Altschuler Shaham Faces Significant Outflows as Competitors Gain Ground

Overview of Fund Outflows

In November 2025, Altschuler Shaham suffered a loss of 2 billion shekels to competitors, marking a continuing trend of substantial withdrawals throughout the year. This situation has emerged as a cause for concern, as the company experienced outflows of approximately 20 billion shekels since the beginning of the year.

Competitive Landscape

Despite an optimistic outlook earlier in the year, when a recovery seemed possible for Altschuler Shaham, the firm is now under increasing pressure from rivals. Analysts and Mor have emerged as leading competitors, successfully raising 14 billion and 11.5 billion shekels respectively this year, attracting funds that were once associated with Altschuler Shaham.

Market Shares

As of December 2025, Altschuler Shaham held assets totaling 126.6 billion shekels but faces stiff competition. The financial firm was previously experiencing a reduction in withdrawals, a trend that has since reversed, leading to concerns about its market position as the year comes to a close.

Analysis of Withdrawal Trends

The withdrawal of 2 billion shekels in November is not an isolated incident; similar amounts have exited Altschuler Shaham on a near-monthly basis over the past year. This trend highlights the not only the competitive pressures but also potentially indicates a crisis of confidence among investors.

Investor Confidence

While early indicators of the year suggested a recovery for Altschuler Shaham after several years of underperformance compared to its competitors, the latest figures indicate that confidence may still be shaky as we approach 2026.

Conclusion

As Altschuler Shaham navigates these unsettling trends, the industry will be watching closely to see how the firm responds to the challenges posed by formidable competitors. With significant funds moving to rival firms, the path ahead will require strategic adjustments to regain investor confidence and stabilize outflows.

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Meta Description: Altschuler Shaham faces significant outflows as competitors thrive in the market. Over 20 billion shekels have exited the firm in 2025, raising concerns about its financial standing.

Tags: Altschuler Shaham, Fund Outflows, Financial Competitors, Market Analysis, Investment Trends, Gifting Funds, 2025 Financial Report, Asset Management.