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Meitav Investment House Ltd
Ilan Raviv · Asset Manager · Multi-Strategy
Meitav Investment House Ltd is a leading Israeli financial institution established in 1979. Headquartered in Bnei Brak, it is one of Israel's largest investment houses, managing a wide array of assets including pension funds, provident funds, mutual funds, and managed portfolios. The firm is publicly traded on the Tel Aviv Stock Exchange and serves over 1.5 million private, corporate, and institutional clients. Meitav has significantly expanded its market presence through strategic mergers, most notably with Dash Apex in 2013. Today, the institution is recognized for its comprehensive expertise in the Israeli capital markets, its robust alternative investment offerings, and its leadership in digital trading and non-bank credit services.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +49.6% |
| YTD return | +26.2% |
| Sharpe ratio | 3.45 |
| Win rate | 47% |
| AUM | $6.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $6.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.meitav.co.il |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BKHYY | Bank Hapoalim ADR | 27.4% | 0.0% |
| ENLT | Enlight Renewable Energy Ltd. Ordinary Shares | 13.5% | +61.8% |
| TEVA | Teva Pharma Industries Ltd ADR | 6.0% | +19.8% |
| MSFT | Microsoft Corporation | 5.7% | +28.3% |
| TSM | Taiwan Semiconductor Manufacturing | 5.5% | +7.3% |
| AMZN | Amazon.com Inc | 5.4% | +5.1% |
| NVDA | NVIDIA Corporation | 4.9% | +10.1% |
| META | Meta Platforms Inc. | 4.3% | +0.4% |
| GOOGL | Alphabet Inc Class A | 4.2% | +18.5% |
| PANW | Palo Alto Networks Inc | 4.1% | +1.0% |
| V | Visa Inc. Class A | 2.7% | +11.1% |
| AVGO | Broadcom Inc | 2.4% | -2.7% |
| ZIM | ZIM Integrated Shipping Services Ltd | 2.3% | +23.3% |
| LLY | Eli Lilly and Company | 2.2% | -6.5% |
| UBER | Uber Technologies Inc | 1.8% | -2.9% |
| KKR | KKR & Co LP | 1.6% | -1.6% |
| MS | Morgan Stanley | 1.5% | -0.0% |
| NYAX | Nayax Ltd | 1.5% | -6.7% |
| FORTY | Formula Systems 1985 Ltd ADR | 1.5% | -2.5% |
| JPM | JPMorgan Chase & Co | 1.4% | +1.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 4.2% → 4.2% |
| Aug 31, 2026 | SELL | V | 2.5% → 2.7% |
| Aug 31, 2026 | SELL | PANW | 4.3% → 4.1% |
| Aug 31, 2026 | BUY | MS | 1.5% → 1.5% |
| Aug 31, 2026 | BUY | UBER | 1.7% → 1.8% |
Investment Style Analysis
Meitav Investment House Ltd is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $6.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Utilities - Renewable sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Meitav Investment House Ltd made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Meitav Investment House emphasizes a professional, responsible, and transparent approach to investment management. The firm leverages its decades of capital market experience to deliver diversified and sophisticated financial solutions tailored to the unique needs of its diverse client base. Its strategy involves a disciplined asset allocation process across multiple classes, including equities, fixed income, and alternative assets, aimed at generating consistent long-term returns. Meitav also prioritizes innovation and social responsibility, integrating advanced digital tools and ethical considerations into its core investment processes to remain competitive in a rapidly evolving global financial 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 Meitav Investment House Ltd.
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Frequently asked questions
How is the simulated portfolio for Meitav Investment House Ltd 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 Meitav Investment House Ltd's largest holding?
As of the latest filing, Meitav Investment House Ltd's top position is Bank Hapoalim ADR (BKHYY), representing 27.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Meitav Investment House Ltd's historical performance and risk profile?
Our simulation indicates a total return of +49.6% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.45, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Meitav Investment House Ltd primarily invest in?
Meitav Investment House Ltd has a strong preference for the Banks - Regional sector, which makes up 27.4% of their disclosed assets. The portfolio also has exposure to Utilities - Renewable, indicating a specific thematic focus.
Is Meitav Investment House Ltd's portfolio concentrated or diversified?
Meitav Investment House Ltd runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 47.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Meitav Investment House Ltd performed in 2026?
Our AI-simulated model portfolio for Meitav Investment House Ltd tracks a Year-to-Date (YTD) return of +26.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ilan Raviv manage Meitav Investment House Ltd directly?
Yes, Ilan Raviv serves as the key portfolio manager for Meitav Investment House Ltd, overseeing the investment strategy and final capital allocation decisions.