Meitav Investment House Reports 5.6% AUM Growth in February 2026
Event summary
- Meitav Investment House reported total AUM of NIS 431.8 billion as of February 27, 2026, up 5.6% from December 31, 2025.
- AUM breakdown: Pensions & Provident Funds (NIS 219.5B), Mutual Funds (NIS 113.9B), Portfolio Management (NIS 96.9B), Alternative Investments (NIS 1.5B).
- Non-bank credit portfolio stood at NIS 3,580 million; retail brokerage client base grew to 121,000.
- Company introduced monthly reporting mechanism in March 2026 to enhance operational transparency.
The big picture
Meitav's February 2026 report highlights its strategic focus on transparency and asset diversification across pension funds, mutual funds, and alternative investments. The 5.6% AUM increase reflects strong market positioning but must be sustained against potential economic headwinds. The monthly reporting mechanism signals a governance shift toward proactive investor communication.
What we're watching
- Sustainability of Growth
- Whether Meitav can maintain its 5.6% AUM growth pace amid potential market volatility.
- Regulatory Compliance
- How TASE requirements may impact the company's new monthly reporting framework.
- Client Acquisition Strategy
- The effectiveness of Meitav Trade Ltd.'s retail brokerage expansion in driving long-term AUM growth.
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