DUN'S 100 - 2016

30 / 730

 A subsidiary of a ranked company | Company shares are traded in Israel | Company shares are traded abroad | Estimated figures
Financial Services Ranking
Investment Houses
1 Psagot Investment
House 187,998.0 -2.6 64,510.0 28,041.0 55,564.0 29,298.0 13,255.0 6,064.5 843 Himalaya Ltd. 1 51
2 Meitav DS  116,236.0 -8.2 19,357.0 28,100.0 39,072.0 30,671.0 1,908.0 2,152.5 891 – 2
3 Excellence Investment
 80,315.0 -9.1 10,110.0 20,384.0 22,294.0 29,361.0 – 3,650.7 606 The Phoenix Holdings 3 52
4 Altshuler Shaham 65,749.3 4.4 15,959.9 19,353.6 36,681.8 – 562.2 1,643.7 471 – 4
5 Yelin Lapidot 52,446.0 18.3 15,830.0 22,339.0 18,982.0 – – 2,383.9 200 Leader Financial Assets
Management (2005) 6
6 Harel Finance 47,520.0 -17.9 13,581.0 24,665.0 – 14,116.0 – 792.0 212 Harel Insurance Investments
& Financial Services 5
7
I.B.I. Investments
House 36,955.6 -6.4 29,237.5 11,761.7 3,828.2 – – 859.4 370 – 7
8 Infinity Investment
Group 35,573.5 3.9 6,749.0 – 30,073.5 – – 1,422.9 125 – 9
9 Migdal Capital Markets 33,062.1 -6.1 6,801.7 26,891.9 – – – 1,944.8 167 Migdal Insurance And
Financial Holldings 8
10 Peilim Portfolio
Management 16,641.7 9.9 16,641.7 – – – – 723.6 70 Bank Hapoalim 10 53
11 Halman - Aldubi
Investment House 13,894.7 3.7 983.4 504.1 10,992.3 – 1,438.0 731.3 225 – 12
12 Menora Mivtachim
Finance 10,817.0 -20.1 1,298.0 9,685.0 – – – 676.1 67 Menora Mivtachim
Holdings 11
13 Analyst 10,226.0 -20.8 2,037.0 4,596.0 4,656.0 – – 444.6 133 – 13
14 MORE Investment
House 9,054.6 43.2 2,328.3 7,032.3 – – – 696.5 46 Y.D. More Investment 17 54
15 Alumot Investment
House 8,600.8 24.9 1,284.5 7,447.9 – – – 955.6 57 B.t.h holdings and
financial investments 16
16 Ayalon Investment
House 7,937.5 -7.7 9,470.3 3,102.1 945.1 – – 360.8 45 Ayalon Holdings 14
Company
Total Portfolio Portfolio
Management
Mutual
Funds
Provident
Funds
Exchange
Traded Notes
Pension
Funds
Total
Portfolio /
Investment
Managers
no.
Employees
Parent Company
Rank 2015
Profile
NIS Millions Change (%) NIS Millions NIS Millions NIS Millions NIS Millions NIS Millions No. See
Page rank 2016
Portfolio Management Companies
1 Psagot Securities 64510.0 Psagot Investment House
2 I.B.I. Amban Asset Management 29237.5 I.B.I. Investments House
3 Meitav Dash Portfolio Management 19357.0 Meitav DS
4 Peilim Portfolio Management 16641.7 Peilim Portfolio Management 53
5 Altshuler Shaham Portfolio Management 15959.9 Altshuler Shaham
6 Yelin Lapidot Investment Portfolio Management 15830.0 Yelin Lapidot
7 Harel Finance Asset Management 13581.0 Harel Finance
8 Excellence - Zmiha Securities & Investments 10110.0 Excellence Investment
9 Ayalon Financial Solutions (2004) 9470.3 Ayalon Investment House
10 Migdal Investment Portfolio Management (1988) 6801.7 Migdal Capital Markets
11 Infinity Investment Group 6749.0 Infinity Investment Group
12 MORE Investment House Portfolio Management 2328.3 MORE Investment House
13 Analyst Portfolio Management 2037.0 Analyst
14 Menora Mivtachim Investment Portfolio Management 1298.0 Menora Mivtachim Finance
15 Alumot Investment Portfolio Management 1284.5 Alumot Investment House
16 Halman - Aldubi Portfolio Management (2007) 983.4 Halman - Aldubi Investment House
Company
Portfolio Management
Parent Company
Profile
NIS Millions See
Page rank 2016
30
2016 | DUN’S 100 DUN’S 100 | 2016
DUN’S 100 | 2016 2016 | DUN’S 100
Financial Services