Harel Insurance Investments & Financial Services Ltd. Portfolio Holdings

Harel Insurance Investments & Financial Services Ltd.

  • $5.8 Billion
  • Q3 2024

Harel Insurance Investments & Financial Services Ltd. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.8 Billion distributed in 493 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $468M, Select Sector Spdr Fund Health with a value of $448M, Utilities Sector Spdr with a value of $327M, Global X Fds Us Infrastructure with a value of $281M, and Nova Ltd. with a value of $241M.

Examining the 13F form we can see an increase of $490M in the current position value, from $5.31B to 5.8B.

Below you can find more details about Harel Insurance Investments & Financial Services Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $5.8 Billion
ETFs: $4.03 Billion
Technology: $899 Million
Consumer Cyclical: $206 Million
Industrials: $164 Million
Communication Services: $160 Million
Financial Services: $160 Million
Healthcare: $59.3 Million
Consumer Defensive: $22.7 Million
Other: $15.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.3B
$130,000 0.0% of portfolio
1,176
Q3 2024 Reduced 5.92%
$85.6B
$115,000 0.0% of portfolio
426
Q3 2024 Added 10.65%
$48.9B
$128,000 0.0% of portfolio
1,910
Q3 2024 Added 315.22%
$53.1B
$41,000 0.0% of portfolio
148
Q3 2024 Reduced 16.85%
$27.8B
$7,000 0.0% of portfolio
70
Q2 2024 New
$44.3B
$206,000 0.0% of portfolio
5,700
Q3 2024 New
$51.4B
$24,000 0.0% of portfolio
2,000
Q4 2021 New
$10.7B
$73,000 0.0% of portfolio
1,884
Q3 2024 Added 1,164.43%
$54.2B
$12,000 0.0% of portfolio
292
Q4 2023 Reduced 0.34%
$11.7B
$9,000 0.0% of portfolio
226
Q3 2024 Reduced 16.61%
$27.6B
$68,000 0.0% of portfolio
846
Q3 2024 New
$46.3B
$174,000 0.0% of portfolio
4,632
Q3 2024 Added 202.94%
$46.7B
$23,000 0.0% of portfolio
160
Q3 2024 Reduced 48.55%
$136B
$65,000 0.0% of portfolio
500
Q1 2022 Reduced 5.84%
$12.4B
$10,000 0.0% of portfolio
35
Q3 2024 Reduced 91.92%
$22.6B
$73,000 0.0% of portfolio
450
Q3 2024 Reduced 18.48%
$22.8B
$14,000 0.0% of portfolio
51
Q3 2024 Reduced 19.05%
$45.4B
$35,000 0.0% of portfolio
1,090
Q3 2024 Reduced 11.81%
$154B
$269,000 0.0% of portfolio
1,299
Q2 2024 Reduced 16.52%
$10.4B
$94,000 0.0% of portfolio
10,478
Q3 2024 Reduced 6.14%
$198B
$94,000 0.0% of portfolio
501
Q3 2024 New
$14.3B
$12,000 0.0% of portfolio
422
Q3 2024 Reduced 19.47%
$12.1B
$53,000 0.0% of portfolio
333
Q3 2024 Reduced 97.26%
$83.2B
$143,000 0.0% of portfolio
3,194
Q3 2024 Added 76.46%
$18.9B
$176,000 0.0% of portfolio
1,022
Q3 2024 Reduced 7.26%
$34.7B
$48,000 0.0% of portfolio
95
Q4 2022 Reduced 7.77%
$101B
$123,000 0.0% of portfolio
5,265
Q3 2024 Reduced 38.99%
$180B
$197,000 0.0% of portfolio
317
Q2 2024 Reduced 58.4%
$194B
$132,000 0.0% of portfolio
269
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 493
  • Current Value $5.8 Billion
  • Prior Value $5.31 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 147 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 193 stocks
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