Latest Harel Insurance Investments & Financial Services L Stock Portfolio
Harel Insurance Investments & Financial Services L Performance:
2025 Q1: -2.55%YTD: -2.55%2024: 8.32%
Performance for 2025 Q1 is -2.55%, and YTD is -2.55%, and 2024 is 8.32%.
About Harel Insurance Investments & Financial Services L and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Harel Insurance Investments & Financial Services Ltd. reported an equity portfolio of $7.6 Billions as of 31 Mar, 2025.
The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are XLB, XLB, XLB. The fund has invested 6.7% of it's portfolio in SELECT SECTOR SPDR TR and 5.9% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off SPDR SER TR (BIL), FIRST TR EXCHANGE TRADED FD (CARZ) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), GARRETT MOTION INC (GTX) and ALIBABA GROUP HLDG LTD (BABA). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in ISHARES TR (IJR), FIDELITY COVINGTON TRUST (FBCG) and NICE LTD. The fund showed a lot of confidence in some stocks as they added substantially to ORMAT TECHNOLOGIES INC (ORA), TEVA PHARMACEUTICAL INDS LTD (TEVA) and DOCUSIGN INC (DOCU).
The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are XLB, XLB, XLB. The fund has invested 6.7% of it's portfolio in SELECT SECTOR SPDR TR and 5.9% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off SPDR SER TR (BIL), FIRST TR EXCHANGE TRADED FD (CARZ) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), GARRETT MOTION INC (GTX) and ALIBABA GROUP HLDG LTD (BABA). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in ISHARES TR (IJR), FIDELITY COVINGTON TRUST (FBCG) and NICE LTD. The fund showed a lot of confidence in some stocks as they added substantially to ORMAT TECHNOLOGIES INC (ORA), TEVA PHARMACEUTICAL INDS LTD (TEVA) and DOCUSIGN INC (DOCU).
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 -2.55% in the last quarter. In trailing 12 months, it's portfolio return was 0.82%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 116,274,000 |
| fidelity covington trust | 113,937,000 |
| nice ltd | 98,485,000 |
| ishares tr | 89,670,000 |
| taiwan semiconductor mfg ltd | 70,227,000 |
| spdr ser tr | 48,660,000 |
| novo-nordisk a s | 39,499,000 |
| magic software enterprises l | 35,911,000 |
New stocks bought by Harel Insurance Investments & Financial Services L
Additions
| Ticker | % Inc. |
|---|---|
| ormat technologies inc | 273,109 |
| teva pharmaceutical inds ltd | 197,885 |
| docusign inc | 66,884 |
| honeywell intl inc | 65,414 |
| delta air lines inc del | 45,169 |
| ishares tr | 18,000 |
| ishares tr | 16,001 |
| resmed inc | 15,366 |
Additions to existing portfolio by Harel Insurance Investments & Financial Services L
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -99.86 |
| alibaba group hldg ltd | -99.31 |
| applied matls inc | -98.67 |
| centene corp del | -95.06 |
| cyberark software ltd | -92.65 |
| targa res corp | -91.69 |
| moderna inc | -91.67 |
| invesco exchange traded fd t | -91.48 |
Harel Insurance Investments & Financial Services L reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vaneck etf trust | -1,170,000 |
| gilat satellite networks ltd | -95,000 |
| vertiv holdings co | -1,071,000 |
| sunnova energy intl inc. | -28,000 |
| vinfast auto ltd | -29,000 |
| sunrun inc | -26,000 |
| xpeng inc | -26,000 |
| stellantis n.v | -18,000 |
Harel Insurance Investments & Financial Services L got rid off the above stocks
Sector Distribution
Harel Insurance Investments & Financial Services Ltd. has about 72.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 72.8 |
| Technology | 8.6 |
| Industrials | 5.2 |
| Healthcare | 4.9 |
| Financial Services | 2.7 |
| Communication Services | 2.3 |
| Consumer Cyclical | 2.1 |
Market Cap. Distribution
Harel Insurance Investments & Financial Services Ltd. has about 24.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 72.8 |
| LARGE-CAP | 13.7 |
| MEGA-CAP | 11.2 |
| MID-CAP | 1.9 |
Stocks belong to which Index?
About 20.3% of the stocks held by Harel Insurance Investments & Financial Services Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 79.7 |
| S&P 500 | 19 |
| RUSSELL 2000 | 1.3 |
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 481 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Harel Insurance Investments & Financial Services Ltd. last quarter.
Last Reported on: 29 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.82 | 625,875 | 139,025,000 | reduced | -0.16 | ||
| AAXJ | ishares tr | 1.17 | 640,000 | 89,670,000 | new | |||
| AAXJ | ishares tr | 0.56 | 711,329 | 42,454,000 | added | 980 | ||
| AAXJ | ishares tr | 0.09 | 64,917 | 7,086,000 | added | 202 | ||
| AAXJ | ishares tr | 0.01 | 67,592 | 772,000 | added | 9,235 | ||
| AAXJ | ishares tr | 0.01 | 13,929 | 731,000 | added | 2,268 | ||
| AAXJ | ishares tr | 0.00 | 1,223 | 90,000 | reduced | -44.76 | ||
| AAXJ | ishares tr | 0.00 | 1,100 | 87,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 803 | 58,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 360 | 18,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 97.00 | 5,000 | unchanged | 0.00 | ||
| ABC | cencora inc | 0.07 | 19,812 | 5,510,000 | reduced | -7.92 | ||
| ABNB | airbnb inc | 0.02 | 14,455 | 1,727,000 | added | 72.21 | ||
| ABT | abbott labs | 0.00 | 2,451 | 325,000 | added | 146 | ||
| ACIO | etf ser solutions | 0.00 | 72.00 | 5,000 | new | |||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSG | dbx etf tr | 0.03 | 83,012 | 2,206,000 | added | 4,005 | ||
| ACSG | dbx etf tr | 0.01 | 13,338 | 589,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.12 | 186,171 | 9,361,000 | reduced | -20.47 | ||
| ACWF | ishares tr | 0.00 | 5,434 | 335,000 | unchanged | 0.00 | ||