The reported figures highlight the firm's diversified reach across the Israeli financial sector. Meitav Pensions & Provident Funds Ltd. remains the largest contributor with NIS 240.1 billion in assets, followed by Meitav Mutual Funds Ltd. at NIS 120.6 billion and Meitav Portfolio Management Ltd. at NIS 102 billion. Additionally, the company manages NIS 1.5 billion in alternative investments and holds a non-bank credit portfolio valued at NIS 3.76 billion.

Beyond institutional and fund management, the firm’s retail brokerage arm, Meitav Trade Ltd., now serves 128,000 clients. These figures are part of a monthly disclosure initiative launched earlier this year. While these updates provide a snapshot of the firm's current scale, management noted that this data remains unaudited and serves as a supplement to the formal periodic and quarterly financial reports required by law.