Financial Services

Investment Houses

Rank 2021Company Total Portfolio NIS Millions Change (%)Portfolio Management NIS MillionsMutual Funds NIS MillionsProvident Funds NIS MillionsPension FundsRatio between total portfolio to the number of invest manEmployees NoParent Company2020 Rank
Rank 2021Company Total Portfolio NIS Millions Change (%)Portfolio Management NIS MillionsMutual Funds NIS MillionsProvident Funds NIS MillionsPension FundsRatio between total portfolio to the number of invest manEmployees NoParent Company2020 Rank
1Altshuler Shaham 208,71833.228,80523,964147,38717,4243,261.2940-2
2Psagot Investment House 165,155-13.651,08741,48352,62519,9606,881.5676Himalaya AP.PS.1
3 Meitav DS
The company trades in Israel
145,4637.128,52557,27044,81114,8572,852.2945-3
4Yelin Lapidot 87,566-5.427,61723,37843,616-3,127.4250-4
5 Halman - Aldubi Investment House
The company trades in Israel
72,36410.51,900-21,83647,9464,824.3264-5
6Excellence Investment 54,3516.09,47746,296---340The Phoenix Investment and Finances7
7Harel Finance 52,064-9.412,69839,366--882.4162Harel Insurance Investments & Financial Services6
8 I.B.I. Investments House
The company trades in Israel
44,445-0.932,730.911,714.4--987.7394-8
9Migdal Capital Markets 43,48617.96,262.537,966.6--1,207.9170Migdal Insurance and Financial Holdings9
10 MORE Investment House
The company trades in Israel
32,62135.05,74117,2349,552-836.4167-10
11Peilim Portfolio Management 18,172-2.718,172---82670Bank Hapoalim11
12 Analyst
The company trades in Israel
16,132-3.02,0295,3799,701-520.4140-12
13Sigma Investment House 4,352-21.51,8882,873--725.340Andora Banc Agricol Reig S.A.13
* 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 - 2021yearbook. All information contained herein is proprietary and confidential to DUN'S 100.
$ Company shares are traded in Israel