PF
| |
Phoenix Financial Ltd.13F | |
| Phoenix Financial Ltd. | |
| Last update 2025-05-07 | 370 Stocks (58 new) |
| Value $6.53 Bil | Turnover 21 % |
Phoenix Financial Ltd. Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEVA | Teva Pharmaceutical Industries Ltd | 27,464,572 | 422,130.0 | +29.47% | 6.460 | +1.47% | 2.390 | +20.74% | -25.50% | 19,169.3 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 1,486,029 | 282,851.3 | +1.79% | 4.330 | +0.08% | 0.010 | +23.92% | +2.87% | 2,396,004.6 | Retail - Cyclical | |
RSP | Invesco S&P 500 Equal Weight ETF | 1,554,312 | 269,253.5 | New Holding | 4.120 | +4.12% | 0.380 | +12.96% | +6.29% | 74,185.5 | ||
MSFT | Microsoft Corp | 584,567 | 219,561.5 | -6.57% | 3.360 | -0.24% | 0.010 | +29.95% | +19.80% | 3,738,718.2 | Software | |
XLF | Financial Select Sector SPDR | 4,077,174 | 203,080.5 | -62.76% | 3.110 | -4.53% | 0.410 | +11.83% | +9.50% | 51,236.0 | ||
XLV | Health Care Select Sector SPDR | 1,363,686 | 199,109.5 | +5.43% | 3.050 | +0.16% | 0.520 | -2.07% | -1.00% | 33,941.9 | ||
NICE | NICE Ltd | 1,402,538 | 193,590.0 | -3.23% | 2.960 | -0.11% | 2.220 | -0.46% | -10.55% | 9,714.3 | Software | |
MCD | McDonald's Corp | 570,214 | 178,138.0 | +14.89% | 2.730 | +0.35% | 0.080 | -3.95% | +5.33% | 215,854.1 | Restaurants | |
NVDA | NVIDIA Corp | 1,636,325 | 177,472.0 | +19.51% | 2.720 | +0.44% | 0.010 | +48.21% | +22.20% | 4,001,266.5 | Semiconductors | |
XLI | Industrial Select Sector SPDR | 1,318,041 | 172,754.4 | -23.51% | 2.640 | -0.73% | 0.910 | +19.29% | +15.31% | 22,353.4 |
Phoenix Financial Ltd.'s Historical Top Holdings Breakdowns
Phoenix Financial Ltd.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -4.53% | 47.32 ($50.16) 52.19 | $52.55 | 4.76% | Reduce -62.76% | 4,077,174 | -6,870,829 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | New Buy New Buy | +4.12% | 169.43 ($177.82) 182.84 | $184.61 | 3.82% | New holding | 1,554,312 | 1,554,312 | |
MLPX |
Global X MLP & Energy Infrastructure ETF
Global X MLP & Energy Infrastructure ETF
| 2025-03-31 | Sold Out Sold Out | -2.72% | 59.6 ($63) 67.2 | $62.04 | -1.52% | Sold Out | 0 | -3,285,750 | |
IXN | iShares Global Tech ETF | 2025-03-31 | Sold Out Sold Out | -2.15% | 75.73 ($82.8) 88.4 | $93.09 | 12.43% | Sold Out | 0 | -1,863,000 | |
NSC | Norfolk Southern Corp | 2025-03-31 | New Buy New Buy | +1.69% | 227.69 ($243.68) 259.76 | $262.89 | 7.88% | New holding | 465,283 | 465,283 | |
TEVA | Teva Pharmaceutical Industries Ltd | 2025-03-31 | Add Add | +1.47% | 14.67 ($17.86) 22.01 | $16.42 | -8.06% | Add 29.47% | 27,464,572 | 6,252,030 | |
MITK | Mitek Systems Inc | 2025-03-31 | Sold Out Sold Out | -1.44% | 8.25 ($9.73) 11.02 | $9.59 | -1.44% | Sold Out | 0 | -425,248 | |
FCX | Freeport-McMoRan Inc | 2025-03-31 | Add Add | +1.42% | 34.5 ($38.26) 43.01 | $45.63 | 19.26% | Add 1354.92% | 2,641,129 | 2,459,598 | |
C | Citigroup Inc | 2025-03-31 | Add Add | +1.31% | 67.23 ($76.25) 84.63 | $87.50 | 14.75% | Add 8378.68% | 1,221,015 | 1,206,614 | |
JCI | Johnson Controls International PLC | 2025-03-31 | Reduce Reduce | -1.18% | 76.12 ($82.22) 90.6 | $106.26 | 29.24% | Reduce -86.62% | 168,039 | -1,087,602 |
Phoenix Financial Ltd. Total Holding History ($B)
Phoenix Financial Ltd.'s Asset Allocation
Phoenix Financial Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Phoenix Financial Ltd.'s Hypothetical Growth since 2025-03-31
Phoenix Financial Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Phoenix Financial Ltd.'s Holdings Heat Map
Size field:
Phoenix Financial Ltd.'s Holdings Bubble Chart
Phoenix Financial Ltd. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers