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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
INDA icon
426
iShares MSCI India ETF
INDA
$6.63B
$78K ﹤0.01%
1,575
– –
USAR
427
USA Rare Earth Inc
USAR
$4.71B
$78K ﹤0.01%
3,625
– –
JLL icon
428
Jones Lang LaSalle
JLL
$16.7B
$77K ﹤0.01%
+250
New +$77.7K
CQQQ icon
429
Invesco China Technology ETF
CQQQ
$3.22B
$76K ﹤0.01%
1,340
– –
CTVA icon
430
Corteva
CTVA
$51.3B
$76K ﹤0.01%
900
– –
GEN icon
431
Gen Digital
GEN
$17.5B
$75K ﹤0.01%
3,000
– –
DIA icon
432
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.4B
$74K ﹤0.01%
142
– –
BDX icon
433
Becton Dickinson
BDX
$48.6B
$73K ﹤0.01%
+480
New +$71.8K
CEF icon
434
Sprott Physical Gold and Silver Trust
CEF
$8.04B
$72K ﹤0.01%
+1,800
New +$84.1K
ETR icon
435
Entergy
ETR
$50B
$71K ﹤0.01%
616
+63
+11% +$7.1K
CPNG icon
436
Coupang
CPNG
$29.4B
$69K ﹤0.01%
4,000
– –
XEL icon
437
Xcel Energy
XEL
$48.5B
$67K ﹤0.01%
832
+71
+9% +$5.67K
QTUM icon
438
Defiance Quantum ETF
QTUM
$5.65B
$66K ﹤0.01%
+400
New +$57.5K
EXC icon
439
Exelon
EXC
$47.1B
$64K ﹤0.01%
1,366
-7,632
-85% -$353K
KMI icon
440
Kinder Morgan
KMI
$68.6B
$64K ﹤0.01%
2,000
– –
KBWB icon
441
Invesco KBW Bank ETF
KBWB
$6.88B
$58K ﹤0.01%
620
– –
AVY icon
442
Avery Dennison
AVY
$13.4B
$57K ﹤0.01%
+350
New +$57K
ED icon
443
Consolidated Edison
ED
$39.9B
$55K ﹤0.01%
496
+55
+12% +$5.98K
PR
444
Permian Resources
PR
$16.9B
$55K ﹤0.01%
3,000
-400
-12% -$8.04K
ASLE icon
445
AerSale
ASLE
$279M
$54K ﹤0.01%
8,525
-304
-3% -$1.99K
BCS icon
446
Barclays
BCS
$94.3B
$54K ﹤0.01%
2,000
– –
IWM icon
447
iShares Russell 2000 ETF
IWM
$83B
$54K ﹤0.01%
181
– –
ALL icon
448
Allstate
ALL
$67.9B
$53K ﹤0.01%
224
– –
BEAM icon
449
Beam Therapeutics
BEAM
$2.84B
$53K ﹤0.01%
+1,550
New +$46.8K
VPU
450
Vanguard Utilities ETF
VPU
$8.37B
$53K ﹤0.01%
273
– –
16 17
18
19 20

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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.