Latest Harel Insurance Investments & Financial Services L Stock Portfolio
Harel Insurance Investments & Financial Services L Performance:
2025 Q4: 0.34%YTD: 16.14%2024: 12.07%
Performance for 2025 Q4 is 0.34%, and YTD is 16.14%, and 2024 is 12.07%.
About Harel Insurance Investments & Financial Services L and 13F Hedge Fund Stock Holdings
On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Harel Insurance Investments & Financial Services Ltd. reported an equity portfolio of $11.5 Billions as of 31 Dec, 2025.
The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are TEVA, XLB, GOOG. The fund has invested 12.2% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 5.7% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off FIDELITY NATL INFORMATION SV (FIS), UNITED AIRLS HLDGS INC (UAL) and ICL GROUP LTD stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), INVESCO EXCH TRADED FD TR II (CGW) and DELTA AIR LINES INC DEL (DAL). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in GLOBAL X FDS (BITS), FIRST TR EXCHANGE-TRADED FD (BGLD) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), GOLDMAN SACHS GROUP INC (GS) and BOEING CO (BA).
The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are TEVA, XLB, GOOG. The fund has invested 12.2% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 5.7% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off FIDELITY NATL INFORMATION SV (FIS), UNITED AIRLS HLDGS INC (UAL) and ICL GROUP LTD stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), INVESCO EXCH TRADED FD TR II (CGW) and DELTA AIR LINES INC DEL (DAL). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in GLOBAL X FDS (BITS), FIRST TR EXCHANGE-TRADED FD (BGLD) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), GOLDMAN SACHS GROUP INC (GS) and BOEING CO (BA).
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 0.34% in the last quarter. In trailing 12 months, it's portfolio return was 16.14%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 301,029,000 |
| first tr exchange-traded fd | 119,812,000 |
| global x fds | 56,244,000 |
| etoro group ltd | 43,136,000 |
| verisign inc | 9,308,000 |
| exelixis inc | 2,548,000 |
| invesco exch traded fd tr ii | 1,973,000 |
| abercrombie & fitch co | 1,309,000 |
New stocks bought by Harel Insurance Investments & Financial Services L
Additions
| Ticker | % Inc. |
|---|---|
| global x fds | 698,113 |
| goldman sachs group inc | 79,885 |
| boeing co | 11,291 |
| ge aerospace | 8,297 |
| vistra corp | 2,490 |
| bank america corp | 2,255 |
| ishares tr | 1,853 |
| netflix inc | 1,165 |
Additions to existing portfolio by Harel Insurance Investments & Financial Services L
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard world fd | -100 |
| invesco exch traded fd tr ii | -99.99 |
| delta air lines inc del | -99.88 |
| vanguard intl equity index f | -99.83 |
| comfort sys usa inc | -99.66 |
| select sector spdr tr | -99.6 |
| select sector spdr tr | -99.55 |
| ishares tr | -99.45 |
Harel Insurance Investments & Financial Services L reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| icl group ltd | -6,461,000 |
| fidelity natl information sv | -33,432,000 |
| united airls hldgs inc | -31,525,000 |
| urogen pharma ltd | -1,651,000 |
| forestar group inc | -2,003,000 |
| ituran location and control | -2,729,000 |
| delek us hldgs inc new | -1,614,000 |
| patrick inds inc | -2,417,000 |
Harel Insurance Investments & Financial Services L got rid off the above stocks
Sector Distribution
Harel Insurance Investments & Financial Services Ltd. has about 56.9% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Communication Services
- Industrials
- Consumer Cyclical
- Financial Services
| Sector | % |
|---|---|
| Others | 56.9 |
| Technology | 14.3 |
| Healthcare | 12.7 |
| Communication Services | 5.6 |
| Industrials | 3.6 |
| Consumer Cyclical | 3.2 |
| Financial Services | 2.5 |
Market Cap. Distribution
Harel Insurance Investments & Financial Services Ltd. has about 41.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 56.9 |
| LARGE-CAP | 23.6 |
| MEGA-CAP | 17.8 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 24.2% 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 | % |
|---|---|
| Others | 74.8 |
| S&P 500 | 24.2 |
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 432 stocks in it's portfolio. About 44.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. TEVA was the most profitable stock for Harel Insurance Investments & Financial Services Ltd. last quarter.
Last Reported on: 03 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.84 | 355,716 | 96,695,000 | added | 0.42 | ||
| AAXJ | ishares tr | 1.83 | 1,178,740 | 211,430,000 | added | 84.18 | ||
| AAXJ | ishares tr | 0.03 | 22,107 | 3,122,000 | reduced | -44.74 | ||
| AAXJ | ishares tr | 0.02 | 131,400 | 2,159,000 | added | 24.66 | ||
| AAXJ | ishares tr | 0.00 | 8,229 | 511,000 | reduced | -98.82 | ||
| AAXJ | ishares tr | 0.00 | 1,100 | 89,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 752 | 70,000 | added | 6.52 | ||
| AAXJ | ishares tr | 0.00 | 685 | 67,000 | reduced | -4.99 | ||
| AAXJ | ishares tr | 0.00 | 547 | 29,000 | reduced | -95.75 | ||
| AAXJ | ishares tr | 0.00 | 360 | 18,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.00 | 800 | 183,000 | new | |||
| ABC | cencora inc | 0.07 | 24,468 | 8,264,000 | added | 44.69 | ||
| ABNB | airbnb inc | 0.04 | 33,074 | 4,486,000 | added | 387 | ||
| ABT | abbott labs | 0.00 | 2,923 | 364,000 | added | 1.25 | ||
| ACM | aecom | 0.00 | 144 | 14,000 | added | 5.11 | ||
| ACN | accenture plc ireland | 0.01 | 3,838 | 1,030,000 | reduced | -8.86 | ||
| ACSG | dbx etf tr | 0.11 | 380,613 | 12,503,000 | reduced | -22.56 | ||
| ACSG | dbx etf tr | 0.01 | 13,338 | 640,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.04 | 99,882 | 5,064,000 | added | 0.61 | ||
| ACWF | ishares tr | 0.00 | 5,434 | 393,000 | unchanged | 0.00 | ||