Meitav Investment House Reports 13.5% AUM Growth in May 2026
Event summary
- Meitav Investment House reported total AUM of NIS 464.2 billion as of May 31, 2026, up 13.5% from December 31, 2025.
- AUM breakdown: Pensions & Provident Funds (NIS 240.1B), Mutual Funds (NIS 120.6B), Portfolio Management (NIS 102.0B), Alternative Investments (NIS 1.5B).
- Retail brokerage client base grew to 128,000 clients at Meitav Trade Ltd.
- Non-bank credit portfolio stood at NIS 3.76 billion.
The big picture
Meitav Investment House continues to solidify its position as Israel's largest investment house, with a strategic focus on enhancing transparency through monthly AUM reports. The firm's diversified portfolio across pensions, mutual funds, and alternative investments positions it well in a competitive financial services landscape. The 13.5% increase in AUM reflects strong market demand for its services, particularly in the non-bank credit segment.
What we're watching
- Sustainability of Growth
- Whether Meitav can maintain its 13.5% AUM growth rate amid potential market volatility.
- Client Acquisition Strategy
- How the firm will leverage its retail brokerage platform to expand its client base further.
- Regulatory Compliance
- The impact of TASE regulations on Meitav's reporting and operational transparency.
Related topics