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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
+12.06%
1 Year Est. Return
+59.59%
3 Year Est. Return
+125.92%
5 Year Est. Return
+132.08%
10 Year Est. Return
+569.36%
AUM
$11.5B
AUM Growth
+$418M
Cap. Flow
-$460M
Cap. Flow %
-3.99%
Top 10 Hldgs %
44.87%
Holding
493
New
26
Increased
159
Reduced
151
Closed
62

Top Buys

Rank Stock Value
1
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$301M
2
SMH icon
VanEck Semiconductor ETF
SMH
+$258M
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$179M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$179M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$161M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$605M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$330M
3
VGT icon
Vanguard Information Technology ETF
VGT
+$306M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$233M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$218M

Sector Composition

Rank Sector Weight
1 Technology 27.2%
2 Healthcare 12.81%
3 Communication Services 5.89%
4 Industrials 4.16%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPAC icon
226
iShares Core MSCI Pacific ETF
IPAC
$2.79B
$393K ﹤0.01%
5,434
– –
MSI icon
227
Motorola Solutions
MSI
$77.4B
$384K ﹤0.01%
1,008
-37
-4% -$14.9K
CSCO icon
228
Cisco
CSCO
$454B
$377K ﹤0.01%
4,900
-6,818
-58% -$506K
KCE icon
229
State Street SPDR S&P Capital Markets ETF
KCE
$473M
$375K ﹤0.01%
+2,500
New +$370K
AXP icon
230
American Express
AXP
$232B
$373K ﹤0.01%
1,014
-96
-9% -$34.4K
IBIT icon
231
iShares Bitcoin Trust
IBIT
$47.5B
$373K ﹤0.01%
7,504
+4,291
+134% +$244K
SOXX icon
232
iShares Semiconductor ETF
SOXX
$47.1B
$370K ﹤0.01%
1,236
– –
SPAB icon
233
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.97B
$367K ﹤0.01%
14,245
+572
+4% +$14.8K
XEL icon
234
Xcel Energy
XEL
$49.3B
$365K ﹤0.01%
4,938
+4,323
+703% +$341K
ABT icon
235
Abbott
ABT
$194B
$364K ﹤0.01%
2,923
+36
+1% +$4.59K
T icon
236
AT&T
T
$166B
$355K ﹤0.01%
14,300
-5,555
-28% -$141K
VIS icon
237
Vanguard Industrials ETF
VIS
$8.5B
$340K ﹤0.01%
1,139
– –
BRRR icon
238
Coinshares Bitcoin ETF
BRRR
$401M
$337K ﹤0.01%
13,612
+8,619
+173% +$244K
ARKB icon
239
ARK 21Shares Bitcoin ETF
ARKB
$2.43B
$336K ﹤0.01%
11,573
+7,329
+173% +$244K
BITB icon
240
Bitwise Bitcoin ETF
BITB
$2.45B
$336K ﹤0.01%
7,072
+4,480
+173% +$244K
BTCO icon
241
Invesco Galaxy Bitcoin ETF
BTCO
$427M
$336K ﹤0.01%
3,857
+2,444
+173% +$244K
BTCW icon
242
WisdomTree Bitcoin Fund
BTCW
$137M
$336K ﹤0.01%
3,629
+2,299
+173% +$244K
EZBC icon
243
Franklin Bitcoin ETF
EZBC
$378M
$336K ﹤0.01%
6,645
+4,209
+173% +$244K
FBTC icon
244
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$336K ﹤0.01%
4,409
+2,793
+173% +$244K
HODL icon
245
VanEck Bitcoin Trust
HODL
$1.06B
$336K ﹤0.01%
13,585
+8,598
+172% +$243K
BTC
246
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$336K ﹤0.01%
8,684
+5,500
+173% +$244K
MO icon
247
Altria Group
MO
$110B
$334K ﹤0.01%
5,786
-2,205
-28% -$133K
LSCC icon
248
Lattice Semiconductor
LSCC
$18.5B
$331K ﹤0.01%
4,503
-626
-12% -$44.6K
BBEU icon
249
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
$330K ﹤0.01%
4,500
– –
CRWV
250
CoreWeave
CRWV
$61.6B
$329K ﹤0.01%
+4,600
New +$466K
8 9
10
11 12

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Harel Insurance Investments & Financial Services's Q4 2025 Portfolio in Review

As of Q4 2025, Harel Insurance Investments & Financial Services held 493 positions worth $11.5B, up 3.8% from $11.1B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Harel Insurance Investments & Financial Services withdrew a net $460M in Q4 2025, closing 62 positions and reducing 151 holdings. Its most notable exit was Fidelity National Information Services, an estimated $33.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Harel Insurance Investments & Financial Services opened a new position in Global X 1-3 Month T-Bill ETF worth $301M.

  • Harel Insurance Investments & Financial Services's largest Q4 2025 buy was Global X 1-3 Month T-Bill ETF: 3,000,000 shares worth $301M.
  • Harel Insurance Investments & Financial Services added most to VanEck Semiconductor ETF in Q4 2025, an estimated $258M increase.
  • Harel Insurance Investments & Financial Services's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $605M.
  • Harel Insurance Investments & Financial Services fully exited Fidelity National Information Services in Q4 2025, selling an estimated $33.4M.
  • Harel Insurance Investments & Financial Services's ten largest holdings make up 45% of its $11.5B portfolio in Q4 2025.
  • Harel Insurance Investments & Financial Services opened 26 new positions and closed 62 in Q4 2025.
  • Harel Insurance Investments & Financial Services's portfolio value rose 3.8% quarter-over-quarter to $11.5B.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.