Phoenix Holdings Ltd. Portfolio Holdings

Phoenix Holdings Ltd.

  • $7.34 Billion
  • Q2 2025

Phoenix Holdings Ltd. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.34 Billion distributed in 614 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Teva Pharmaceutical Industries LTD with a value of $633M, Microsoft Corp with a value of $369M, Industrial Sector Spdr with a value of $361M, Amazon Com Inc with a value of $346M, and Ishares Msci Acwi ETF with a value of $295M.

Examining the 13F form we can see an increase of $907M in the current position value, from $6.43B to 7.34B.

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 $7.34 Billion
ETFs: $2.64 Billion
Technology: $2.01 Billion
Healthcare: $829 Million
Consumer Cyclical: $499 Million
Communication Services: $384 Million
Financial Services: $279 Million
Industrials: $252 Million
Basic Materials: $225 Million
Other: $213 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.9M
$7.38 Million 0.1% of portfolio
3,748,541
Q2 2024 Reduced 4.41%
$247M
$6.53 Million 0.09% of portfolio
3,980,604
Q1 2025 Reduced 20.08%
$231M
$5.48 Million 0.07% of portfolio
318,228
Q4 2024 Reduced 0.48%
$201M
$4.76 Million 0.06% of portfolio
362,316
Q2 2025 Reduced 10.32%
$218M
$885,000 0.01% of portfolio
336,785
Q4 2023 Reduced 77.64%
$215M
$102,000 0.0% of portfolio
16,382
Q4 2024 New
$262M
$71,000 0.0% of portfolio
84,932
Q2 2025 Reduced 56.28%
$250M
$253,000 0.0% of portfolio
115,560
Q2 2025 Added 11.36%

Summary

  • Portfolio
  • No. of Stocks 614
  • Current Value $7.34 Billion
  • Prior Value $6.43 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 90 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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