Menora Mivtachim Holdings LTD.
Menora Mivtachim Holdings Ltd. is a leading Israeli financial services group headquartered in Ramat Gan, Israel, with a primary focus on insurance, pension, and long-term savings. Founded in 1935, the firm employs over 1,000 people and serves institutional, retail, and corporate clients both within Israel and internationally. Menora Mivtachim operates through subsidiaries engaged in general insurance, life insurance, health insurance, pension and provident funds, as well as capital markets and mutual funds management.
Investment Strategy
Menora Mivtachim Holdings Ltd.'s investment strategy centers around diversified portfolio management for pension, insurance, and mutual funds, blending long-term equities, fixed income, and alternative investments. The firm emphasizes risk-adjusted returns, rigorous fundamental analysis, and a balanced approach across Israeli and international markets. Their holdings reflect a focus on blue-chip stocks, sector leadership, and innovation, with exposure in technology, infrastructure, and consumer sectors. The firm also utilizes tactical asset allocation and risk management tools to manage volatility for its clients.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.13% | $1.41B | 2,843,415 | $233.30 | $497.41 | +$346.7M |
N NVDA | NVIDIA CORPORATION | 5.85% | $1.02B | 6,440,985 | $57.60 | $157.99 | +$319.8M |
A AAPL | APPLE INC | 5.64% | $981.2M | 4,782,203 | $137.97 | $205.17 | -$79.8M |
G GOOGL | ALPHABET INC | 4.68% | $813.1M | 4,613,966 | $104.18 | $176.23 | +$99.9M |
A AMZN | AMAZON COM INC | 4.28% | $744.2M | 3,392,020 | $148.90 | $219.39 | +$146.1M |