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Latest Harel Insurance Investments & Financial Services L Stock Portfolio

$20.58Billion | No. of Holdings #531

Harel Insurance Investments & Financial Services L Performance

2026 Q2+11.66%
YTD+11.03%
2025+31.37%

About Harel Insurance Investments & Financial Services L and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Harel Insurance Investments & Financial Services Ltd. reported an equity portfolio of $20.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are TEVA, NVMI, GOOG. The fund has invested 7.9% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 5.6% of portfolio in NOVA LTD. <br><br> The fund managers got completely rid off GLOBAL X FDS (BITS), HONEYWELL INTL INC (HON) and MARVELL TECHNOLOGY INC (MRVL) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), ISHARES TR (AAXJ) and SELECT SECTOR SPDR TR (XLB). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in CHENIERE ENERGY INC (LNG), PERSHING SQUARE USA LTD and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (ACWV), GE VERNOVA INC and KLA CORP (KLAC).
Harel Insurance Investments & Financial Services L Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$20.58Billion
  as of Jul 29, 2026

Harel Insurance Investments & Financial Services L Annual Return Estimates Vs S&P 500

Our best estimate is that Harel Insurance Investments & Financial Services Ltd. made a return of 11.66% in the last quarter. In trailing 12 months, it's portfolio return was 36.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cheniere energy inc312,706,000
pershing square usa ltd128,267,000
pimco etf tr114,399,000
honeywell intl inc107,446,000
honeywell aerospace inc106,211,000
pershing square inc34,370,000
wisdomtree tr27,139,000
cloudflare inc24,651,000
New stocks bought by Harel Insurance Investments & Financial Services L

Additions

Ticker% Inc.
ishares inc1,081,900
ge vernova inc250,040
kla corp209,279
morgan stanley134,400
ishares tr59,082
enphase energy inc32,094
solaredge technologies inc31,143
centene corp del18,400
Additions to existing portfolio by Harel Insurance Investments & Financial Services L

Reductions

Ticker% Reduced
ishares tr-97.34
select sector spdr tr-96.81
pegasystems inc-96.1
cencora inc-93.07
paylocity hldg corp-93.01
lyft inc-92.83
doximity inc-91.45
ishares silver tr-89.37
Harel Insurance Investments & Financial Services L reduced stake in above stock

Sold off

None of the stocks were completely sold off by Harel Insurance Investments & Financial Services L

Sector Distribution

Harel Insurance Investments & Financial Services Ltd. has about 47.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Energy
  • Consumer Defensive
Sector%
Others47.7
Technology24
Healthcare8.2
Communication Services7.1
Financial Services3.3
Consumer Cyclical3.1
Industrials2.7
Energy1.6
Consumer Defensive1.5

Market Cap. Distribution

Harel Insurance Investments & Financial Services Ltd. has about 50.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED47.7
MEGA-CAP34.3
LARGE-CAP15.8
MID-CAP2.2

Stocks belong to which Index?

About 37.2% of the stocks held by Harel Insurance Investments & Financial Services Ltd. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others61.9
S&P 50037.2
Top 5 Winners (%)%
MU
micron technology inc
211.1 %
sandisk corp
114.4 %
WDC
western digital corp
109.5 %
DDOG
datadog inc
103.4 %
ACWV
ishares inc
100.0 %
Top 5 Winners ($)$
PANW
palo alto networks inc
306.3 M
NVMI
nova ltd
233.2 M
TSM
taiwan semiconductor manufac
192.9 M
TSEM
tower semiconductor ltd
181.8 M
GOOG
alphabet inc
178.0 M
Top 5 Losers (%)%
STKH
steakholder foods ltd
-100.0 %
VAW
vanguard world fd
-73.2 %
IJR
ishares tr
-60.4 %
AAXJ
ishares tr
-51.3 %
AFK
vaneck etf trust
-50.0 %
Top 5 Losers ($)$
VAW
vanguard world fd
-788.2 M
BITS
global x fds
-63.9 M
ESLT
elbit sys ltd
-24.3 M
NICE
nice ltd
-18.9 M
WMT
walmart inc
-13.4 M

Harel Insurance Investments & Financial Services L Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Harel Insurance Investments & Financial Services L

Harel Insurance Investments & Financial Services Ltd. has 531 stocks in it's portfolio. About 41.1% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Harel Insurance Investments & Financial Services Ltd. last quarter.

$20.58BTotal Value
500Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Harel Insurance Investments & Financial Services L, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
1.61%2,110,160
$331.62M
1.61%
increased 6068.8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0.04%48,200
$8.45M
0.04%
decreased 97.34 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0.02%162,178
$3.32M
0.02%
increased 12.59 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0%18,929
$441.0K
0%
decreased 17.8 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0%1,100
$88.0K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0%708
$84.0K
0%
decreased 5.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0%575
$81.0K
0%
decreased 16.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0%547
$29.0K
0%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Harel Insurance Investments & Financial Services L's holding in Etf Ser Solutions over time
0%9,000
$299.0K
0%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Harel Insurance Investments & Financial Services L's holding in Etf Ser Solutions over time
0%400
$66.0K
0%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Harel Insurance Investments & Financial Services L's holding in Dbx Etf Tr over time
0.13%734,945
$26.94M
0.13%
decreased 0.09 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Harel Insurance Investments & Financial Services L's holding in Dbx Etf Tr over time
0.01%42,114
$2.26M
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Harel Insurance Investments & Financial Services L's holding in Ishares Tr over time
0.03%106,631
$5.37M
0.03%
increased 3.88 percentadded