Meitav Investment House Reports 4.5% AUM Growth in March 2026
Event summary
- Meitav Investment House reported total AUM of NIS 427.3 billion as of March 31, 2026, up 4.5% from December 31, 2025.
- AUM breakdown: Pensions & Provident Funds (NIS 218.2B), Mutual Funds (NIS 112.1B), Portfolio Management (NIS 95.5B), Alternative Investments (NIS 1.5B).
- Non-bank credit portfolio stood at NIS 3,671 million, with 123.5 thousand retail brokerage clients.
- The report is part of Meitav's new monthly reporting mechanism for enhanced transparency.
The big picture
Meitav's AUM growth reflects broader trends in Israel's financial services sector, where investors increasingly demand transparency and diversified asset management solutions. The firm's strategic shift toward monthly reporting aligns with global moves toward real-time data disclosure, potentially setting a new standard for regional competitors.
What we're watching
- Sustainability of Growth
- Whether Meitav can maintain its 4.5% AUM growth pace amid market volatility.
- Transparency Impact
- How the new monthly reporting mechanism affects investor confidence and regulatory scrutiny.
- Diversification Strategy
- The pace at which Meitav expands its alternative investments segment to balance traditional AUM.
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