Meitav Investment House Releases Comprehensive Business Data for March 2026

Meitav Investment House Reports on March 2026 Business Data



On April 29, 2026, Meitav Investment House (TASE: MTAV) disclosed significant business metrics for March 2026 as part of its ongoing commitment to transparency in its operations. This decision follows the previous report from March 2, 2026, focusing on the planned enhancements to their reporting mechanisms.

Key Financial Insights


In the latest report, Meitav presented the following selected business data as of March 31, 2026:
  • - Assets Under Management (AUM):
- Meitav Pensions: NIS 218.2 billion
- Meitav Mutual Funds: NIS 112.1 billion
- Meitav Portfolio Management: NIS 95.5 billion
- Alternative Investments: NIS 1.5 billion

This totals to NIS 427.3 billion, which indicates a 4.5% increase compared to AUM as of December 31, 2025. This growth reflects the firm’s robust investment strategy and client trust.

Meitav also reported that its credit portfolio in the non-bank credit sector stands at NIS 3,671 million. Furthermore, the number of clients utilizing services from Meitav Trade Ltd., its retail brokerage arm, has reached an impressive 123,500 clients.

Commitment to Transparency


The publication of these data points is intended to enhance the understanding of Meitav’s operations among investors and stakeholders. It is important to note that this data serves as an additional resource and is not a substitute for formal presentations or periodic reports provided by the investment house. The company’s periodic and quarterly reports continue to include comprehensive disclosures regarding the financial health and operational strategies.

About Meitav Investment House


Founded in 1979, Meitav Investment House has built a solid reputation as one of Israel's largest and most experienced investment houses. With approximately NIS 427 billion in assets under management and an extensive client base exceeding 1.5 million, Meitav specializes in a diverse range of financial solutions, including provident and pension funds, mutual funds, and customized portfolio management. The firm also boasts a robust retail brokerage platform along with active involvement in credit and alternative asset management.

For more information about Meitav Investment House and their commitments to investors, please visit their Investor Relations page.

The data shared here should be regarded as preliminary and is subject to further reviews. Given the dynamic nature of the financial markets, investors are encouraged to consider this information in the context of broader investment strategies.

Conclusion


Meitav Investment House's proactive approach to reporting and transparency aims to foster trust and enhance investor relations. By continuously updating stakeholders on essential business metrics, the firm demonstrates its commitment to maintaining high standards in financial management and client service.

Topics Financial Services & Investing)

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