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Meitav Investment House's Business Report for May 2026

On June 30, 2026, Meitav Investment House (TASE: MTAV) announced an immediate report outlining selected business data for May 2026. This move follows the company's previous report from March 2, 2026, which introduced a new monthly reporting mechanism aimed at improving transparency within its operations. The published data provides vital insights for investors and stakeholders, offering a glimpse into Meitav's operational performance and strategic growth.

Objective of Monthly Reporting

The main objective behind adopting this ongoing monthly reporting is to boost the transparency of Meitav’s business operations and enhance the information available for potential and current investors. Such measures are crucial for maintaining investor confidence and allowing shareholders to make informed decisions regarding their investments in the firm. It is essential to note that these disclosures are supplementary to the company's regular periodic and quarterly reports, which comprehensively cover financial performance and operations.

Selected Business Data as of May 31, 2026

Meitav's report highlights impressive growth metrics, particularly in its assets under management (AUM), which have shown a robust increase. Here are key figures from the report:

• - Assets Under Management (AUM):

- Meitav Pensions and Provident Funds Ltd.: NIS 240.1 billion
- Meitav Mutual Funds Ltd.: NIS 120.6 billion
- Meitav Portfolio Management Ltd.: NIS 102.0 billion
- Alternative Investments: NIS 1.5 billion

Overall, Meitav's total AUM stands at approximately NIS 464.2 billion, marking a significant growth of around 13.5% since December 31, 2025. This impressive growth reflects Meitav's strong market presence and the trust placed in the firm by its clients.

In addition to the AUM data, the report also provides insights into Meitav’s credit portfolio. The firm’s non-bank credit segment boasts an impressive credit portfolio valued at NIS 3.76 billion. This figure indicates Meitav's commitment to diversifying its financial services and expanding its client base. Furthermore, the number of clients at Meitav Trade Ltd., the firm's retail brokerage service, has reached 128,000, showcasing the popularity and trustworthiness of the brokerage operations among individual investors.

About Meitav Investment House

Founded in 1979, Meitav Investment House has established itself as Israel’s largest investment house, managing a staggering NIS 464 billion in financial assets for more than 1.6 million clients as of May 2026. The firm is renowned for its expertise in provident and pension funds, mutual funds, and tailored portfolio management. Leveraging advanced technology, Meitav provides comprehensive financial solutions, making it a key player in the financial services landscape.

Additionally, the firm extends its services to a comprehensive retail brokerage platform, institutional brokerage activities, credit services, and alternative asset management, showcasing a multifaceted approach to financial management that has gained the confidence of clients across Israel.

For more detailed information about Meitav Investment House, interested parties can visit their official website here.

Conclusion

The publication of the selected business data for May 2026 is a testament to Meitav Investment House’s dedication to transparency and growth in the financial sector. With a strong performance and a commitment to excellence, Meitav remains a cornerstone in Israel’s investment landscape, attracting a diverse pool of clients and continually expanding its service offerings.