Meitav surges: Assets under management grew 17.3% YTD to nearly ₪480 billion

Meitav Investment House shows impressive growth in assets under management, crossing the ₪479 billion mark, up 17.3% in the first eight months of 2026. The provident and pension arm continues to lead the growth.

Meitav Investment House reports strong figures for August 2026, with total assets under management (AUM) reaching ₪479.6 billion—a 17.3% growth since year-end 2025. The provident and pension segment is the main driver with ₪251.5 billion. Concurrently, the non-bank credit portfolio stands at ₪4.15 billion, while the client base at retail brokerage arm Meitav Trade remains steady at 134,000.

Meitav Investment House (a public company and parent of Meitav Trade) published today (Thursday) its selected business indicators for August 2026, as part of a monthly disclosure mechanism adopted to increase investor transparency. The figures point to positive momentum and significant growth in the group's assets under management (AUM), which approached the half-trillion-shekel threshold.

17.3% growth in assets under management

According to the filing, Meitav's total assets under management stood at ₪479.6 billion at the end of August. This represents an increase of approximately 17.3% compared to total AUM at year-end 2025 (December 31, 2025). Growth is attributed to the investment house's various activities, with the provident and pension segment continuing to serve as the primary growth engine.

The breakdown of assets under management reveals the significant weight of the long-term savings channel:
Meitav Provident and Pension: Manages ₪251.5 billion, representing approximately 52.4% of the group's total AUM.
Meitav Mutual Funds: Manages ₪123.4 billion.
Meitav Portfolio Management: Manages ₪103.1 billion, of which approximately ₪8.1 billion is invested in mutual funds managed by the group itself.
Alternative Investments: Assets under management in this segment stand at ₪1.6 billion.

Additional operations: Credit and brokerage

Alongside growth in asset management, Meitav posted stable figures in other operational segments. The non-bank credit portfolio stood at ₪4.15 billion at the end of August, reflecting Meitav's position as a significant player in financing as well.

In retail brokerage, operated by subsidiary Meitav Trade Investments, a stable client base was maintained. According to separate disclosures by the parent company and Meitav Trade, the company had approximately 134,000 clients. This figure underscores Meitav Trade's foothold in Israel's independent trading market.

Meitav emphasized that the monthly figures are presented based on ongoing data and are un-audited and un-reviewed, serving as a supplement to the company's full periodic financial reports.