#Israel #Tel Aviv #Financial Data #Meitav Investment House #TASE MTAV

Meitav Investment House Reports April 2026 Business Metrics

Meitav Investment House, a prominent financial institution in Israel, has made headlines with its recent disclosure of business data for April 2026. This report acts as a supplement to their previous communication from March 2, 2026, regarding their new initiative for ongoing monthly reporting of essential business metrics. The company's aim is to enhance operational transparency and equip investors with better access to crucial information.

Significant Growth in Assets Under Management

As of April 30, 2026, Meitav has reported substantial growth in its assets under management (AUM), reflecting a strong upward trend since the end of 2025. The total AUM has reached an impressive NIS 449.6 billion, marking an increase of approximately 9.9% from the figure recorded on December 31, 2025.

The breakdown of the AUM includes:

• - Meitav Pensions and Provident Funds Ltd.: NIS 231.5 billion
• - Meitav Mutual Funds Ltd.: NIS 117.3 billion
• - Meitav Portfolio Management Ltd.: NIS 99.3 billion
• - Alternative Investments: NIS 1.5 billion

These numbers highlight Meitav's strong position in the Israeli financial market, showcasing its effective management strategies and robust growth potential.

Customer Engagement and Operational Footprint

The report also emphasizes Meitav's significant client base, with 125.5 thousand clients registered at Meitav Trade Ltd., the firm’s retail brokerage service. This broad client engagement indicates a high level of trust and satisfaction among investors, essential for sustaining growth in the competitive finance sector.

Additionally, Meitav's non-bank credit segment has a credit portfolio amounting to NIS 3.75 billion, further diversifying its revenue streams and enhancing its financial stability.

Commitment to Transparency

Meitav Investment House has positioned itself as a leader in transparency within the industry. The company stresses that the published data is supplementary and does not replace its regular investor presentations or quarterly reports, which remain vital for comprehensive assessments of its operational health.

In its commitment to transparency, the investment house underscores that all reported data are based on currently available information and are subject to further audits and reviews.

About Meitav Investment House

Established in 1979, Meitav Investment House has become Israel's largest investment firm, managing financial assets for approximately 1.6 million clients, valued at around NIS 450 billion as of April 2026. The firm specializes in various areas, including provident and pension funds, mutual funds, and personalized portfolio management, providing clients with advanced, technology-driven financial solutions.

In addition to its investment management services, Meitav offers a wide range of retail and institutional brokerage activities, credit services, and alternative asset management. This multifaceted approach ensures that Meitav caters effectively to the diverse financial needs of both individual and institutional clients.

In closing, Meitav Investment House's recent announcement not only highlights its financial performance but also reinforces its ongoing commitment to enhancing transparency and accountability to its investors.