Phoenix Holdings LTD.
Phoenix Holdings Ltd. is a leading Israeli financial services group, headquartered in Tel Aviv. Founded in 1949, it operates across insurance, asset management, pension, and provident funds, serving institutional and retail clients. The company is one of Israel's largest and most diversified financial institutions, with hundreds of employees, and is known for its broad investment capabilities and innovative solutions.
Investment Strategy
Phoenix Holdings Ltd. pursues a diversified investment strategy focused on generating long-term value across both public and private markets. The firm manages substantial equity and fixed income portfolios, employs disciplined risk management, and adapts its allocations to market trends. Its asset management arm offers investment funds, provident and pension products, and also invests in alternative assets such as real estate and private equity to achieve sustainable risk-adjusted returns for clients.
Latest 13F Filing Activity
Phoenix Holdings LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 406 equity positions with a total 13F market value of $8B. The fund increased holdings in Ishares TR, Teva Pharmaceutical Inds LTD, Select Sector SPDR TR among other positions. Phoenix Holdings LTD. reduced exposure to SPDR Ser TR, Mcdonalds Corp., Ally Finl Inc. among others.
Top Holdings
Equity Positions (406)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TEVA | TEVA PHARMACEUTICAL INDS LTD | 8.35% | $632.9M | 37,761,444 | $11.89 | $16.76 | +$210.8M |
M MSFT | MICROSOFT CORP | 4.87% | $369.3M | 742,793 | $426.82 | $497.41 | +$149.8M |
X XLI | SELECT SECTOR SPDR TR | 4.76% | $360.6M | 2,444,375 | $138.69 | $147.52 | +$187.8M |
A AMZN | AMAZON COM INC | 4.56% | $346.0M | 1,577,948 | $149.35 | $219.39 | +$63.2M |
A ACWI | ISHARES TR | 3.89% | $294.8M | 2,292,511 | $128.55 | $128.60 | +$294.5M |