AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Phoenix Financial Ltd. 13F Filing (Q3 2025)
Portfolio Overview
Phoenix Financial Ltd. manages an approximately $8.21 billion portfolio distributed across 658 holdings, reflecting a strategy that balances high-conviction single-stock positions with broad diversification via exchange-traded funds (ETFs). The firm saw a positive quarter, growing the portfolio’s value by 8.2% from $7.58 billion in the previous quarter (Q2 2025).
The portfolio is characterized by a "c...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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