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Eli Schwartz / Haggai Schreiber

Phoenix Financial Ltd.

Assets Managed
$10.549B
Holdings
486
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
14.33%(2Q avg: -13.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Phoenix Financial Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 486 positions.

Assets under management

The assets under management (AUM) of Phoenix Financial Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.549B in assets, with a quarterly growth rate of 14.33% and a 2-quarter average growth rate of -13.46%. The portfolio is managed by Eli Schwartz / Haggai Schreiber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TEVA
Teva Pharmaceutical-sp Adr
Recent Activity
Increased 4.12%
12.22%
$1.288B
42.777M shares@ $30.13 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -11.45%
5.65%
$594.998M
3.391M shares@ $175.49 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -28.6%
4.33%
$456.148M
2.82M shares@ $161.73 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 39.1%
4.04%
$425.568M
2.043M shares@ $208.27 avg price
IXN
Ishares Global Tech Etf
Recent Activity
New Position
3.8%
$400.39M
4.005M shares@ $99.97 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 27.38%
3.77%
$397.378M
2.071M shares@ $191.93 avg price
IXJ
Ishares Global Healthcare Et
Recent Activity
Increased 75.74%
3.32%
$349.278M
3.734M shares@ $93.54 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 13.51%
3.27%
$344.406M
1.975M shares@ $174.4 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 25.59%
3%
$316.367M
1.103M shares@ $286.89 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.65%
2.63%
$277.364M
749,341 shares@ $370.15 avg price

1-10 of 486