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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
+24.88%
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
$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 Healthcare 8.16%
3 Communication Services 7.22%
4 Industrials 6.07%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
251
Omnicom Group
OMC
$23.2B
$463K ﹤0.01%
6,360
+3,060
+93% +$230K
SNPS icon
252
Synopsys
SNPS
$78.9B
$454K ﹤0.01%
1,017
+139
+16% +$65.4K
SCHV
253
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$453K ﹤0.01%
13,000
+2,500
+24% +$82.4K
IPAC icon
254
iShares Core MSCI Pacific ETF
IPAC
$2.76B
$448K ﹤0.01%
5,519
+85
+2% +$6.91K
CI icon
255
Cigna
CI
$74B
$444K ﹤0.01%
1,610
+1,360
+544% +$384K
ADSK icon
256
Autodesk
ADSK
$52.4B
$443K ﹤0.01%
2,286
+1,740
+319% +$397K
IHI icon
257
iShares US Medical Devices ETF
IHI
$3.36B
$441K ﹤0.01%
18,929
-4,100
-18% -$208K
TUR icon
258
iShares MSCI Turkey ETF
TUR
$213M
$428K ﹤0.01%
11,000
– –
COR icon
259
Cencora
COR
$61.6B
$424K ﹤0.01%
1,500
-20,140
-93% -$5.81M
VVX icon
260
V2X
VVX
$2.61B
$421K ﹤0.01%
5,649
-184
-3% -$13.7K
INCY icon
261
Incyte
INCY
$24.3B
$416K ﹤0.01%
+3,670
New +$364K
QLTY icon
262
GMO US Quality ETF
QLTY
$5B
$416K ﹤0.01%
10,000
– –
QCOM icon
263
Qualcomm
QCOM
$174B
$413K ﹤0.01%
2,235
-1,375
-38% -$257K
VIS icon
264
Vanguard Industrials ETF
VIS
$8.39B
$410K ﹤0.01%
1,139
– –
IVV icon
265
iShares Core S&P 500 ETF
IVV
$902B
$399K ﹤0.01%
533
+220
+70% +$160K
LYFT icon
266
Lyft
LYFT
$6.45B
$394K ﹤0.01%
27,000
-349,804
-93% -$4.89M
VZ icon
267
Verizon
VZ
$195B
$385K ﹤0.01%
9,098
+5,170
+132% +$243K
PCTY icon
268
Paylocity
PCTY
$8.1B
$376K ﹤0.01%
3,600
-47,876
-93% -$5.1M
ELV icon
269
Elevance Health
ELV
$85.1B
$375K ﹤0.01%
+970
New +$360K
DVY icon
270
iShares Select Dividend ETF
DVY
$23.6B
$370K ﹤0.01%
2,368
+1,200
+103% +$185K
KCE icon
271
State Street SPDR S&P Capital Markets ETF
KCE
$468M
$368K ﹤0.01%
2,500
– –
URI icon
272
United Rentals
URI
$73B
$366K ﹤0.01%
323
+129
+66% +$123K
LVS icon
273
Las Vegas Sands
LVS
$29.6B
$362K ﹤0.01%
+7,835
New +$406K
SLV icon
274
iShares Silver Trust
SLV
$30.7B
$361K ﹤0.01%
6,750
-56,750
-89% -$3.76M
YPF icon
275
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
$359K ﹤0.01%
+7,900
New +$371K
9 10
11
12 13

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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 Healthcare and Communication Services.

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.