Financial Services

Investment Houses

Rank 2018CompanyTotal Portfolio NIS MillionsChange (%)Portfolio Management (NIS Millions)Mutual FundsProvident FundsExchange Trade NotesPension FundsRatio between total portfolio to the number of invest manEmployees No.Parent CompanyRank 2017
Rank 2018CompanyTotal Portfolio NIS MillionsChange (%)Portfolio Management (NIS Millions)Mutual FundsProvident FundsExchange Trade NotesPension FundsRatio between total portfolio to the number of invest manEmployees No.Parent CompanyRank 2017
1Psagot Investment House 188,7391.767,64024,05157,55725,82715,7276088.4898AP.PS Himalaya1
2Meitav DS
The company trades in Israel
126,3139.217,69029,49242,89728,3617,8732383.31034-2
3Altshuler Shaham 91,05136.919,02519,99057,261-2,0371717.9619-4
4Yelin Lapidot 85,62436.024,93127,07740,821--3567.7250Atreyu Financial Assets Management5
5Excellence Investment 48,528-35.28,94211,631027,955---The Phoenix Holdings3
6Halman - Aldubi Investment House
The company trades in Israel
46,220238.02,090-10,844-1,8391444.4230Halman-Aldubi Finances11
7I.B.I. Investments House
The company trades in Israel
45,81718.531,16114,4864,903--1065.5370-8
8Harel Finance 42,2987.312,71418,772-14,997-755.3191Harel Insurance Investments & Financial Services7
9Migdal Capital Markets 32,4632.96,07627,025---1708.6151Migdal Insurance and Financial Holdings9
10MORE Investment House 20,10453.52,60318,369---1182.653Y.D. More Investments12
11Analyst
The company trades in Israel
17,89751.81,8789,9657,092--662.9141-13
12Peilim Portfolio Management 17,4175.317,417----725.770Bank Hapoalim10
13Infinity-Ayalim 12,325-73.36,5954,3961,334--474.0125-6
14Alumot Investment House 7,307-3.01,3006,007---811.952B.T.H. Holdings and Financial Investments14
15Sigma Investment House 6,41298.31,7525,109---1282.444Andora Banc Agricol Reig S.A.-
* 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 - 2018 yearbook.