We are live on ! Find out more
HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $20.6B
1-Year Est. Return 59.59%
This Fund
S&P 500
This Quarter Est. Return
+24.88%
1 Year Est. Return
+59.59%
3 Year Est. Return
+125.92%
5 Year Est. Return
+132.08%
10 Year Est. Return
+568.97%
AUM
$20.6B
AUM Growth
+$5.83B
Cap. Flow
+$2.76B
Cap. Flow %
13.41%
Top 10 Hldgs %
41.1%
Holding
578
New
73
Increased
191
Reduced
151
Closed
44

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$376M
2
LNG icon
Cheniere Energy
LNG
+$326M
3
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$317M
4
GEV icon
GE Vernova
GEV
+$306M
5
KLAC icon
KLA
KLAC
+$291M

Top Sells

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$488M
2
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$314M
3
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$301M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$102M
5
DDOG icon
Datadog
DDOG
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 38.09%
2 Miscellaneous 27.05%
3 Healthcare 8.16%
4 Communication Services 7.22%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEVA icon
1
Teva Pharmaceuticals
TEVA
$42.5B
$1.63B 7.93%
48,138,805
+2,182,091
+5% +$72.7M
NVMI
2
Nova
NVMI
$11.1B
$1.15B 5.61%
2,125,473
-40,600
-2% -$20.9M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.24T
$935M 4.55%
2,617,198
+135,079
+5% +$48.6M
NVDA icon
4
NVIDIA
NVDA
$5.25T
$885M 4.3%
4,421,136
+343,195
+8% +$70.6M
AAPL icon
5
Apple
AAPL
$4.67T
$786M 3.82%
2,717,869
+396,888
+17% +$114M
TSM icon
6
TSMC
TSM
$2.17T
$662M 3.22%
1,386,385
-4,074
-0.3% -$1.65M
MSFT icon
7
Microsoft
MSFT
$3.81T
$632M 3.07%
1,695,431
+339,072
+25% +$137M
XLI icon
8
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$599M 2.91%
3,236,426
+304,552
+10% +$52.9M
TSEM icon
9
Tower Semiconductor
TSEM
$23.5B
$594M 2.89%
2,279,379
+289,450
+15% +$69.4M
XLV icon
10
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$577M 2.8%
3,634,449
+795,900
+28% +$118M
AMZN icon
11
Amazon
AMZN
$2.87T
$533M 2.59%
2,237,842
+286,280
+15% +$71.9M
PAVE icon
12
Global X US Infrastructure Development ETF
PAVE
$13.6B
$527M 2.56%
8,938,139
– –
SOXX icon
13
iShares Semiconductor ETF
SOXX
$41.5B
$476M 2.31%
742,736
+741,481
+59,082% +$376M
META icon
14
Meta Platforms (Facebook)
META
$1.47T
$471M 2.29%
835,826
+165,849
+25% +$101M
KLAC icon
15
KLA
KLAC
$229B
$442M 2.15%
1,465,650
+1,464,950
+209,279% +$291M
SHLD icon
16
Global X Defense Tech ETF
SHLD
$7.33B
$418M 2.03%
6,990,465
+2,345,100
+50% +$156M
GS icon
17
Goldman Sachs
GS
$301B
$375M 1.82%
371,142
+170,027
+85% +$166M
AVGO icon
18
Broadcom
AVGO
$1.75T
$373M 1.81%
986,349
+249,815
+34% +$100M
CAMT icon
19
Camtek
CAMT
$6.33B
$363M 1.76%
2,225,589
-76,420
-3% -$13.5M
GEV icon
20
GE Vernova
GEV
$243B
$353M 1.71%
300,168
+300,048
+250,040% +$306M
ACWI icon
21
iShares MSCI ACWI ETF
ACWI
$33.3B
$332M 1.61%
2,110,162
+2,075,955
+6,069% +$317M
LNG icon
22
Cheniere Energy
LNG
$58.3B
$313M 1.52%
+1,308,337
New +$326M
VGT icon
23
Vanguard Information Technology ETF
VGT
$147B
$289M 1.41%
2,421,267
-20,109
-0.8% -$2.2M
SNOW icon
24
Snowflake
SNOW
$114B
$276M 1.34%
1,083,103
-88,730
-8% -$16.3M
XLK icon
25
State Street Technology Select Sector SPDR ETF
XLK
$121B
$266M 1.29%
1,397,341
-19,498
-1% -$3.33M
1
2 3 4 5

Similar funds

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Harel Insurance Investments & Financial Services's Q2 2026 Portfolio in Review

As of Q2 2026, Harel Insurance Investments & Financial Services held 578 positions worth $20.6B, up 40% from $14.7B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Harel Insurance Investments & Financial Services deployed $2.76B of net new capital in Q2 2026, opening 73 new positions and adding to 191 existing holdings. Its largest new stake was Cheniere Energy: 1,308,337 shares worth $313M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 38% a quarter earlier, followed by Miscellaneous and Healthcare.

On the sell side, the largest reduction was Palo Alto Networks, an estimated $488M trimmed.

  • Harel Insurance Investments & Financial Services's largest Q2 2026 buy was Cheniere Energy: 1,308,337 shares worth $313M.
  • Harel Insurance Investments & Financial Services added most to iShares Semiconductor ETF in Q2 2026, an estimated $376M increase.
  • Harel Insurance Investments & Financial Services's biggest Q2 2026 reduction was Palo Alto Networks, cutting an estimated $488M.
  • Harel Insurance Investments & Financial Services fully exited Global X 1-3 Month T-Bill ETF in Q2 2026, selling an estimated $301M.
  • Harel Insurance Investments & Financial Services's ten largest holdings make up 41% of its $20.6B portfolio in Q2 2026.
  • Harel Insurance Investments & Financial Services opened 73 new positions and closed 44 in Q2 2026.
  • Harel Insurance Investments & Financial Services's portfolio value rose 40% quarter-over-quarter to $20.6B.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.