<%@ Language=VBScript %>
© Dun's 100 2011 - Investment Houses - by Total Portfolio






Dun's 100 Israel's Largest Enterprises






HomePage  |  Financial Services Ranking  |   2011 - Investment Houses - by Total Portfolio  |  

Investment Houses - 2011

by Total Portfolio

Hebrew

back


Description -
Investment Houses

Investment Houses – two separate rankings are presented, with and without long-term saving. Rankings are by total investment portfolio and divided according to the following components:
1) Customers capital in Investment portfolios
2) Trust Funds
3) Index linked notes
4) Providence Funds


Rank
2011
Company
Total Portfolio Investments Portfolio Exchange Traded Notes
Pension Funds
Employees
Parent Company
Rank
2010
NIS Millions Changes (%) Customers Capital
NIS Millions
Mutual Funds
NIS Millions
NIS Millions NIS Millions
1

127769.0
5.6
43679.0
28225.0
8622.0
50367.0
753
Apax Partners Ventures (Israel) Ltd.
1
2

61761.0
16.7
6965.0
18857.0
17501.0
19021.0
552
_
3
3

55099.0
-0.2
42492.0
9399.0
7070.0
_
385
Clal Insurance Enterprises Holding
2
4
DS Apex $
42600.0
7.8
8900.0
10600.0
_
24000.0
312
BRM Group Ltd
4
5
Meitav Investment House
34045.0
24.1
10940.0
12726.0
1302.0
13106.0
390
_
5
6

30790.0
10.4
6463.9
14214.7
_
11614.0
243
Migdal Holldings
6
7
Harel Finance
27560.3
50.1
5048.2
20754.2
3057.9
_
204
Harel Insurance & Finance Ltd
8
8

25646.0
_
5056.0
_
_
21504.0
97
_
_
9
I.B.I. Investments House $
22066.5
24.8
12645.4
11450.2
_
1648.4
212
_
9
10
Menora Mivtachim Finance
20656.7
11.6
3881.0
7429.0
_
12612.0
134
Menora Mivtachim Holdings
7
11
Altshuler - Shaham
18919.2
36.0
4817.5
5818.4
_
10040.0
201
_
11
12
Tachlit Investment House
16613.6
16.6
2873.6
_
13820.0
_
109
Israel Discount Bank
10
13
Yelin Lapidot Holdings
12834.0
46.9
6000.0
3913.0
_
4121.0
70
Leader Financial Assets Management (2005)
12
14

10000.0
25.0
10000.0
_
_
_
70
Bank HaPoalim
13
15

9966.0
49.7
2543.0
1065.9
_
6568.2
43
Ayalon Holdings LTD
_
16
Analyst $
8558.0
21.2
2286.0
2590.0
_
5006.0
118
_
15
17
Halman - Aldubi Finance
7573.0
4.8
187.0
275.0
_
7130.0
140
_
14

A subsidiary of a ranked company ~ Estimated Figures @ Company shares are traded abroad $ Company shares are traded in Israel