DOSSIER · 13F-HR · Q1 2026

Phoenix Financial Ltd.

Phoenix Financial's pension fund based in London, UK — $10.5B in tracked AUM across 691 positions as of Q1 2026.

PF

Phoenix Financial·London, UK·Pension Fund

CIK 0001679543 · last filed Mar 31, 2026

Total AUM

$10.5B

▲ 8.6%

vs prior

Holdings

691

—

positions

Whale Score

70

70

strong

Activity

—

no data

changes this Q

Top sector

Tech

51% weight

concentration

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.

#HoldingValueSharesWeight

01

TEVA PHARMACEUTICAL INDS LTD

$1.3B42.8M12.2%

02

TOWER SEMICONDUCTOR LTD

$595M3.4M5.6%

03

SELECT SECTOR SPDR TR

$456M2.8M4.3%

04

AMAZON COM INC

$426M2.0M4.0%

05

ISHARES TR

$400M4.0M3.8%

06

INVESCO EXCHANGE TRADED FD T

$397M2.1M3.8%

07

ISHARES TR

$349M3.7M3.3%

08

NVIDIA CORPORATION

$344M2.0M3.3%

09

ALPHABET INC

$316M1.1M3.0%

10

MICROSOFT CORP

$277M749K2.6%

Filing history

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