#Israel #Tel Aviv #Financial Growth #Assets Under Management #Meitav Investment

Overview of Meitav Investment House's Business Data for August 2026

On September 24, 2026, Meitav Investment House, Israel's leading investment firm, shared its selected business data for August 2026. This report underscores the company's ongoing commitment to transparency and investor relations, following the introduction of a new monthly reporting format initiated earlier in March 2026.

Key Highlights from the Report

The figures reported indicate a robust financial performance:

• - Assets Under Management (AUM): Meitav has effectively managed approximately NIS 479.6 billion (around $161 billion), marking an impressive rise of about 17.3% since December 31, 2025.
• - Portfolio Breakdown:

- Provident and Pension Funds: NIS 251.5 billion
- Mutual Funds: NIS 123.4 billion
- Portfolio Management: NIS 103.1 billion (including roughly NIS 8.1 billion in portfolios invested in mutual funds)
- Alternative Investments: NIS 1.6 billion

• - Credit Portfolio: The non-bank credit segment boasts a noteworthy portfolio of NIS 4.15 billion (approximately $1.39 billion).
• - Client Base: Meitav Trade, the retail brokerage arm, serves around 134,000 clients, highlighting the firm's expansive reach and appeal in the investment sector.

Commitment to Transparency

The establishment of a monthly reporting mechanism aims not only to enhance the clarity of Meitav's operations but also to provide investors with timely insights into its financial health. The monthly data supplement existing channels of communication, such as quarterly and annual reports, ensuring a comprehensive disclosure of relevant information.

Company Background

Founded in 1979, Meitav Investment House has positioned itself as a pioneer in managing diverse financial assets. With an extensive portfolio and advanced technology-driven solutions, it caters to a wide range of clients, from institutional investors to retail customers.
The firm’s operations encompass provident and pension funds, mutual funds, tailored portfolio management, institutional brokerage, as well as credit activities and alternative asset management. Its growth trajectory reflects a dedication to innovation in financial solutions that meet the evolving needs of its clientele.

The Road Ahead

As Meitav Investment House continues to grow, the focus remains on enhancing operational efficiencies and exploring new market opportunities. With the significant increase in assets under management, the company is well-positioned to foster further growth and maintain its status as a leader in Israel's financial landscape.

For those looking for more detailed insights and further updates, Meitav Investment House maintains an informative online presence. Their official site offers access to investor relations materials and news updates, crucial for stakeholders and potential investors.

For additional inquiries, stakeholders can reach out to Einat Rom, CFO of Meitav, or Miri Segal from MS-IR LLC for investor relations, ensuring that all concerns and queries are promptly addressed.

In conclusion, Meitav Investment House is solidifying its role in the investment sector while emphasizing transparency and accountability, paving the way for a future that's as promising as its recent reports suggest.