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Meitav Investment House’s Business Data for September 2026

On October 29, 2026, Meitav Investment House (TASE: MTAV) released crucial business insights regarding its performance for September 2026. This report aligns with the monthly reporting protocol initiated on March 2, 2026, as the company aims to enhance transparency in its operations for investors.

Overview of Selected Business Data

Meitav disclosed various key figures that underline the firm’s prominent standing in the financial market:

• - Assets Under Management (AUM): The total assets managed by Meitav have reached NIS 484.8 billion (approximately $158 billion), marking an impressive increase of around 18.5% from the total AUM reported at the end of 2025. The breakdown is as follows:

- Provident and Pension Funds: NIS 255.0 billion
- Mutual Funds: NIS 124.9 billion
- Portfolio Management: NIS 103.2 billion
- Alternative Investments: NIS 1.7 billion

• - Credit Portfolio: The firm’s non-bank credit segment stands at NIS 4.23 billion (about $1.38 billion), demonstrating Meitav's diversification into credit services.

• - Client Base: Meitav Trade, the retail brokerage wing, boasts around 135,000 clients, showcasing significant retail engagement and trust in both Meitav's offerings and market expertise.

Significance of the Reporting Mechanism

The company’s initiative to report monthly data is driven by an intention to provide more comprehensive insights into its operations. This is expected to empower investors by offering a detailed overview of Meitav’s financial health and growth trajectory. The data presented are unaudited and based on currently available information, maintaining the integrity and objectivity necessary in financial reporting.

About Meitav Investment House

Established in 1979, Meitav Investment House has risen to become the largest investment firm in Israel, managing financial assets exceeding NIS 484.8 billion. With a solid client base of over 1.7 million, Meitav specializes in a range of areas including provident and pension funds, mutual funds, and bespoke portfolio management services. The firm is committed to integrating advanced technology in its service delivery, fostering an ecosystem wherein clients feel secure and informed.

In addition to asset management, Meitav has a robust retail brokerage platform, institutional brokerage operations, credit activities, and a segment focused on alternative asset management, showcasing its comprehensive service range.

Conclusion

Meitav Investment House continues to solidify its position within the financial sector through strategic growth and transparent reporting practices. With increasing assets under management and an expanding client base, the company remains a key player in the financial market landscape of Israel. Investors and stakeholders can stay informed through ongoing disclosures and reports, which reflect Meitav's commitment to transparency and integrity in its operations.

For further insights and updates, Meitav encourages interested parties to visit their investor relations section on their official website.