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Index

  
  

Investment Houses According to Value of Managed Assests (Including Provident Funds)

Rank in Sector 2012Company NameTotal Value of Managed Assets ($M)Total Value of Mutual Funds($M)Total Value of Provident Funds ($M)Major OwnershipStartedWebsiteRank in Sector 2011index
1Psagot Investment House Ltd.36,5146,47512,149Aipex Group1963www...1-
2Excellence Investments Group16,1234,5804,685Phoenix, Gil Deutch, Aharon Biram1992www...2-
3DS Apex Holdings15,1302,5845,889Eli Barkat, Nir Barkat, Yuval Rakavy1992www...4-
4Clal Finance Ltd.12,8502,344-Clal Insurance Holdings1965www...3-
5Meitav Investment House Ltd11,8314,3873,205Zvi Stepak, Shlomo Simnovski, Gaon Capital Markets, Direct I.D.I.1979www...5-
6IBI Investment House Group7,1832,551451Zvi Lubetzky, David Weisberg, Emanuel kook, Yakov Alexander1971www...7-
7Harel Finance Holdings Ltd.6,9124,441-Harel Insurance Investments & Financial Services1977www...6-
8Menora Mivtachim Finance5,5561,9443,496Menahem Gurevitz2005www...8-
9Migdal Capital Markets Group5,1894,017-Migdal Group1965www...9-
10Altshuler Shaham4,8471,1832,843Gilad Altshuler, Kalman Shaham1990www...10-
11Yellin Lapidot3,9759681,669Leader Asset management, Dov Yellin, Yair Lapidot2004www...11-
12Peilim2,617--Bank Hapoalim1987www...12-
13Halman Aldubi Group2,301-1,679Halman Roni, Aldubi Uri2001www...14-
14Analyst I.M.S. Group2,1495231,282Shmuel Lev, Ehud Shiloni1985www...13-
15Epsilon Investment House Group1,439*654209Koor Industries, Shmuel Frankel1988www...15-
16Tamir Fishman Investment House*1,178*188157Tamir Fishman Group, RBC1996www...16-
17Tachlit Investment House668--Israel Discount Bank1987www...17-
18Impact Portfolio Management416--Union Bank Of Israel1996www...18-
* Estimated Data
  
 
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