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
+2.2%
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
$14.7B
AUM Growth
+$3.2B
Cap. Flow
+$3.44B
Cap. Flow %
23.33%
Top 10 Hldgs %
45.32%
Holding
539
New
108
Increased
223
Reduced
100
Closed
32

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$511M
2
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$479M
3
PANW icon
Palo Alto Networks
PANW
+$438M
4
NVDA icon
NVIDIA
NVDA
+$423M
5
MSFT icon
Microsoft
MSFT
+$330M

Top Sells

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$264M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$249M
3
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$234M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$214M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$210M

Sector Composition

Rank Sector Weight
1 Technology 38.05%
2 Healthcare 9.79%
3 Communication Services 7.88%
4 Industrials 5.45%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOBL icon
226
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$381K ﹤0.01%
7,194
-600
-8% -$32.9K
NOW icon
227
ServiceNow
NOW
$126B
$379K ﹤0.01%
3,645
+392
+12% +$46.1K
ARKB icon
228
ARK 21Shares Bitcoin ETF
ARKB
$2.43B
$376K ﹤0.01%
16,715
+5,142
+44% +$130K
BITB icon
229
Bitwise Bitcoin ETF
BITB
$2.44B
$376K ﹤0.01%
10,211
+3,139
+44% +$130K
BRRR icon
230
Coinshares Bitcoin ETF
BRRR
$401M
$376K ﹤0.01%
19,656
+6,044
+44% +$130K
BTCO icon
231
Invesco Galaxy Bitcoin ETF
BTCO
$428M
$376K ﹤0.01%
5,572
+1,715
+44% +$130K
BTCW icon
232
WisdomTree Bitcoin Fund
BTCW
$138M
$376K ﹤0.01%
5,241
+1,612
+44% +$130K
EZBC icon
233
Franklin Bitcoin ETF
EZBC
$378M
$376K ﹤0.01%
9,587
+2,942
+44% +$130K
FBTC icon
234
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$376K ﹤0.01%
6,369
+1,960
+44% +$130K
HODL icon
235
VanEck Bitcoin Trust
HODL
$1.06B
$376K ﹤0.01%
19,603
+6,018
+44% +$130K
BTC
236
Grayscale Bitcoin Mini Trust ETF
BTC
$3.37B
$376K ﹤0.01%
12,533
+3,849
+44% +$130K
QLTY icon
237
GMO US Quality ETF
QLTY
$5.09B
$362K ﹤0.01%
10,000
-500
-5% -$19.2K
SLB icon
238
SLB Ltd
SLB
$77.7B
$360K ﹤0.01%
+7,000
New +$340K
GTLB icon
239
GitLab
GTLB
$6.81B
$357K ﹤0.01%
16,496
-39,854
-71% -$1.16M
VIS icon
240
Vanguard Industrials ETF
VIS
$8.47B
$356K ﹤0.01%
1,139
– –
ICE icon
241
Intercontinental Exchange
ICE
$85.7B
$354K ﹤0.01%
2,250
-2,213
-50% -$361K
SNPS icon
242
Synopsys
SNPS
$79.2B
$348K ﹤0.01%
878
-200,253
-100% -$90.5M
KCE icon
243
State Street SPDR S&P Capital Markets ETF
KCE
$475M
$344K ﹤0.01%
2,500
– –
EIS icon
244
iShares MSCI Israel ETF
EIS
$909M
$342K ﹤0.01%
+2,950
New +$354K
TPL icon
245
Texas Pacific Land
TPL
$24B
$341K ﹤0.01%
718
-257
-26% -$110K
TMUS icon
246
T-Mobile US
TMUS
$194B
$336K ﹤0.01%
+1,600
New +$329K
RIOT icon
247
Riot Platforms
RIOT
$7.58B
$329K ﹤0.01%
+26,625
New +$408K
PEP icon
248
PepsiCo
PEP
$191B
$328K ﹤0.01%
+2,112
New +$329K
BBEU icon
249
JPMorgan BetaBuilders Europe ETF
BBEU
$9.51B
$326K ﹤0.01%
4,500
– –
SYLD icon
250
Cambria Shareholder Yield ETF
SYLD
$1.02B
$324K ﹤0.01%
+4,300
New +$321K
8 9
10
11 12

Similar funds

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Harel Insurance Investments & Financial Services's Q1 2026 Portfolio in Review

As of Q1 2026, Harel Insurance Investments & Financial Services held 539 positions worth $14.7B, up 28% from $11.5B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Harel Insurance Investments & Financial Services deployed $3.44B of net new capital in Q1 2026, opening 108 new positions and adding to 223 existing holdings. Its largest new stake was Patrick Industries: 47,000 shares worth $5.22M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was VanEck Semiconductor ETF, an estimated $264M trimmed.

  • Harel Insurance Investments & Financial Services's largest Q1 2026 buy was Patrick Industries: 47,000 shares worth $5.22M.
  • Harel Insurance Investments & Financial Services added most to Apple in Q1 2026, an estimated $511M increase.
  • Harel Insurance Investments & Financial Services's biggest Q1 2026 reduction was VanEck Semiconductor ETF, cutting an estimated $264M.
  • Harel Insurance Investments & Financial Services fully exited First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026, selling an estimated $234M.
  • Harel Insurance Investments & Financial Services's ten largest holdings make up 45% of its $14.7B portfolio in Q1 2026.
  • Harel Insurance Investments & Financial Services opened 108 new positions and closed 32 in Q1 2026.
  • Harel Insurance Investments & Financial Services's portfolio value rose 28% quarter-over-quarter to $14.7B.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2026, filed 5 May 2026.