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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
CIBR icon
476
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$35K ﹤0.01%
390
– –
AWK icon
477
American Water Works
AWK
$26.9B
$34K ﹤0.01%
260
+22
+9% +$2.83K
NIO icon
478
NIO
NIO
$11.8B
$33K ﹤0.01%
6,673
– –
CMS icon
479
CMS Energy
CMS
$22.3B
$32K ﹤0.01%
417
-857
-67% -$64.2K
NI icon
480
NiSource
NI
$20.7B
$31K ﹤0.01%
649
+65
+11% +$3.08K
IVW icon
481
iShares S&P 500 Growth ETF
IVW
$77.5B
$30K ﹤0.01%
220
– –
IGIB icon
482
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$29K ﹤0.01%
+547
New +$29.1K
EVRG icon
483
Evergy
EVRG
$19.2B
$27K ﹤0.01%
312
+31
+11% +$2.57K
LII icon
484
Lennox International
LII
$15.3B
$27K ﹤0.01%
47
+4
+9% +$2.04K
LNT icon
485
Alliant Energy
LNT
$18B
$27K ﹤0.01%
348
+34
+11% +$2.48K
VCIT icon
486
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$27K ﹤0.01%
+324
New +$26.8K
ONDS icon
487
Ondas Inc
ONDS
$4.99B
$26K ﹤0.01%
+3,200
New +$31.6K
APG icon
488
APi Group
APG
$18.1B
$25K ﹤0.01%
593
+67
+13% +$2.93K
SBAC icon
489
SBA Communications
SBAC
$19.6B
$25K ﹤0.01%
143
+14
+11% +$2.89K
NVTS icon
490
Navitas Semiconductor
NVTS
$3.5B
$24K ﹤0.01%
+1,340
New +$25.6K
TLN
491
Talen Energy Corp
TLN
$16.2B
$23K ﹤0.01%
60
+5
+9% +$1.83K
MAS icon
492
Masco
MAS
$15.3B
$22K ﹤0.01%
272
+24
+10% +$1.67K
FNV icon
493
Franco-Nevada
FNV
$46.3B
$21K ﹤0.01%
100
– –
BIB icon
494
ProShares Ultra NASDAQ Biotechnology
BIB
$84.5M
$20K ﹤0.01%
198
– –
CSL icon
495
Carlisle Companies
CSL
$15.5B
$20K ﹤0.01%
54
-196
-78% -$68.7K
J icon
496
Jacobs Solutions
J
$17B
$20K ﹤0.01%
157
+14
+10% +$1.72K
LIT icon
497
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$20K ﹤0.01%
+250
New +$20.7K
ESPO icon
498
VanEck Video Gaming and eSports ETF
ESPO
$257M
$18K ﹤0.01%
206
– –
PNW icon
499
Pinnacle West Capital
PNW
$12.3B
$18K ﹤0.01%
164
+17
+12% +$1.74K
SKYY icon
500
First Trust Cloud Computing ETF
SKYY
$3.13B
$18K ﹤0.01%
135
– –
18 19
20
21 22

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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.