Phoenix Holdings Ltd. Portfolio Holdings

Phoenix Holdings Ltd.

  • $6.43 Billion
  • Q1 2025

Phoenix Holdings Ltd. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.43 Billion distributed in 536 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Teva Pharmaceutical Industries LTD with a value of $422M, Amazon Com Inc with a value of $283M, Invesco S&P 500 Equal Weight E with a value of $269M, Microsoft Corp with a value of $219M, and Nice Ltd. with a value of $216M.

Examining the 13F form we can see an decrease of $742M in the current position value, from $7.18B to 6.43B.

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 $6.43 Billion
ETFs: $2.16 Billion
Technology: $1.63 Billion
Healthcare: $635 Million
Consumer Cyclical: $545 Million
Financial Services: $380 Million
Communication Services: $379 Million
Basic Materials: $253 Million
Industrials: $212 Million
Other: $233 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.4B
$422 Million 6.56% of portfolio
27,464,572
Q1 2025 Added 29.47%
$2.2T
$283 Million 4.39% of portfolio
1,486,029
Q1 2025 Added 1.79%
$0
$269 Million 4.19% of portfolio
1,554,312
Q1 2025 New
$3.57T
$219 Million 3.41% of portfolio
584,567
Q1 2025 Reduced 6.57%
$10.7B
$216 Million 3.36% of portfolio
1,402,538
Q1 2025 Reduced 3.23%
$0
$203 Million 3.16% of portfolio
4,077,174
Q1 2025 Reduced 62.76%
$0
$199 Million 3.1% of portfolio
1,363,686
Q1 2025 Added 5.43%
$218B
$178 Million 2.77% of portfolio
570,214
Q1 2025 Added 14.89%
$361B
$177 Million 2.76% of portfolio
1,636,325
Q1 2025 Added 19.51%
$0
$173 Million 2.69% of portfolio
1,318,041
Q1 2025 Reduced 23.51%
$0
$155 Million 2.41% of portfolio
1,656,002
Q1 2025 Added 56.56%
$0
$148 Million 2.3% of portfolio
3,534,204
Q1 2025 Added 46.74%
$3.19T
$140 Million 2.18% of portfolio
631,655
Q1 2025 Added 12.6%
$4.42B
$137 Million 2.13% of portfolio
3,848,571
Q1 2025 Reduced 0.15%
$0
$135 Million 2.1% of portfolio
1,196,572
Q2 2024 Reduced 4.58%
$569B
$134 Million 2.09% of portfolio
961,490
Q1 2025 Added 64.76%
$1.08T
$127 Million 1.98% of portfolio
814,001
Q1 2025 Added 4.49%
$0
$120 Million 1.87% of portfolio
1,349,414
Q1 2025 Added 0.13%
$11B
$117 Million 1.82% of portfolio
3,210,003
Q1 2025 Reduced 5.31%
$8.57B
$114 Million 1.77% of portfolio
20,012,294
Q1 2025 Reduced 0.35%
$58.4B
$110 Million 1.71% of portfolio
465,283
Q1 2025 New
$0
$109 Million 1.7% of portfolio
1,199,359
Q1 2025 Reduced 0.01%
$59.9B
$100 Million 1.55% of portfolio
2,641,129
Q1 2025 Added 1,354.92%
$1.5T
$89.4 Million 1.39% of portfolio
155,091
Q1 2025 Reduced 6.58%
$993B
$87.4 Million 1.36% of portfolio
565,076
Q1 2025 Added 2.8%
$151B
$86.7 Million 1.35% of portfolio
1,221,015
Q1 2025 Added 8,378.68%
$228B
$85 Million 1.32% of portfolio
1,156,005
Q1 2025 Reduced 6.34%
$44.8B
$75.3 Million 1.17% of portfolio
721,495
Q1 2025 Reduced 1.02%
$1.12T
$74 Million 1.15% of portfolio
446,078
Q1 2025 Reduced 2.92%
$0
$64.2 Million 1.0% of portfolio
136,961
Q1 2025 Added 35.93%
$5.43B
$60 Million 0.93% of portfolio
1,482,287
Q1 2025 Added 30.19%
$6.59B
$57 Million 0.89% of portfolio
309,436
Q1 2025 Added 17.86%
$0
$45.4 Million 0.71% of portfolio
1,756,750
Q1 2025 Reduced 41.16%
$0
$41.8 Million 0.65% of portfolio
1,465,173
Q1 2025 New
$0
$41 Million 0.64% of portfolio
1,787,655
Q1 2025 New
$0
$38.1 Million 0.59% of portfolio
288,993
Q4 2024 Reduced 55.29%
$476M
$37.3 Million 0.58% of portfolio
8,066,562
Q2 2024 Reduced 1.58%
$3.34B
$36.3 Million 0.56% of portfolio
1,547,112
Q1 2025 Added 901.39%
$695M
$35.4 Million 0.55% of portfolio
3,613,906
Q1 2025 Added 0.36%
$0
$34.5 Million 0.54% of portfolio
167,323
Q1 2025 Added 0.65%
$19.6B
$28.7 Million 0.45% of portfolio
369,378
Q4 2024 Reduced 57.66%
$10.4B
$29.2 Million 0.45% of portfolio
1,502,216
Q1 2025 New
$3.2B
$27.5 Million 0.43% of portfolio
469,178
Q1 2025 Added 266.04%
$0
$27.2 Million 0.42% of portfolio
500,000
Q1 2025 Added 1,583.5%
$102B
$26.9 Million 0.42% of portfolio
160,549
Q1 2025 Reduced 20.44%
$0
$25.7 Million 0.4% of portfolio
348,200
Q4 2024 Reduced 42.45%
$120B
$25.6 Million 0.4% of portfolio
150,329
Q1 2025 Added 430.94%
$73.8B
$26 Million 0.4% of portfolio
221,784
Q1 2025 Added 777.24%
$9B
$24.2 Million 0.38% of portfolio
148,258
Q1 2025 Added 41.21%

Summary

  • Portfolio
  • No. of Stocks 536
  • Current Value $6.43 Billion
  • Prior Value $7.18 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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