Meitav Investment House Assets Reach NIS 467.5 Billion

The firm’s portfolio is anchored by NIS 244.4 billion in provident and pension funds, supplemented by NIS 120.2 billion in mutual funds and NIS 101.3 billion in portfolio management services. Alternative investments account for an additional NIS 1.6 billion. Beyond traditional asset management, Meitav continues to expand its reach in the non-bank credit sector, where it now maintains a portfolio valued at NIS 4.08 billion, or roughly $1.33 billion.

Meitav Trade, the company’s retail brokerage arm, currently serves 132,000 clients. These unaudited figures are released as part of the company’s ongoing transparency initiative, established earlier this year to provide investors with more frequent operational insights between formal quarterly filings. Founded in 1979, the investment house now manages financial assets for over 1.6 million clients across various platforms.