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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
AMD icon
76
Advanced Micro Devices
AMD
$806B
$18M 0.09%
31,059
+20,466
+193% +$8.39M
GD icon
77
General Dynamics
GD
$105B
$17.9M 0.09%
50,397
-442
-0.9% -$151K
CAT icon
78
Caterpillar
CAT
$400B
$17.1M 0.08%
16,039
-96
-0.6% -$84.3K
INTC icon
79
Intel
INTC
$508B
$17M 0.08%
123,593
+105,585
+586% +$10.7M
GFS icon
80
GlobalFoundries
GFS
$27.7B
$16.2M 0.08%
+196,100
New +$13.7M
TXN icon
81
Texas Instruments
TXN
$257B
$16M 0.08%
53,591
+52,991
+8,832% +$14.7M
LQD icon
82
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$14M 0.07%
128,217
– –
TDG icon
83
TransDigm Group
TDG
$69.4B
$13.4M 0.07%
10,091
-475
-4% -$583K
NOC icon
84
Northrop Grumman
NOC
$80.3B
$13.4M 0.07%
26,241
-888
-3% -$512K
FFIV icon
85
F5
FFIV
$23.4B
$12.9M 0.06%
30,955
+156
+0.5% +$55.4K
VEU icon
86
Vanguard FTSE All-World ex-US ETF
VEU
$67.9B
$12.9M 0.06%
153,666
-103,479
-40% -$8.46M
ON icon
87
ON Semiconductor
ON
$18.7B
$12.6M 0.06%
+133,220
New +$13.7M
XHB icon
88
State Street SPDR S&P Homebuilders ETF
XHB
$1.53B
$11.8M 0.06%
+102,250
New +$10.7M
TSLA icon
89
Tesla
TSLA
$1.26T
$11.8M 0.06%
27,945
+699
+3% +$278K
FLIN icon
90
Franklin FTSE India ETF
FLIN
$2.68B
$11.7M 0.06%
330,200
+321,500
+3,695% +$11.2M
NU icon
91
Nu Holdings
NU
$67.9B
$11.7M 0.06%
873,746
+864,396
+9,245% +$11.7M
ZIM icon
92
ZIM Integrated Shipping Services
ZIM
$3.24B
$11.6M 0.06%
445,770
+54,000
+14% +$1.39M
ADI icon
93
Analog Devices
ADI
$185B
$11.4M 0.06%
28,700
+28,300
+7,075% +$11.2M
XBI icon
94
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$11.2M 0.05%
+70,565
New +$9.54M
MELI icon
95
Mercado Libre
MELI
$90.7B
$10.9M 0.05%
6,407
+2,080
+48% +$3.55M
HPE icon
96
Hewlett Packard
HPE
$69.7B
$10.8M 0.05%
+240,000
New +$8.67M
RKLB icon
97
Rocket Lab Corp
RKLB
$47.9B
$10.8M 0.05%
106,475
+308
+0.3% +$30.7K
SPMO icon
98
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$10.8M 0.05%
62,282
+26,702
+75% +$3.76M
MCHP icon
99
Microchip Technology
MCHP
$42.5B
$10.6M 0.05%
+116,350
New +$10.4M
C icon
100
Citigroup
C
$226B
$9.91M 0.05%
70,862
+60,783
+603% +$7.91M
2 3
4
5 6

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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.