PF
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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
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| 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 | +17.66% | -27.13% | 18,525.3 | Drug Manufacturers | |
AMZN | Amazon.com Inc | 1,486,029 | 282,851.3 | +1.79% | 4.330 | +0.08% | 0.010 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
RSP | Invesco S&P 500 Equal Weight ETF | 1,554,312 | 269,253.5 | New Holding | 4.120 | +4.12% | 0.380 | +13.69% | +6.04% | 74,012.7 | ||
MSFT | Microsoft Corp | 584,567 | 219,561.5 | -6.57% | 3.360 | -0.24% | 0.010 | +38.94% | +21.47% | 3,790,969.0 | Software | |
XLF | Financial Select Sector SPDR | 4,077,174 | 203,080.5 | -62.76% | 3.110 | -4.53% | 0.410 | +13.01% | +9.48% | 51,226.3 | ||
XLV | Health Care Select Sector SPDR | 1,363,686 | 199,109.5 | +5.43% | 3.050 | +0.16% | 0.520 | -2.23% | -3.34% | 33,140.0 | ||
NICE | NICE Ltd | 1,402,538 | 193,590.0 | -3.23% | 2.960 | -0.11% | 2.220 | +2.44% | -9.67% | 9,698.8 | Software | |
MCD | McDonald's Corp | 570,214 | 178,138.0 | +14.89% | 2.730 | +0.35% | 0.080 | -4.03% | +3.65% | 212,414.8 | Restaurants | |
NVDA | NVIDIA Corp | 1,636,325 | 177,472.0 | +19.51% | 2.720 | +0.44% | 0.010 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
XLI | Industrial Select Sector SPDR | 1,318,041 | 172,754.4 | -23.51% | 2.640 | -0.73% | 0.910 | +21.25% | +15.65% | 22,420.0 |
Phoenix Financial Ltd.'s Historical Top Holdings Breakdowns
Phoenix Financial Ltd.'s Top Stock Picks
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| 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 | $52.54 | 4.74% | 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 | $184.18 | 3.58% | 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 | $61.94 | -1.68% | 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 | $95.17 | 14.94% | 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 | $276.66 | 13.53% | New holding | 465,283 | 465,283 | |
TEVA | Teva Pharmaceutical Industries Ltd | 2025-03-31 | Add Add | +1.47% | 14.67 ($17.86) 22.01 | $16.06 | -10.08% | 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 | $9.44 | -2.98% | Sold Out | 0 | -425,248 | |
FCX | Freeport-McMoRan Inc | 2025-03-31 | Add Add | +1.42% | 34.5 ($38.26) 43.01 | $44.80 | 17.09% | 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 | $93.45 | 22.56% | 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 | $108.96 | 32.52% | Reduce -86.62% | 168,039 | -1,087,602 |
Phoenix Financial Ltd. Total Holding History ($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
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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
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Phoenix Financial Ltd.'s Holdings Bubble Chart
Phoenix Financial Ltd. News
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