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Bank Leumi le-Israel B.M.
Hanan Friedman · Bank/Insurer · Multi-Strategy
Bank Leumi le-Israel B.M. is Israel's oldest and one of its largest financial institutions, founded in 1902 as the Anglo-Palestine Company. Based in Tel Aviv, it is a leading universal bank providing a wide array of services including retail, corporate, and commercial banking, alongside private banking and capital market services. Historically, it served as Israel's central bank and issued the nation's first currency. Today, it focuses on long-term growth and technological innovation, such as digital transformation and AI-driven banking solutions, while maintaining a significant presence in the Israeli economy through extensive credit and mortgage portfolios.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +33.5% |
| YTD return | +19.9% |
| Sharpe ratio | 4.37 |
| Win rate | 60% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://english.leumi.co.il |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| VLY | Valley National Bancorp | 74.8% | +31.6% |
| RYCEY | Rolls Royce Holdings plc | 16.5% | 0.0% |
| SHEL | Shell PLC ADR | 5.8% | +26.5% |
| AZN | AstraZeneca PLC | 2.7% | -11.8% |
| BCS | Barclays PLC ADR | 0.3% | +11.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | SELL | BCS | 0.3% → 0.3% |
| Jul 20, 2026 | SELL | SHEL | 6.6% → 5.8% |
| Jul 20, 2026 | SELL | VLY | 78.0% → 74.8% |
| Jul 20, 2026 | SELL | AZN | 3.4% → 2.7% |
| Jul 20, 2026 | BUY | RYCEY | 11.7% → 16.5% |
Investment Style Analysis
Bank Leumi le-Israel B.M. is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Aerospace & Defense sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Bank Leumi le-Israel B.M. made a significant move by reducing the position in BCS. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bank Leumi's investment philosophy focuses on profitable long-term growth, conservative risk management, and the maintenance of a diversified portfolio of financial assets. The bank prioritizes technological innovation and "proactive banking" to deliver value across its retail, corporate, and private banking segments. Its strategy emphasizes operational efficiency, capital adequacy higher than regulatory minimums, and a commitment to sustainability, ensuring resilience and stability in a dynamic global and domestic economic landscape.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bank Leumi le-Israel B.M..
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Frequently asked questions
How is the simulated portfolio for Bank Leumi le-Israel B.M. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bank Leumi le-Israel B.M.'s largest holding?
As of the latest filing, Bank Leumi le-Israel B.M.'s top position is Valley National Bancorp (VLY), representing 74.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bank Leumi le-Israel B.M.'s historical performance and risk profile?
Our simulation indicates a total return of +33.5% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 4.37, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Bank Leumi le-Israel B.M. primarily invest in?
Bank Leumi le-Israel B.M. has a strong preference for the Banks - Regional sector, which makes up 74.8% of their disclosed assets. The portfolio also has exposure to Aerospace & Defense, indicating a specific thematic focus.
Is Bank Leumi le-Israel B.M.'s portfolio concentrated or diversified?
Bank Leumi le-Israel B.M. runs a highly concentrated portfolio with 5 disclosed positions. The top 3 holdings alone account for 97.1% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Bank Leumi le-Israel B.M. performed in 2026?
Our AI-simulated model portfolio for Bank Leumi le-Israel B.M. tracks a Year-to-Date (YTD) return of +19.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Hanan Friedman manage Bank Leumi le-Israel B.M. directly?
Yes, Hanan Friedman serves as the key portfolio manager for Bank Leumi le-Israel B.M., overseeing the investment strategy and final capital allocation decisions.