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Latest Harel Insurance Investments & Financial Services L Stock Portfolio

$14.75Billion– No. of Holdings #508

Harel Insurance Investments & Financial Services L Performance:
2026 Q1: -0.56%YTD: -0.56%2025: 31.37%
Performance for 2026 Q1 is -0.56%, and YTD is -0.56%, and 2025 is 31.37%.

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

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Harel Insurance Investments & Financial Services Ltd. reported an equity portfolio of $14.7 Billions as of 31 Mar, 2026.

The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are TEVA, NVMI, GOOG. The fund has invested 9.4% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 6.4% of portfolio in NOVA LTD.

The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (GRID), MAGIC SOFTWARE ENTERPRISES L (MGIC) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SYNOPSYS INC (SNPS) and SELECT SECTOR SPDR TR (XLB). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in PATRICK INDS INC (PATK), FORESTAR GROUP INC (FOR) and GARTNER INC (IT). The fund showed a lot of confidence in some stocks as they added substantially to CATERPILLAR INC (CAT), ISHARES TR (IJR) and LAM RESEARCH CORP (LRCX).
Harel Insurance Investments & Financial Services L Equity Portfolio Value
Last Reported on: 05 May, 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 -0.56% in the last quarter. In trailing 12 months, it's portfolio return was 36.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
patrick inds inc5,220,000
forestar group inc3,845,000
gartner inc1,349,000
pfizer inc674,000
global x fds661,000
ishares tr597,000
bristol-myers squibb co552,000
sterling infrastructure inc525,000
New stocks bought by Harel Insurance Investments & Financial Services L

Additions

Ticker% Inc.
caterpillar inc39,253
ishares tr18,000
lam research corp6,106
select sector spdr tr3,790
costco wholesale corporation2,431
delta air lines inc2,055
palo alto networks inc1,665
walmart inc1,352
Additions to existing portfolio by Harel Insurance Investments & Financial Services L

Reductions

Ticker% Reduced
synopsys inc-99.56
select sector spdr tr-97.71
wisdomtree tr-95.93
ishares tr-94.88
quanta svcs inc-93.51
invesco exch traded fd tr ii-91.92
bank america corp-91.21
astrazeneca plc-90.99
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 48% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Financial Services
Sector%
Others48
Technology22.9
Healthcare9.8
Communication Services7.7
Industrials3.8
Consumer Cyclical3.3
Consumer Defensive2.1
Financial Services1.4

Market Cap. Distribution

Harel Insurance Investments & Financial Services Ltd. has about 50.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED48
MEGA-CAP31
LARGE-CAP19.4
MID-CAP1.5

Stocks belong to which Index?

About 37.9% 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
  • RUSSELL 2000
Index%
Others62.1
S&P 50036.8
RUSSELL 20001.1
Top 5 Winners (%)%
IJR
ishares tr
101.1 %
LILA
liberty latin america ltd
100.0 %
SCTC
odysight ai inc
87.7 %
SEDG
solaredge technologies inc
67.3 %
AZN
astrazeneca plc
64.3 %
Top 5 Winners ($)$
NVMI
nova ltd
192.5 M
TSEM
tower semiconductor ltd
125.1 M
CAMT
camtek ltd
89.8 M
enlight renewable energy ltd
61.8 M
ESLT
elbit sys ltd
48.4 M
Top 5 Losers (%)%
BIL
spdr series trust
-50.0 %
TEAM
atlassian corporation
-48.6 %
DOCS
doximity inc
-47.3 %
MDB
mongodb inc
-37.0 %
SPSC
sps comm inc
-35.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-109.2 M
MDB
mongodb inc
-79.1 M
SNOW
snowflake inc
-62.9 M
GOOG
alphabet inc
-51.6 M
TEVA
teva pharmaceutical inds ltd
-49.5 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 508 stocks in it's portfolio. About 45.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. NVMI was the most profitable stock for Harel Insurance Investments & Financial Services Ltd. last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions