Harel Insurance Investments & Financial Services Ltd.

Harel Insurance Investments & Financial Services Ltd. is an institution, managing $9.8B across 430 long positions as of Q3 2025 with 58% ETF concentration.

Portfolio Value: $9.8B
Positions: 430
Top Holding: XLF at 6.24%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Harel Insurance Investments & Financial Services Ltd.'s portfolio (43.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Financial Select Sector SPDR Fund XLF	ETF ETF	$614.1M	6.24%	-$190.8K Sold	— 11.4M shares	Q4 2015 Held for 9y 11m
2 Technology Select Sector SPDR Fund XLK	ETF ETF	$605.9M	6.15%	+$41.9M Bought	— 2.1M shares	Q4 2015 Held for 9y 11m
3 Vanguard Information Technology VGT	ETF ETF	$552.3M	5.61%	+$15.1M Bought	— 739.7K shares	Q4 2015 Held for 9y 11m
4 Nova Ltd. NVMI	Semiconductors Technology	$456.7M	4.64%	+$27.6M Bought	4.82% 1.4M shares	Q4 2017 Held for 7y 11m
5 XLV Health Care Select Sector SPDR Fund XLV	ETF ETF	$438.2M	4.45%	+$151.9M Bought	— 3.1M shares	Q4 2015 Held for 9y 11m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$379.3M	3.85%	+$186.5M Bought	0.01% 1.6M shares	Q4 2015 Held for 9y 11m
7 Invesco KBW Bank ETF KBWB	ETF ETF	$326.7M	3.32%	+$149.0M Bought	— 4.2M shares	Q4 2021 Held for 3y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$297.8M	3.02%	+$143.1M Bought	0.01% 574.9K shares	Q4 2015 Held for 9y 11m
9 Nvidia NVDA	Semiconductors Technology	$291.2M	2.96%	+$205.2M Bought	0.01% 1.6M shares	Q4 2015 Held for 9y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$284.7M	2.89%	+$149.0M Bought	0.01% 1.3M shares	Q2 2016 Held for 9y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Harel Insurance Investments & Financial Services Ltd.'s latest filing

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Market Value

$9.8B

Prior: $7.9B

Q/Q Change

+24.6%

+$1.9B

Net Flows % of MV

+11.81%

Turnover Ratio

11.66%

New Purchases

20 stocks

$163.7M

Added To

161 stocks

+$1.6B

Sold Out Of

45 stocks

$188.7M

Reduced Holdings

108 stocks

-$401.4M

Increased Positions

Position	Shares Δ	Change
1 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID	New	0 → 1.0M +$156.7M
2 Reddit RDDT	New	0 → 13.0K +$3.0M
3 Global X DAX Germany DAX	New	0 → 52.2K +$2.3M
4 iShares Russell 1000 Growth IWF	New	0 → 1.4K +$655.8K
5 FLY Fly Leasing FLY	New	0 → 10.0K +$293.2K

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P Homebuilders XHB	Sold	1.2M → 0 −$118.5M
2 VanEck Oil Services OIH	Sold	174.0K → 0 −$40.1M
3 Sapiens International Corporation N.V. SPNS	Sold	418.3K → 0 −$12.2M
4 Invesco S&P 500 Equal Weight Technology RSPT	Sold	91.3K → 0 −$3.7M
5 Vanguard Intermediate-Term Bond BIV	Sold	35.5K → 0 −$2.7M