Harel Insurance Investments & Financial Services Ltd. Portfolio Holdings

Harel Insurance Investments & Financial Services Ltd.

  • $6.11 Billion
  • Q4 2024

Harel Insurance Investments & Financial Services Ltd. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.11 Billion distributed in 474 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $499M, Vanguard Information Technolog with a value of $420M, Select Sector Spdr Fund Health with a value of $400M, Technology Sector Spdr with a value of $397M, and Global X Fds Us Infrastructure with a value of $277M.

Examining the 13F form we can see an increase of $306M in the current position value, from $5.8B to 6.11B.

Below you can find more details about Harel Insurance Investments & Financial Services Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $6.11 Billion
ETFs: $4.15 Billion
Technology: $1 Billion
Consumer Cyclical: $215 Million
Financial Services: $207 Million
Communication Services: $185 Million
Industrials: $169 Million
Healthcare: $53.7 Million
Consumer Defensive: $21.1 Million
Other: $13.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$228B
$42,000 0.0% of portfolio
118
Q4 2024 New
$6.43B
$18,000 0.0% of portfolio
2,609
Q4 2024 Reduced 48.76%
$355M
$25,000 0.0% of portfolio
4,017
Q4 2024 Added 52.27%
$1.66B
$12,000 0.0% of portfolio
535
Q4 2024 Reduced 18.82%
$14.4B
$10,000 0.0% of portfolio
100
Q4 2024 Reduced 3.85%
$106B
$280,000 0.0% of portfolio
864
Q4 2024 Reduced 98.29%
$2.42B
$18,000 0.0% of portfolio
190
Q4 2024 Reduced 19.83%
$47.4B
$144,000 0.0% of portfolio
1,692
Q4 2024 Reduced 11.41%
$5.34B
$26,000 0.0% of portfolio
1,168
Q4 2024 Reduced 65.68%
$1.25B
$18,000 0.0% of portfolio
461
Q4 2024 Reduced 34.42%
$105B
$8,000 0.0% of portfolio
47
Q3 2024 Reduced 77.83%
$7.65B
$25,000 0.0% of portfolio
772
Q4 2024 Reduced 21.54%
$85B
$6,000 0.0% of portfolio
170
Q2 2024 New
Brookfield Corp
-
$40,000 0.0% of portfolio
-
Q4 2022 New
$13.4B
$99,000 0.0% of portfolio
961
Q4 2024 Reduced 18.28%
$87.9B
$162,000 0.0% of portfolio
539
Q4 2024 Added 26.53%
$9.92B
$4,000 0.0% of portfolio
50
Q4 2024 Reduced 32.43%
$57.9B
$27,000 0.0% of portfolio
2,000
Q4 2021 New
$21.1B
$17,000 0.0% of portfolio
755
Q4 2024 Reduced 27.26%
$4.85B
$26,000 0.0% of portfolio
265
Q4 2024 Reduced 55.54%
$0
$13,000 0.0% of portfolio
586
Q4 2024 Added 2.27%
$1.07B
$147,000 0.0% of portfolio
24,346
Q4 2024 Reduced 0.39%
$469M
$19,000 0.0% of portfolio
1,597
Q4 2024 Added 13.75%
$53.1B
$42,000 0.0% of portfolio
143
Q4 2024 Reduced 3.38%
$4.33B
$31,000 0.0% of portfolio
379
Q4 2024 Reduced 15.96%
$29.9B
$6,000 0.0% of portfolio
70
Q2 2024 New
$435M
$68,000 0.0% of portfolio
40,798
Q4 2024 Added 35.85%
$1.47B
$99,000 0.0% of portfolio
3,066
Q4 2024 Added 51.93%
$85.7B
$22,000 0.0% of portfolio
23
Q3 2023 Reduced 92.58%
$0
$154,000 0.0% of portfolio
262
Q2 2024 New
$0
$54,000 0.0% of portfolio
803
Q4 2024 Reduced 15.21%
$0
$87,000 0.0% of portfolio
1,100
Q4 2022 Reduced 53.19%
$0
$18,000 0.0% of portfolio
360
Q1 2021 New
$0
$30,000 0.0% of portfolio
588
Q1 2024 Reduced 93.6%
$0
$5,000 0.0% of portfolio
97
Q3 2024 New
$0
$14,000 0.0% of portfolio
266
Q2 2021 Reduced 11.63%
$0
$68,000 0.0% of portfolio
1,460
Q4 2024 New
$0
$139,000 0.0% of portfolio
2,500
Q4 2024 Added 127.27%
$0
$26,000 0.0% of portfolio
470
Q4 2024 Added 161.11%
$0
$8,000 0.0% of portfolio
724
Q4 2024 Reduced 84.67%
$0
$160,000 0.0% of portfolio
2,214
Q4 2024 Reduced 5.06%
$0
$78,000 0.0% of portfolio
598
Q1 2020 Reduced 40.08%
$0
$98,000 0.0% of portfolio
1,014
Q3 2023 Added 69.0%
$0
$54,000 0.0% of portfolio
1,293
Q4 2024 Reduced 11.62%
$0
$22,000 0.0% of portfolio
220
Q1 2023 New
$0
$143,000 0.0% of portfolio
1,667
Q4 2024 Reduced 1.48%
$0
$43,000 0.0% of portfolio
460
Q1 2024 New
$0
$66,000 0.0% of portfolio
883
Q2 2021 Reduced 9.62%
$0
$110,000 0.0% of portfolio
1,775
Q1 2024 Added 400.0%

Summary

  • Portfolio
  • No. of Stocks 474
  • Current Value $6.11 Billion
  • Prior Value $5.8 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 128 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
Track This Portfolio

Track Harel Insurance Investments & Financial Services Ltd. Portfolio

Follow Harel Insurance Investments & Financial Services Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harel Insurance Investments & Financial Services Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Harel Insurance Investments & Financial Services Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email