Financial Services

Investment Houses

Rank 2019CompanyTotal 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 2018
Rank 2019CompanyTotal 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 2018
1Psagot Investment House 178,040-5.764,940.023,110.054,39022,14016,1306358.6856Himalaya AP.PS.1
2 Meitav DS
The company trades in Israel
123,310-2.417,641.033,629.041,75621,1379,14722421,081-2
3Altshuler Shaham 110,29021.120,280.017,546.075,846-3,7221969.5823-3
4Yelin Lapidot 77,807-9.124,468.022,441.037,584--2881.7250Atreyu Financial Assets Management4
5 Halman - Aldubi Investment House
The company trades in Israel
51,21210.82,000.0-15,553-33,6601463.2278Halman-Aldubi Finances6
6Harel Finance 46,3209.512,749.019,909.0-13,746-747.1186Harel Insurance Investments & Financial Services8
7Excellence Investment 44,205-8.99,844.011,970.0-23,791--335The Phoenix Holdings5
8 I.B.I. Investments House
The company trades in Israel
43,152.0-5.827,955.014,990.5---1,052.5358-7
9 Migdal Capital Markets
The company trades in Israel
32,024-1.45,661.526,888.0---1685.5164Migdal Insurance and Financial Holdings9
10 MORE Investment House
The company trades in Israel
18,917-5.92,661.016,732.0248--900.862Y.D. More Investments10
12 Analyst
The company trades in Israel
15,586-12.91,849.07,427.07,226--519.5137-11
13Sigma Investment House 5,367-16.31,725.04,060.0---1073.444Andora Banc Agricol Reig S.A.15
14Alumot Investment House 4,331-40.71,313.33,017.3---618.749B.T.H. Holdings and Financial Investments14
* 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 - 2019yearbook. All information contained herein is proprietary and confidential to DUN'S 100.