Meitav Investment House Reports 17.3% AUM Growth in August 2026 — Meitav Investment House Ltd.

Event summary

Meitav Investment House reported total AUM of NIS 479.6 billion ($161 billion) as of August 31, 2026, up 17.3% from December 31, 2025.
AUM breakdown: Provident & Pension Funds (NIS 251.5 billion), Mutual Funds (NIS 123.4 billion), Portfolio Management (NIS 103.1 billion), Alternative Investments (NIS 1.6 billion).
Non-bank credit portfolio stood at NIS 4.15 billion ($1.39 billion), with 134,000 clients in its retail brokerage division.
Data published under monthly reporting mechanism adopted in March 2026 to enhance transparency.

The big picture

Meitav's strong AUM growth reflects its dominance in Israel's asset management sector. The monthly reporting mechanism signals a strategic shift toward greater transparency, potentially setting a new standard for the industry. The firm's diversified product offerings and large client base position it well to capitalize on long-term market trends.

What we're watching

Sustainability of Growth: Whether Meitav can maintain its 17.3% AUM growth pace amid potential market volatility.
Regulatory Compliance: How the Bank of Israel's policies may impact Meitav's non-bank credit portfolio.
Client Retention: The pace at which Meitav Trade can expand its retail brokerage client base.