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
$527M
$24 Million 0.37% of portfolio
6,069,918
Q3 2024 Added 3.5%
$542B
$22.6 Million 0.35% of portfolio
41,160
Q1 2025 Reduced 29.92%
$0
$22.6 Million 0.35% of portfolio
278,063
Q1 2025 Reduced 52.23%
$6.24B
$22.3 Million 0.35% of portfolio
358,600
Q1 2025 Added 73.34%
$857M
$21.9 Million 0.34% of portfolio
7,419,080
Q1 2025 Added 0.29%
$606M
$21.4 Million 0.33% of portfolio
2,585,985
Q1 2025 Added 2.54%
$767B
$20.6 Million 0.32% of portfolio
24,889
Q1 2025 Added 30.74%
$187B
$20.8 Million 0.32% of portfolio
54,349
Q1 2025 Reduced 15.17%
$2.38B
$19.8 Million 0.31% of portfolio
2,703,780
Q4 2024 Reduced 31.42%
$436B
$18.5 Million 0.29% of portfolio
19,570
Q1 2025 Reduced 13.94%
$256B
$18.9 Million 0.29% of portfolio
215,733
Q1 2025 Reduced 12.99%
$581B
$18.4 Million 0.29% of portfolio
52,414
Q1 2025 Reduced 24.26%
$278B
$17.5 Million 0.27% of portfolio
244,063
Q1 2025 Reduced 17.88%
$59.3B
$17.3 Million 0.27% of portfolio
101,363
Q1 2025 Reduced 78.52%
$0
$16.9 Million 0.26% of portfolio
221,714
Q1 2025 Reduced 48.19%
$793B
$16.6 Million 0.26% of portfolio
67,854
Q1 2025 Reduced 23.45%
$1.04T
$15.4 Million 0.24% of portfolio
59,458
Q1 2025 Reduced 5.52%
$3.19B
$15.4 Million 0.24% of portfolio
794,659
Q1 2025 Reduced 43.78%
$288B
$14.8 Million 0.23% of portfolio
28,312
Q1 2025 Reduced 33.76%
$108B
$14.4 Million 0.22% of portfolio
49,852
Q1 2025 Added 128.76%
$264B
$14.2 Million 0.22% of portfolio
53,012
Q1 2025 Added 42.61%
$356B
$13.6 Million 0.21% of portfolio
326,163
Q1 2025 Reduced 28.01%
$72B
$13.5 Million 0.21% of portfolio
168,039
Q1 2025 Reduced 86.62%
$20.4B
$12.6 Million 0.2% of portfolio
138,396
Q1 2025 Reduced 28.76%
$545B
$12.9 Million 0.2% of portfolio
13,865
Q1 2025 Added 64.69%
$156B
$12.7 Million 0.2% of portfolio
44,873
Q1 2025 Reduced 18.49%
$337M
$12.3 Million 0.19% of portfolio
1,942,322
Q4 2024 Reduced 38.28%
$1.08B
$11.8 Million 0.18% of portfolio
546,514
Q1 2025 Reduced 40.55%
$362B
$11.3 Million 0.18% of portfolio
30,919
Q1 2025 Reduced 3.5%
$0
$11.5 Million 0.18% of portfolio
20,588
Q1 2025 Reduced 6.22%
$469B
$11.5 Million 0.18% of portfolio
97,050
Q1 2025 Added 23.95%
$0
$11.8 Million 0.18% of portfolio
513,307
Q1 2025 Added 13.02%
$306M
$10.9 Million 0.17% of portfolio
1,654,952
Q1 2025 Reduced 9.71%
$107B
$11 Million 0.17% of portfolio
45,029
Q1 2025 Reduced 12.25%
$103B
$10.8 Million 0.17% of portfolio
16,045
Q1 2025 Added 176.07%
$145B
$10.7 Million 0.17% of portfolio
105,907
Q1 2025 Reduced 20.98%
$0
$10 Million 0.16% of portfolio
190,920
Q1 2025 Added 3.77%
$143B
$10.3 Million 0.16% of portfolio
27,774
Q1 2025 Added 14.58%
$138B
$9.8 Million 0.15% of portfolio
41,478
Q1 2025 Added 27.42%
$0
$9.81 Million 0.15% of portfolio
295,101
Q1 2025 Added 22.17%
$144B
$9.34 Million 0.15% of portfolio
76,663
Q1 2025 Reduced 34.69%
$216B
$9.55 Million 0.15% of portfolio
15,551
Q1 2025 Added 220.57%
$793M
$8.95 Million 0.14% of portfolio
689,236
Q1 2025 Added 1.32%
$774M
$9.26 Million 0.14% of portfolio
256,021
Q1 2025 Reduced 64.05%
$0
$8.95 Million 0.14% of portfolio
256,326
Q1 2025 Added 146.63%
$62.1M
$9.11 Million 0.14% of portfolio
3,748,541
Q2 2024 Reduced 4.41%
$205B
$8.24 Million 0.13% of portfolio
91,855
Q1 2025 Reduced 9.33%
$152B
$8.17 Million 0.13% of portfolio
56,289
Q1 2025 Reduced 1.11%
$145B
$8.6 Million 0.13% of portfolio
121,329
Q1 2025 Reduced 5.65%

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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