Financial Services

Investment Houses

Rank 2015Company NameTotal 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 2014
Rank 2015Company NameTotal 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 2014
1Psagot Investment House Ltd. 193,046.64.065,935.032,230.054,030.032,691.011,589.06,656.8817AP.PS. Acquisition1
2Meitav DS
The company trades in Israel
126,580.03.917,614.037,423.038,551.034,459.01,513.01,834.58702
3Excellence Nessuah
The company trades in Israel
88,378.07.310,385.024,020.520,601.035,520.04,418.9588The Phoenix Holdings3
4Altshuler - Shaham 62,957.729.014,703.621,995.332,135.0370.21,614.34365
5Harel Finance -1 57,865.08.28,918.033,649.015,298.0803.7215Harel Insurance & Finance4
6Yelin Lapidot 44,336.025.014,247.018,417.015,904.02,216.8180Leader Financial Assets Management (2005)6
7I.B.I. Investments House
The company trades in Israel
39,466.020.626,697.014,887.62,837.0897.03027
8Migdal Capital Markets 35,208.416.66,987.928,988.91,853.1237Migdal Insurance And Financial Holldings9
9Infinity Investment House 34,240.68.66,502.228,982.41,369.61258
11Menora Mivtachim Finance 13,536.017.11,535.012,201.01,128.065Menora Mivtachim Holdings12
12Halman - Aldubi Investment House 13,394.4-2.01,079.0572.810,892.8849.9705.021010
13Analyst
The company trades in Israel
12,912.045.82,295.06,854.05,006.0645.612714
14Ayalon Investment House 8,602.3-23.610,279.43,758.4869.3374.046Ayalon Holdings13
15Epsilon Investments House 7,567.0-1.84,801.03,613.0305.0360.346Koor Industries15
16Alumot Investment House 6,944.5178.51,441.16,314.2385.843B.t.h holdings and financial investments-
17More Investment House 6,312.09.61,789.34,647.1485.536Y.D. More Investment16
18Tafnit Discount Asset Management 6,100.027.06,100.0Israel Discount Bank-
* 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
1 - Portfolio management does not include mutual funds holdings.