Financial Services

Investment Houses

Rank 2014CompanyTotal Portfolio (NIS Millions)Change (%)Portfolio Management (NIS Millions)Mutual Funds (NIS Millions)Provident Funds (NIS Millions)Exchange Trade Notes (NIS Millions)Pension Funds (NIS Millions)Ratio between total portfolio to the number of investment managersEmployees NumberParent CompanyRank 2013
Rank 2014CompanyTotal Portfolio (NIS Millions)Change (%)Portfolio Management (NIS Millions)Mutual Funds (NIS Millions)Provident Funds (NIS Millions)Exchange Trade Notes (NIS Millions)Pension Funds (NIS Millions)Ratio between total portfolio to the number of investment managersEmployees NumberParent CompanyRank 2013
1Psagot Investment House Ltd. 185,671.021.663,110.035,521.052,382.027,750.010,319.05,460.9782AP.PS. Acquisition1
2Meitav DS
The company trades in Israel
121,789.07.818,213.038,688.037,018.029,610.01,162.01,739.89772
3Excellence Nessuah
The company trades in Israel
82,400.026.010,358.021,752.019,900.031,890.0415.04,120.0585The Phoenix Holdings3
4Harel Finance ^2^ 53,495.024.78,526.032,915.012,054.0786.7200Harel Insurance & Finance7
5Altshuler - Shaham 48,807.842.110,831.017,119.024,960.5226.51,394.53696
6Yelin Lapidot 35,506.070.211,980.013,536.013,190.01,775.3180Leader Financial Assets Management (2005)10
7I.B.I. Investments House ^3^
The company trades in Israel
32,732.421.424,026.410,494.42,400.2818.32628
8Infinity Investment Group 31,521.09.26,161.026,721.01,313.41205
9Migdal Capital Markets 30,200.029.66,942.024,530.0915.2239Migdal Holldings4
10Halman - Aldubi Finance ^4^ 13,666.434.4932.11,013.610,892.0828.8621.221514
12Menora Mivtachim Finance 11,558.0-53.31,570.010,216.0825.663Menora Mivtachim Holdings9
13Ayalon Investment House 11,256.46.212,597.84,850.3592.11,614.3402.048Ayalon Holdings11
14Analyst
The company trades in Israel
8,853.08.42,373.02,645.04,974.0442.713013
15Epsilon Investments House 7,707.012.74,725.03,665.0333.0335.152Koor Industries15
16More Investment House 5,761.0147.81,168.04,658.0640.129Y.D. More Investment
* 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