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
$0
$978,000 0.01% of portfolio
24,000
Q1 2024 New
$133B
$364,000 0.01% of portfolio
3,945
Q4 2024 Reduced 76.83%
$396M
$476,000 0.01% of portfolio
48,559
Q4 2024 Added 40.6%
$33.1B
$386,000 0.01% of portfolio
797
Q4 2024 Added 26.71%
$29.8B
$556,000 0.01% of portfolio
4,736
Q4 2024 Added 19.11%
$2.82B
$507,000 0.01% of portfolio
1,753
Q4 2024 Reduced 17.31%
$16.3B
$631,000 0.01% of portfolio
16,439
Q4 2024 Reduced 9.4%
$32.7B
$372,000 0.01% of portfolio
4,293
Q4 2024 Reduced 9.43%
$104B
$410,000 0.01% of portfolio
1,110
Q4 2024 Added 10.34%
$63.1B
$476,000 0.01% of portfolio
17,401
Q4 2024 New
$102B
$1.01 Million 0.01% of portfolio
1,597
Q4 2024 Reduced 3.5%
$21.7B
$519,000 0.01% of portfolio
1,400
Q4 2024 Reduced 2.17%
$0
$403,000 0.01% of portfolio
3,431
Q3 2024 Reduced 13.23%
$0
$883,000 0.01% of portfolio
15,939
Q4 2024 Added 6.68%
$28.2B
$392,000 0.01% of portfolio
6,848
Q4 2024 Reduced 4.84%
$144B
$655,000 0.01% of portfolio
1,547
Q4 2024 Reduced 9.8%
$17.2B
$831,000 0.01% of portfolio
22,361
Q4 2024 New
$210M
$875,000 0.01% of portfolio
336,785
Q4 2023 Reduced 77.64%
$2.64B
$530,000 0.01% of portfolio
23,513
Q4 2024 Added 51.85%
$121B
$400,000 0.01% of portfolio
5,014
Q4 2024 Added 5.85%
$140B
$443,000 0.01% of portfolio
1,797
Q4 2024 Added 16.31%
$20.4B
$551,000 0.01% of portfolio
3,608
Q4 2024 New
Amentum Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$230M
$162,000 0.0% of portfolio
16,382
Q4 2024 New
$25.9B
$162,000 0.0% of portfolio
15,348
Q3 2024 New
$29.6B
$237,000 0.0% of portfolio
1,078
Q4 2024 Reduced 26.32%
$9.74B
$333,000 0.0% of portfolio
9,821
Q4 2024 Reduced 9.64%
$39.7B
$264,000 0.0% of portfolio
445
Q4 2024 New
$93.1B
$334,000 0.0% of portfolio
1,656
Q4 2024 Added 11.44%
$83.6B
$224,000 0.0% of portfolio
1,740
Q4 2024 Added 16.23%
$6.97B
$225,000 0.0% of portfolio
734
Q4 2024 Reduced 4.68%
$5.74B
$216,000 0.0% of portfolio
1,067
Q4 2024 Reduced 4.56%
$0
$244,000 0.0% of portfolio
763,512
Q4 2024 Added 1,102.15%
$2.79B
$200,000 0.0% of portfolio
2,577
Q4 2024 Reduced 4.59%
$124B
$303,000 0.0% of portfolio
1,037
Q4 2024 Reduced 7.82%
$0
$251,000 0.0% of portfolio
2,819
Q4 2024 New
$0
$250,000 0.0% of portfolio
2,135
Q4 2023 New
$1.56B
$307,000 0.0% of portfolio
7,723
Q4 2024 Reduced 4.58%
$65B
$204,000 0.0% of portfolio
704
Q4 2024 New
$665M
$349,000 0.0% of portfolio
35,714
Q3 2024 New
$3.48B
$172,000 0.0% of portfolio
38,785
Q4 2024 Reduced 4.58%
$9.16B
$270,000 0.0% of portfolio
2,342
Q4 2024 Reduced 4.6%
$722M
$139,000 0.0% of portfolio
57,962
Q4 2024 Added 186.9%
Veralto Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.13%
Arko Corp
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 3.87%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$323,000 0.0% of portfolio
3,765
Q4 2024 Reduced 65.56%
$99.8B
$315,000 0.0% of portfolio
1,721
Q4 2024 Reduced 94.76%
Seaport Entmt Group Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 15.88%

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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