Market Value NIS (K)
Data source: Globes TradeOne
Altshuler Shaham Provident Funds and Pension Ltd., established in 2002, is the provident and pension funds company of the Altshuler Shaham Investment House. The Company, which is one of the industry leaders in Israel, specializes in long-term savings and has study funds, provident funds and pension funds with over NIS 170 billion in assets under management*.
In 2019, Altshuler Shaham Provident Funds and Pension Ltd. was floated on the Tel Aviv Stock Exchange, and thereby became the first publicly-traded provident and pension funds company in Israel. The Company’s stock is currently traded on the TA-125 Index.
Altshuler Shaham Provident Funds and Pension Ltd. is owned by Altshuler Shaham Ltd., Yair Levinstein Holdings Ltd., and the public. The Company’s owners have an excellent reputation, expertise, and decades of vast professional experience in the capital market. The Company’s CEO is Yair Levinstein, and its Chief Investment Manager is Gilad Altshuler, an owner and co-CEO of the Altshuler Shaham Investment House.
Over the years, the Company has experienced rapid growth in its assets and customers, and in 2018 it became the largest provident fund and study fund entity in Israel (**).
At Altshuler Shaham, we stand for a responsible and carefully considered investment policy, with a long-term outlook alongside flexibility and broad-mindedness. The main objective of the Group’s investment managers is to identify global trends and processes and pinpoint attractive investment opportunities.
Assets Under Management pension
Assets Under Management provident funds
Total Assets Under Management
* Data retrieved from Gemel-net and Pension-net, the sites of the Capital Market Authority, Insurance and Savings; and correct as of 31.07.2021
* The data are correct for 31.12.2020, the source of the data - Annual Report for 2020.