{"success":true,"data":{"pressRelease":{"id":"76174","rtpr_id":"nPn1qFD7Ma","ticker":"MTAV","exchange":"","all_tickers":["MTAV"],"title":"Meitav Investment House Announces Immediate Report Concerning Selected Business Data for May 2026","author":"PR Newswire","published_at":"2026-06-30T07:34:25.142Z","article_body":"Meitav Investment House Announces Immediate Report Concerning Selected Business Data for May 2026\n\nPR Newswire\n\nTEL AVIV, Israel, June 30, 2026\n\nTEL AVIV, Israel, June 30, 2026 /PRNewswire/ -- Meitav Investment House (TASE:\nMTAV) announced today that further to the Company's immediate report dated\nMarch 2, 2026 (Reference No. 2026-01-019142) regarding the adoption of an\nongoing monthly reporting mechanism for selected business data, material to\nits operations, with the objective of enhancing transparency of business\noperations and improving the information available to the investors, the\nCompany is pleased to publish the data for May 2026.\n\nIt is emphasized that the publication of these data supplements, and does not\nconstitute a substitute, for investor presentations, immediate reports, or the\nperiodic and quarterly reports that the Company issues in accordance with\napplicable law, and that the Company's periodic and quarterly reports include\ndisclosure regarding this data.\n\nBelow are the selected business data(¹) as of May 31, 2026:\n\nAssets Under Management (AUM):\n\n * Meitav Pensions & Provident Funds Ltd.: NIS 240.1 billion\n * Meitav Mutual Funds Ltd.: NIS 120.6 billion\n * Meitav Portfolio Management Ltd.: NIS 102.0 billion(²)\n * Alternative Investments: NIS 1.5 billion\nTotal AUM: NIS 464.2 billion, an increase of approximately 13.5% compared to\ntotal AUM as of December 31, 2025.\n\n * Credit portfolio in the non–bank credit segment: NIS 3.76 billion\n * Number of clients at Meitav Trade Ltd. (retail brokerage): 128 thousand\nclients\nAbout Meitav Investment House\n\nMeitav Investment House (TASE: MTAV) is Israel's largest investment house,\nmanaging financial assets of approximately NIS 464 billion for over 1.6\nmillion clients as of May 2026. Established in 1979, the firm specializes in\nprovident and pension funds, mutual funds, and tailored portfolio management,\noffering advanced, technology-driven financial solutions. In addition, Meitav\nhas a large retail brokerage platform, institutional brokerage activity,\ncredit activities and alternative asset management.\n\nFor more information, please visit:\nhttps://www.meitav.co.il/en/investor_relations\n(https://www.meitav.co.il/en/investor_relations)\n\n(1 )The selected business data are presented based on information currently\navailable to the Company and are unaudited and unreviewed.\n(2 )Including approximately NIS 7.6 billion in portfolios invested in mutual\nfunds managed by Meitav Mutual Funds Ltd\n\nCompany Contact:\n\nEinat Rom, CFO\neinat.rom@meitav.co.il (mailto:einat.rom@meitav.co.il)\n\nInvestor Relations Contact:\n\nMiri Segal\nMS-IR LLC\nmsegal@ms-ir.com (mailto:msegal@ms-ir.com)\n\nLogo:\nhttps://mma.prnewswire.com/media/2927271/5838848/Meitav_Investment_House_Logo.jpg\n(https://mma.prnewswire.com/media/2927271/5838848/Meitav_Investment_House_Logo.jpg)\n\nView original\ncontent:https://www.prnewswire.com/news-releases/meitav-investment-house-announces-immediate-report-concerning-selected-business-data-for-may-2026-302814235.html\n(https://www.prnewswire.com/news-releases/meitav-investment-house-announces-immediate-report-concerning-selected-business-data-for-may-2026-302814235.html)\n\nSOURCE Meitav Investment House\n\n\n\n+19176078654\n\nPhoto: \nhttps://mma.prnewswire.com/media/2927271/5838848/Meitav_Investment_House_Logo.jpg\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPn1qFD7Ma","title":"Meitav Investment House Announces Immediate Report Concerning Selected Business Data for May 2026","author":"PR Newswire","ticker":"MTAV","created":"2026-06-30T07:34:25.142Z","tickers":["MTAV"],"exchange":"","article_body":"Meitav Investment House Announces Immediate Report Concerning Selected Business Data for May 2026\n\nPR Newswire\n\nTEL AVIV, Israel, June 30, 2026\n\nTEL AVIV, Israel, June 30, 2026 /PRNewswire/ -- Meitav Investment House (TASE:\nMTAV) announced today that further to the Company's immediate report dated\nMarch 2, 2026 (Reference No. 2026-01-019142) regarding the adoption of an\nongoing monthly reporting mechanism for selected business data, material to\nits operations, with the objective of enhancing transparency of business\noperations and improving the information available to the investors, the\nCompany is pleased to publish the data for May 2026.\n\nIt is emphasized that the publication of these data supplements, and does not\nconstitute a substitute, for investor presentations, immediate reports, or the\nperiodic and quarterly reports that the Company issues in accordance with\napplicable law, and that the Company's periodic and quarterly reports include\ndisclosure regarding this data.\n\nBelow are the selected business data(¹) as of May 31, 2026:\n\nAssets Under Management (AUM):\n\n * Meitav Pensions & Provident Funds Ltd.: NIS 240.1 billion\n * Meitav Mutual Funds Ltd.: NIS 120.6 billion\n * Meitav Portfolio Management Ltd.: NIS 102.0 billion(²)\n * Alternative Investments: NIS 1.5 billion\nTotal AUM: NIS 464.2 billion, an increase of approximately 13.5% compared to\ntotal AUM as of December 31, 2025.\n\n * Credit portfolio in the non–bank credit segment: NIS 3.76 billion\n * Number of clients at Meitav Trade Ltd. (retail brokerage): 128 thousand\nclients\nAbout Meitav Investment House\n\nMeitav Investment House (TASE: MTAV) is Israel's largest investment house,\nmanaging financial assets of approximately NIS 464 billion for over 1.6\nmillion clients as of May 2026. Established in 1979, the firm specializes in\nprovident and pension funds, mutual funds, and tailored portfolio management,\noffering advanced, technology-driven financial solutions. In addition, Meitav\nhas a large retail brokerage platform, institutional brokerage activity,\ncredit activities and alternative asset management.\n\nFor more information, please visit:\nhttps://www.meitav.co.il/en/investor_relations\n(https://www.meitav.co.il/en/investor_relations)\n\n(1 )The selected business data are presented based on information currently\navailable to the Company and are unaudited and unreviewed.\n(2 )Including approximately NIS 7.6 billion in portfolios invested in mutual\nfunds managed by Meitav Mutual Funds Ltd\n\nCompany Contact:\n\nEinat Rom, CFO\neinat.rom@meitav.co.il (mailto:einat.rom@meitav.co.il)\n\nInvestor Relations Contact:\n\nMiri Segal\nMS-IR LLC\nmsegal@ms-ir.com (mailto:msegal@ms-ir.com)\n\nLogo:\nhttps://mma.prnewswire.com/media/2927271/5838848/Meitav_Investment_House_Logo.jpg\n(https://mma.prnewswire.com/media/2927271/5838848/Meitav_Investment_House_Logo.jpg)\n\nView original\ncontent:https://www.prnewswire.com/news-releases/meitav-investment-house-announces-immediate-report-concerning-selected-business-data-for-may-2026-302814235.html\n(https://www.prnewswire.com/news-releases/meitav-investment-house-announces-immediate-report-concerning-selected-business-data-for-may-2026-302814235.html)\n\nSOURCE Meitav Investment House\n\n\n\n+19176078654\n\nPhoto: \nhttps://mma.prnewswire.com/media/2927271/5838848/Meitav_Investment_House_Logo.jpg\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-06-30T07:34:25.178850445Z","server_sent_at_ms":1782804865178},"received_at":"2026-06-30T07:34:25.230Z","source_url":"https://www.prnewswire.com/news-releases/meitav-investment-house-announces-immediate-report-concerning-selected-business-data-for-may-2026-302814235.html"},"analysis":{"id":"65452","press_release_id":"76174","analysis_json":{"industry":{"label":"Capital Markets","sector":"Financials"},"redFlags":[],"eventType":"operations_update","narrative":"Meitav Investment House reported total Assets Under Management (AUM) of NIS 464.2 billion as of May 31, 2026.\n\nThis figure represents an increase of approximately 13.5% compared to the total AUM reported at the end of December 2025.\n\nThe breakdown includes NIS 240.1 billion in pensions and provident funds, NIS 120.6 billion in mutual funds, and 128,000 clients in its retail brokerage division.","sentiment":"bullish","agentHooks":{"shouldPost":false,"suggestedAngle":"Strong 13.5% AUM growth since year-end demonstrates robust net inflows across all segments."},"keyFigures":{"customDimensions":{"total_aum":"NIS 464.2 billion","aum_growth":"13.5%","total_clients":1600000,"credit_portfolio":"NIS 3.76 billion","mutual_funds_aum":"NIS 120.6 billion","pensions_provident_aum":"NIS 240.1 billion","portfolio_management_aum":"NIS 102.0 billion","retail_brokerage_clients":128000,"alternative_investments_aum":"NIS 1.5 billion"}},"quotedText":"","namedEntities":{"people":[{"name":"Einat Rom","role":"CFO"},{"name":"Miri Segal","role":"Investor Relations Contact"}],"products":[],"companies":[{"name":"Meitav Investment House","ticker":"MTAV"},{"name":"Meitav Pensions & Provident Funds Ltd.","relationship":"subsidiary"},{"name":"Meitav Mutual Funds Ltd.","relationship":"subsidiary"},{"name":"Meitav Portfolio Management Ltd.","relationship":"subsidiary"},{"name":"Meitav Trade Ltd.","relationship":"subsidiary"},{"name":"MS-IR LLC","relationship":"investor relations firm"}],"dollarAmounts":[{"amount":"NIS 240.1 billion","context":"Meitav Pensions & Provident Funds Ltd. AUM"},{"amount":"NIS 120.6 billion","context":"Meitav Mutual Funds Ltd. AUM"},{"amount":"NIS 102.0 billion","context":"Meitav Portfolio Management Ltd. AUM"},{"amount":"NIS 1.5 billion","context":"Alternative Investments AUM"},{"amount":"NIS 464.2 billion","context":"Total AUM"},{"amount":"NIS 3.76 billion","context":"Credit portfolio in the non-bank credit segment"}]},"materialImpact":{"score":2,"reasoning":"Routine monthly operational update showing strong AUM growth (13.5% since Dec 31), but lacking the comprehensive nature or surprise element of a quarterly earnings report or binary event."},"tickerRelevance":{"others":[],"primary":"MTAV"},"globalImportance":15,"audienceRelevance":10,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mid-cap_israel","eventGravity":"monthly_operational_update","sectorWeight":"financials"}},"event_type":"operations_update","event_type_secondary":null,"sentiment":"bullish","material_impact_score":2,"narrative":"Meitav Investment House reported total Assets Under Management (AUM) of NIS 464.2 billion as of May 31, 2026.\n\nThis figure represents an increase of approximately 13.5% compared to the total AUM reported at the end of December 2025.\n\nThe breakdown includes NIS 240.1 billion in pensions and provident funds, NIS 120.6 billion in mutual funds, and 128,000 clients in its retail brokerage division.","key_figures":{"customDimensions":{"total_aum":"NIS 464.2 billion","aum_growth":"13.5%","total_clients":1600000,"credit_portfolio":"NIS 3.76 billion","mutual_funds_aum":"NIS 120.6 billion","pensions_provident_aum":"NIS 240.1 billion","portfolio_management_aum":"NIS 102.0 billion","retail_brokerage_clients":128000,"alternative_investments_aum":"NIS 1.5 billion"}},"named_entities":{"people":[{"name":"Einat Rom","role":"CFO"},{"name":"Miri Segal","role":"Investor Relations Contact"}],"products":[],"companies":[{"name":"Meitav Investment House","ticker":"MTAV"},{"name":"Meitav Pensions & Provident Funds Ltd.","relationship":"subsidiary"},{"name":"Meitav Mutual Funds Ltd.","relationship":"subsidiary"},{"name":"Meitav Portfolio Management Ltd.","relationship":"subsidiary"},{"name":"Meitav Trade Ltd.","relationship":"subsidiary"},{"name":"MS-IR LLC","relationship":"investor relations firm"}],"dollarAmounts":[{"amount":"NIS 240.1 billion","context":"Meitav Pensions & Provident Funds Ltd. AUM"},{"amount":"NIS 120.6 billion","context":"Meitav Mutual Funds Ltd. AUM"},{"amount":"NIS 102.0 billion","context":"Meitav Portfolio Management Ltd. AUM"},{"amount":"NIS 1.5 billion","context":"Alternative Investments AUM"},{"amount":"NIS 464.2 billion","context":"Total AUM"},{"amount":"NIS 3.76 billion","context":"Credit portfolio in the non-bank credit segment"}]},"model_name":"qwen3_6_27b_awq","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-06-30T07:37:00.318Z","global_importance":15,"audience_relevance":10,"importance_components":{"tickerTier":"mid-cap_israel","eventGravity":"monthly_operational_update","sectorWeight":"financials"}},"durationMs":155073,"modelName":"george-droid-qwen-72b"}}