,923.025,953.01,1473,635.6-3
3Yelin Lapidot 100,242.014.532,733.028,331.047,480.0-2503,580.1-4
4Excellence Investment 66,801.022.912,461.056,015.0--395-The Phoenix Investment and Finances6
5 MORE Investment House
The company trades in Israel
65,806.0101.712,473.023,164.029,811.0-2571,115.4-10
6Migdal Capital Markets 58,355.034.27,892.050,950.0--1971,667.3Migdal Insurance and Financial Holdings9
7Harel Finance 56,462.08.417,100.042,362.0--166973.5Harel Insurance Investments & Financial Services7
8Psagot Value Holdings 55,200.0-9,600.075.0--2202,509.1Value Capital One-
9 I.B.I. Investments House
The company trades in Israel
50,893.014.538,667.012,226.0--4651,082.8-8
10 Analyst
The company trades in Israel
22,592.040.02,684.05,426.015,713.0-194868.9-12
12Sigma Investment House 4,028.09.32,447.02,100.0--40447.6Andora Banc Agricol Reig S.A.13
13Pasternak Shoham Investments Management 3,100.072.21,700.01,600.0--12442.9-14
* Parent company ranked
Company data are evaluated Company data are evaluated
Company shares are traded abroad Company shares are traded abroad
The company trades in Israel The company trades in Israel
Highlighted companies – in addition to the company's profile page
The rankings are liable to change in accordance with information received prior to the publication of the DUN'S 100 - 2022yearbook. All information contained herein is proprietary and confidential to DUN'S 100.