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
+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
HACK icon
451
Amplify Cybersecurity ETF
HACK
$2.9B
$52K ﹤0.01%
500
– –
HGV icon
452
Hilton Grand Vacations
HGV
$3.55B
$52K ﹤0.01%
1,000
– –
WEC icon
453
WEC Energy
WEC
$35.1B
$51K ﹤0.01%
438
+41
+10% +$4.68K
VMC icon
454
Vulcan Materials
VMC
$36.9B
$50K ﹤0.01%
170
+11
+7% +$3.15K
PCG icon
455
PG&E
PCG
$38.5B
$49K ﹤0.01%
2,935
+255
+10% +$4.29K
F icon
456
Ford
F
$55.7B
$48K ﹤0.01%
3,442
+750
+28% +$10.1K
BWAY
457
Brainsway
BWAY
$622M
$47K ﹤0.01%
3,000
– –
VDC icon
458
Vanguard Consumer Staples ETF
VDC
$7.99B
$47K ﹤0.01%
208
– –
MLM icon
459
Martin Marietta Materials
MLM
$33B
$46K ﹤0.01%
80
+7
+10% +$4.15K
IPAY icon
460
Amplify Mobile Payments ETF
IPAY
$182M
$45K ﹤0.01%
975
– –
NOBL icon
461
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$45K ﹤0.01%
794
-6,400
-89% -$346K
BN icon
462
Brookfield
BN
$108B
$44K ﹤0.01%
1,035
– –
CCI icon
463
Crown Castle
CCI
$32.2B
$44K ﹤0.01%
581
+49
+9% +$4.3K
HSY icon
464
Hershey
HSY
$36.6B
$44K ﹤0.01%
250
– –
DTE icon
465
DTE Energy
DTE
$29.1B
$43K ﹤0.01%
280
+26
+10% +$3.8K
AEE icon
466
Ameren
AEE
$30.1B
$42K ﹤0.01%
374
+37
+11% +$4.09K
PENG
467
Penguin Solutions Inc
PENG
$2.99B
$42K ﹤0.01%
+550
New +$25K
KKR icon
468
KKR & Co
KKR
$92.3B
$41K ﹤0.01%
450
– –
ATO icon
469
Atmos Energy
ATO
$28.8B
$39K ﹤0.01%
229
+27
+13% +$4.83K
CNP icon
470
CenterPoint Energy
CNP
$26.8B
$38K ﹤0.01%
874
+75
+9% +$3.21K
EIX icon
471
Edison International
EIX
$26.4B
$38K ﹤0.01%
517
+47
+10% +$3.35K
ODYS
472
Odysight.ai Inc
ODYS
$74.5M
$38K ﹤0.01%
9,000
+1,000
+13% +$4.87K
ES icon
473
Eversource Energy
ES
$27.2B
$37K ﹤0.01%
509
+51
+11% +$3.53K
FE icon
474
FirstEnergy
FE
$27.5B
$37K ﹤0.01%
770
+65
+9% +$3.09K
PPL
475
PPL Corp
PPL
$26.7B
$36K ﹤0.01%
1,004
+88
+10% +$3.25K
17 18
19
20 21

Similar funds

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 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.