Phoenix Holdings Ltd. Portfolio Holdings

Phoenix Holdings Ltd.

  • $7.18 Billion
  • Q4 2024

Phoenix Holdings Ltd. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.18 Billion distributed in 522 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $529M, Teva Pharmaceutical Industries LTD with a value of $468M, Amazon Com Inc with a value of $320M, Microsoft Corp with a value of $264M, and Nice Ltd. with a value of $246M.

Examining the 13F form we can see an increase of $511M in the current position value, from $6.66B to 7.18B.

Phoenix Holdings Ltd. is based out at Givatayim, L3

Below you can find more details about Phoenix Holdings Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $7.18 Billion
ETFs: $2.54 Billion
Technology: $1.85 Billion
Healthcare: $698 Million
Consumer Cyclical: $589 Million
Communication Services: $472 Million
Financial Services: $303 Million
Industrials: $260 Million
Basic Materials: $215 Million
Other: $245 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$529 Million 7.37% of portfolio
10,948,003
Q4 2024 Reduced 9.59%
$18.6B
$468 Million 6.52% of portfolio
21,212,542
Q4 2024 Reduced 5.98%
$2.21T
$320 Million 4.46% of portfolio
1,459,900
Q4 2024 Added 1.3%
$3.04T
$264 Million 3.68% of portfolio
625,666
Q4 2024 Reduced 0.07%
$9.87B
$246 Million 3.43% of portfolio
1,449,397
Q4 2024 Reduced 19.97%
$0
$227 Million 3.16% of portfolio
1,723,153
Q4 2024 Added 1,383.38%
$4.94B
$199 Million 2.77% of portfolio
3,854,271
Q3 2024 Added 11.63%
$0
$199 Million 2.77% of portfolio
3,285,750
Q4 2024 Added 26.58%
$335B
$184 Million 2.56% of portfolio
1,369,213
Q4 2024 Reduced 0.98%
$0
$178 Million 2.48% of portfolio
1,293,409
Q4 2024 Reduced 23.5%
$0
$158 Million 2.2% of portfolio
1,863,000
Q3 2024 Added 181.0%
$0
$154 Million 2.14% of portfolio
1,929,130
Q4 2024 Added 65.71%
$1.11T
$148 Million 2.07% of portfolio
779,014
Q4 2024 Added 0.55%
$224B
$144 Million 2.01% of portfolio
496,317
Q4 2024 Added 15.68%
$3.95T
$140 Million 1.96% of portfolio
560,986
Q4 2024 Added 5.66%
$0
$135 Million 1.88% of portfolio
1,347,654
Q4 2024 Added 965.42%
$11.3B
$122 Million 1.7% of portfolio
3,390,066
Q4 2024 Added 86.37%
$1.1T
$104 Million 1.45% of portfolio
549,703
Q4 2024 Added 0.54%
$0
$103 Million 1.44% of portfolio
1,199,419
Q4 2024 Reduced 0.1%
$58.7B
$99.1 Million 1.38% of portfolio
1,255,641
Q4 2024 Reduced 0.16%
$7.95B
$99.2 Million 1.38% of portfolio
20,082,092
Q3 2024 Added 4.99%
$0
$97.9 Million 1.37% of portfolio
2,408,404
Q3 2024 Added 1.02%
$57.2B
$98.5 Million 1.37% of portfolio
728,934
Q4 2024 Added 8,114.27%
$452B
$97.2 Million 1.36% of portfolio
583,573
Q4 2024 Reduced 3.38%
$1.56T
$97.9 Million 1.36% of portfolio
166,019
Q4 2024 Reduced 25.17%
$1.03T
$90.7 Million 1.26% of portfolio
459,506
Q4 2024 Reduced 2.15%
$0
$90.6 Million 1.26% of portfolio
1,057,760
Q4 2024 Added 4,627.84%
$57.2B
$85.9 Million 1.2% of portfolio
471,889
Q4 2024 Added 93.87%
$230B
$80.9 Million 1.13% of portfolio
1,234,220
Q4 2024 Added 1,624.64%
$0
$67.2 Million 0.94% of portfolio
2,985,714
Q3 2024 New
$0
$52.4 Million 0.73% of portfolio
582,089
Q4 2024 Reduced 16.21%
$7.68B
$51.7 Million 0.72% of portfolio
262,540
Q4 2024 Added 9.37%
$0
$51.5 Million 0.72% of portfolio
100,760
Q4 2024 Added 55.38%
$4.72B
$50.6 Million 0.7% of portfolio
1,138,578
Q4 2024 Added 33.96%
$118B
$46.3 Million 0.65% of portfolio
139,626
Q4 2024 Added 1,197.64%
$88.6B
$46.8 Million 0.65% of portfolio
201,808
Q4 2024 Reduced 3.73%
$753M
$42.2 Million 0.59% of portfolio
1,523,362
Q4 2024 Added 1.89%
$931M
$40 Million 0.56% of portfolio
6,069,918
Q3 2024 Added 3.5%
$0
$38.7 Million 0.54% of portfolio
166,242
Q4 2024 Added 3.23%
$0
$38.3 Million 0.53% of portfolio
288,993
Q4 2024 Reduced 55.29%
$513M
$38.2 Million 0.53% of portfolio
8,066,562
Q2 2024 Reduced 1.58%
$21.5B
$38.1 Million 0.53% of portfolio
940,996
Q4 2024 Reduced 0.79%
$752M
$35.7 Million 0.5% of portfolio
2,522,007
Q4 2024 Reduced 1.46%
$0
$32.5 Million 0.45% of portfolio
427,907
Q4 2024 Reduced 74.35%
$747M
$32 Million 0.45% of portfolio
3,601,006
Q3 2024 Added 1.35%
$20.4B
$31.2 Million 0.44% of portfolio
369,378
Q4 2024 Reduced 57.66%
$3.62B
$31.1 Million 0.43% of portfolio
1,413,424
Q4 2024 Reduced 37.65%
$532B
$30.9 Million 0.43% of portfolio
58,737
Q4 2024 Reduced 2.46%
$0
$30.2 Million 0.42% of portfolio
348,200
Q4 2024 Reduced 42.45%

Summary

  • Portfolio
  • No. of Stocks 522
  • Current Value $7.18 Billion
  • Prior Value $6.66 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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