Phoenix Financial Ltd.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$15.71B
13F filings
2
Latest filing
Nov 13, 2025

Top 10 holdings

TEVA $834.16M
10.17% of AUM
TEVA $834.16M
11.12% of AUM
ACWI $448.48M
5.47% of AUM
ACWI $448.48M
5.98% of AUM
RSP $335.39M
4.09% of AUM
RSP $335.39M
4.47% of AUM
MSFT $324.30M
4.32% of AUM
MSFT $312.96M
3.81% of AUM
NVDA $271.51M
3.62% of AUM
VONV $259.53M
3.46% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Phoenix Financial Ltd.. Reported assets under management total $15.71B.

View live Phoenix Financial Ltd. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Phoenix Financial Ltd. have under management?
Per Phoenix Financial Ltd.'s most recent SEC Form 13F filing dated Nov 13, 2025, total assets under management are $15.71B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Phoenix Financial Ltd. submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Phoenix Financial Ltd.. Filings are due 45 days after quarter-end.
Where does Phoenix Financial Ltd.'s holdings data come from?
Every position shown on this page sources back to Phoenix Financial Ltd.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.