Meitav Investment House Assets Climb to NIS 464.5 Billion

The firm, which has adopted a transparent monthly reporting cycle for key performance metrics, currently oversees NIS 242.4 billion in provident and pension funds. Mutual funds and portfolio management segments contribute an additional NIS 118.9 billion and NIS 101.6 billion respectively. Beyond traditional asset management, Meitav holds NIS 1.6 billion in alternative investments and maintains a non-bank credit portfolio valued at NIS 4.02 billion.

Meitav Trade, the company's retail brokerage arm, now serves 130,000 active clients. While these figures provide a snapshot of the firm's scale, management noted that the data remains unaudited and serves as a supplement to formal quarterly and periodic financial filings. The reported total assets equate to approximately $156 billion, reflecting the firm's position as Israel's largest investment house since its establishment in 1979.