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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138M
$15.9 Million 0.22% of portfolio
3,748,541
Q2 2024 Reduced 4.41%
$125M
$8.37 Million 0.12% of portfolio
4,980,604
Q2 2024 Reduced 4.38%
$203M
$5.17 Million 0.07% of portfolio
318,228
Q4 2024 Reduced 0.48%
$188M
$4.52 Million 0.06% of portfolio
482,724
Q4 2024 Added 100.84%
$295M
$397,000 0.01% of portfolio
266,458
Q4 2024 Added 179.69%
$256M
$400,000 0.01% of portfolio
136,558
Q4 2024 Added 59.56%
$258M
$875,000 0.01% of portfolio
336,785
Q4 2023 Reduced 77.64%
$262M
$162,000 0.0% of portfolio
16,382
Q4 2024 New

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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