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
$168B
$28.5 Million 0.4% of portfolio
64,070
Q4 2024 Added 18.28%
$2.18B
$27.1 Million 0.38% of portfolio
2,703,780
Q4 2024 Reduced 31.42%
$688M
$27 Million 0.38% of portfolio
7,397,680
Q4 2024 Added 1.35%
$417M
$26.3 Million 0.37% of portfolio
8,497,994
Q4 2024 Added 5.88%
$0
$25.4 Million 0.35% of portfolio
335,238
Q4 2024 Reduced 0.33%
$819B
$25.4 Million 0.35% of portfolio
62,932
Q4 2024 Added 56.7%
$0
$22.9 Million 0.32% of portfolio
654,394
Q3 2024 Reduced 79.29%
$8.88B
$22.5 Million 0.31% of portfolio
104,988
Q4 2024 Reduced 15.32%
$260B
$22.4 Million 0.31% of portfolio
247,933
Q4 2024 Reduced 16.17%
$684M
$22.2 Million 0.31% of portfolio
712,246
Q4 2024 Reduced 4.44%
$397B
$21.6 Million 0.3% of portfolio
42,744
Q4 2024 Added 2.51%
$549B
$21.9 Million 0.3% of portfolio
69,201
Q4 2024 Added 3.62%
$718B
$21.2 Million 0.3% of portfolio
88,637
Q4 2024 Reduced 9.79%
$945M
$20.7 Million 0.29% of portfolio
919,348
Q4 2024 Reduced 10.02%
$264B
$20.9 Million 0.29% of portfolio
297,213
Q4 2024 Reduced 8.73%
$432B
$20.8 Million 0.29% of portfolio
22,740
Q4 2024 Reduced 8.22%
$318B
$19.9 Million 0.28% of portfolio
453,042
Q4 2024 Added 10.42%
$104M
$15.9 Million 0.22% of portfolio
3,748,541
Q2 2024 Reduced 4.41%
$12.1B
$14.9 Million 0.21% of portfolio
118,362
Q4 2024 Added 936.54%
$20.7B
$15.1 Million 0.21% of portfolio
194,261
Q3 2024 Reduced 61.81%
$817B
$14.7 Million 0.2% of portfolio
19,037
Q4 2024 Added 12.37%
$147B
$14.2 Million 0.2% of portfolio
117,384
Q4 2024 Added 11.67%
$6.22B
$14.2 Million 0.2% of portfolio
206,874
Q4 2024 Added 1,097.81%
$685B
$14.5 Million 0.2% of portfolio
32,010
Q4 2024 Added 7.84%
$29.6B
$13.9 Million 0.19% of portfolio
119,242
Q4 2024 Reduced 68.85%
$155B
$13.2 Million 0.18% of portfolio
55,055
Q4 2024 Reduced 17.91%
$0
$12.9 Million 0.18% of portfolio
21,953
Q4 2024 Added 7.39%
$0
$12 Million 0.17% of portfolio
49,381
Q4 2024 Reduced 11.73%
$145B
$12 Million 0.17% of portfolio
134,019
Q4 2024 Reduced 25.15%
$352M
$11.9 Million 0.17% of portfolio
1,942,322
Q4 2024 Reduced 38.28%
$265B
$12.4 Million 0.17% of portfolio
37,174
Q4 2024 Added 39.47%
$368B
$12.5 Million 0.17% of portfolio
32,040
Q4 2024 Added 62.66%
$293M
$11.2 Million 0.16% of portfolio
1,832,952
Q2 2024 Reduced 4.41%
$164B
$10.8 Million 0.15% of portfolio
97,124
Q4 2024 Added 5.44%
$109B
$10.9 Million 0.15% of portfolio
51,317
Q4 2024 Added 6.44%
$0
$10.4 Million 0.15% of portfolio
454,163
Q4 2024 Added 3.84%
$2.08B
$11 Million 0.15% of portfolio
2,200,000
Q4 2024 New
$0
$10.4 Million 0.14% of portfolio
81,772
Q4 2024 Reduced 31.03%
$2.67B
$10.4 Million 0.14% of portfolio
128,178
Q4 2024 Added 39.51%
$202B
$10.1 Million 0.14% of portfolio
101,305
Q4 2024 Reduced 38.01%
$130B
$9.22 Million 0.13% of portfolio
128,597
Q4 2024 Reduced 8.54%
$129B
$9.26 Million 0.13% of portfolio
56,920
Q4 2024 Reduced 25.43%
$0
$9.48 Million 0.13% of portfolio
183,980
Q4 2024 Added 6.33%
$453B
$8.42 Million 0.12% of portfolio
78,298
Q4 2024 Reduced 14.81%
$93.7M
$8.37 Million 0.12% of portfolio
4,980,604
Q2 2024 Reduced 4.38%
$137B
$8.73 Million 0.12% of portfolio
24,239
Q4 2024 Reduced 14.89%
$0
$7.91 Million 0.11% of portfolio
241,555
Q4 2024 Added 11.82%
$0
$8.15 Million 0.11% of portfolio
91,220
Q4 2024 Reduced 30.16%
$79.5B
$7.77 Million 0.11% of portfolio
21,041
Q4 2024 Reduced 25.44%

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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