The bulk of the company's growth is driven by its provident and pension funds, which account for NIS 251.5 billion of the total portfolio. Mutual funds hold an additional NIS 123.4 billion, while the company’s portfolio management division oversees NIS 103.1 billion. Beyond these core sectors, Meitav maintains NIS 1.6 billion in alternative investments and a non-bank credit portfolio valued at NIS 4.15 billion.

Meitav Trade, the firm’s retail brokerage arm, now serves 134,000 clients. These unaudited figures, translated at a rate of 2.988 NIS to the dollar, reflect the house's current market position as Israel’s largest investment firm. The company continues to manage financial assets for a total client base exceeding 1.6 million people, adhering to a reporting schedule established in March to keep stakeholders informed between mandatory quarterly filings.