Latest Harel Insurance Investments & Financial Services L Stock Portfolio
Harel Insurance Investments & Financial Services L Performance:
2025 Q3: 4.56%YTD: 9.44%2024: 9.32%
Performance for 2025 Q3 is 4.56%, and YTD is 9.44%, and 2024 is 9.32%.
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 $11.1 Billions as of 30 Sep, 2025.
The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are TEVA, XLB, XLB. The fund has invested 6.8% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 5.5% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), VANECK ETF TRUST (BUZZ) and SAPIENS INTL CORP N V stocks. They significantly reduced their stock positions in PAYPAL HLDGS INC (PYPL), BOOZ ALLEN HAMILTON HLDG COR (BAH) and VISTRA CORP (VST). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in FIRST TR EXCHANGE TRADED FD (GRID), MOBILEYE GLOBAL INC (MBLY) and SYNOPSYS INC (SNPS). The fund showed a lot of confidence in some stocks as they added substantially to SNOWFLAKE INC (SNOW), MONGODB INC (MDB) and CVS HEALTH CORP (CVS).
The top stock holdings of Harel Insurance Investments & Financial Services Ltd. are TEVA, XLB, XLB. The fund has invested 6.8% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 5.5% of portfolio in SELECT SECTOR SPDR TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), VANECK ETF TRUST (BUZZ) and SAPIENS INTL CORP N V stocks. They significantly reduced their stock positions in PAYPAL HLDGS INC (PYPL), BOOZ ALLEN HAMILTON HLDG COR (BAH) and VISTRA CORP (VST). Harel Insurance Investments & Financial Services Ltd. opened new stock positions in FIRST TR EXCHANGE TRADED FD (GRID), MOBILEYE GLOBAL INC (MBLY) and SYNOPSYS INC (SNPS). The fund showed a lot of confidence in some stocks as they added substantially to SNOWFLAKE INC (SNOW), MONGODB INC (MDB) and CVS HEALTH CORP (CVS).
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 4.56% in the last quarter. In trailing 12 months, it's portfolio return was 9.48%.
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchange traded fd | 156,670,000 |
| mobileye global inc | 40,670,000 |
| synopsys inc | 25,964,000 |
| solaredge technologies inc | 16,477,000 |
| reddit inc | 2,990,000 |
| global x fds | 2,314,000 |
| gitlab inc | 2,029,000 |
| forestar group inc | 2,003,000 |
New stocks bought by Harel Insurance Investments & Financial Services L
Additions
| Ticker | % Inc. |
|---|---|
| snowflake inc | 5,625 |
| mongodb inc | 5,396 |
| cvs health corp | 2,465 |
| datadog inc | 1,897 |
| accenture plc ireland | 1,661 |
| johnson & johnson | 1,013 |
| carrier global corporation | 803 |
| idexx labs inc | 702 |
Additions to existing portfolio by Harel Insurance Investments & Financial Services L
Reductions
| Ticker | % Reduced |
|---|---|
| paypal hldgs inc | -99.92 |
| booz allen hamilton hldg cor | -99.38 |
| vistra corp | -97.03 |
| delek us hldgs inc new | -96.88 |
| salesforce inc | -92.68 |
| spdr series trust | -86.8 |
| morgan stanley | -85.27 |
| innoviz technologies ltd | -84.79 |
Harel Insurance Investments & Financial Services L reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -118,481,000 |
| sapiens intl corp n v | -12,236,000 |
| vaneck etf trust | -40,070,000 |
| siyata mobile inc | -22,000 |
| invesco exchange traded fd t | -3,723,000 |
| vanguard bd index fds | -2,743,000 |
| protalix biotherapeutics inc | -40,000 |
| ishares tr | -790,000 |
Harel Insurance Investments & Financial Services L got rid off the above stocks
Sector Distribution
Harel Insurance Investments & Financial Services Ltd. has about 65.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 65.7 |
| Technology | 12.6 |
| Healthcare | 7.3 |
| Communication Services | 4.9 |
| Industrials | 3.6 |
| Consumer Cyclical | 3.3 |
| Financial Services | 1.6 |
Market Cap. Distribution
Harel Insurance Investments & Financial Services Ltd. has about 32% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 65.6 |
| MEGA-CAP | 17.2 |
| LARGE-CAP | 14.8 |
| MID-CAP | 1.8 |
Stocks belong to which Index?
About 23.7% of the stocks held by Harel Insurance Investments & Financial Services Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 76.4 |
| S&P 500 | 22.6 |
| RUSSELL 2000 | 1.1 |
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 467 stocks in it's portfolio. About 42.8% of the portfolio is in top 10 stocks. HON 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: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.81 | 354,218 | 90,183,000 | added | 2.37 | ||
| AAXJ | ishares tr | 1.02 | 640,000 | 113,203,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.38 | 698,129 | 41,823,000 | added | 1.04 | ||
| AAXJ | ishares tr | 0.05 | 40,007 | 5,526,000 | reduced | -34.75 | ||
| AAXJ | ishares tr | 0.01 | 105,403 | 1,632,000 | added | 20.76 | ||
| AAXJ | ishares tr | 0.01 | 12,870 | 696,000 | reduced | -7.6 | ||
| AAXJ | ishares tr | 0.00 | 1,100 | 89,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 721 | 68,000 | reduced | -10.21 | ||
| AAXJ | ishares tr | 0.00 | 706 | 64,000 | reduced | -6.86 | ||
| AAXJ | ishares tr | 0.00 | 360 | 19,000 | unchanged | 0.00 | ||
| ABC | cencora inc | 0.05 | 16,911 | 5,278,000 | reduced | -11.07 | ||
| ABNB | airbnb inc | 0.01 | 6,785 | 820,000 | added | 15.29 | ||
| ABT | abbott labs | 0.00 | 2,887 | 385,000 | added | 14.47 | ||
| ACM | aecom | 0.00 | 137 | 18,000 | new | |||
| ACN | accenture plc ireland | 0.01 | 4,211 | 1,038,000 | added | 1,661 | ||
| ACSG | dbx etf tr | 0.15 | 491,509 | 16,209,000 | added | 351 | ||
| ACSG | dbx etf tr | 0.01 | 13,338 | 614,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.04 | 99,276 | 5,046,000 | reduced | -0.35 | ||
| ACWF | ishares tr | 0.00 | 5,434 | 395,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 4,066 | 276,000 | unchanged | 0.00 | ||