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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
+31.28%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$15.6B
AUM Growth
+$4.1B
Cap. Flow
+$1.5B
Cap. Flow %
9.58%
Top 10 Hldgs %
47.76%
Holding
442
New
80
Increased
104
Reduced
97
Closed
78
Avg Time Held Equity + Options
13.6 quarters
Top 10 Avg Time Held Equity + Options
5.9 quarters
Top 20 Avg Time Held Equity + Options
7.4 quarters
Avg Time Held Equity only
13.6 quarters
Top 10 Avg Time Held Equity only
5.9 quarters
Top 20 Avg Time Held Equity only
7.4 quarters

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$248M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$231M
3
MSFT icon
Microsoft
MSFT
+$229M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$189M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$164M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365M
2
TSM icon
TSMC
TSM
+$166M
3
LLY icon
Eli Lilly
LLY
+$126M
4
LRCX icon
Lam Research
LRCX
+$118M
5
SNDK icon
Sandisk
SNDK
+$72.8M

Sector Composition

Rank Sector Weight
1 Miscellaneous 36.32%
2 Technology 33.74%
3 Healthcare 11.45%
4 Communication Services 6.95%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
TEVA icon
1
Teva Pharmaceutical Industries Limited
TEVA
$48B
$1.32B 8.44%
38,922,212
+1,020,000
+3% +$34M
2015 Q4
42 quarters
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$129B
$1.08B 6.88%
5,647,173
+1,350,351
+31% +$231M
2021 Q3
19 quarters
XLI icon
3
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$918M 5.87%
4,955,697
+944,499
+24% +$164M
2015 Q4
42 quarters
NVMI icon
4
Nova
NVMI
$10.8B
$880M 5.63%
1,620,657
+52,000
+3% +$26.7M
2016 Q2
40 quarters
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.27T
$787M 5.04%
2,228,776
+693,726
+45% +$248M
2015 Q4
42 quarters
SMH icon
6
VanEck Semiconductor ETF
SMH
$72B
$651M 4.17%
992,691
+232,244
+31% +$127M
2024 Q1
9 quarters
NVDA icon
7
NVIDIA
NVDA
$5.46T
$505M 3.23%
2,522,968
+591,687
+31% +$122M
2016 Q4
38 quarters
TSEM icon
8
Tower Semiconductor
TSEM
$24.5B
$451M 2.89%
1,730,723
-284,783
-14% -$68.2M
2016 Q2
40 quarters
AMZN icon
9
Amazon
AMZN
$2.8T
$446M 2.85%
1,870,900
+442,770
+31% +$111M
2016 Q2
40 quarters
CAMT icon
10
Camtek
CAMT
$6.89B
$432M 2.76%
2,648,396
+720,000
+37% +$128M
2019 Q3
27 quarters
XLY icon
11
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$379M 2.42%
3,231,019
+270,687
+9% +$31.6M
2015 Q4
42 quarters
XLC icon
12
State Street Communication Services Select Sector SPDR ETF
XLC
$23.8B
$365M 2.34%
3,407,164
+651,980
+24% +$74.3M
2018 Q3
31 quarters
MSFT icon
13
Microsoft
MSFT
$4.02T
$353M 2.26%
945,938
+566,159
+149% +$229M
2016 Q4
38 quarters
AAPL icon
14
Apple
AAPL
$4.98T
$310M 1.98%
1,070,700
+143,000
+15% +$40.9M
2015 Q4
42 quarters
MU icon
15
Micron Technology
MU
$1.12T
$292M 1.87%
253,106
-85,201
-25% -$63.9M
2017 Q4
34 quarters
META icon
16
Meta Platforms (Facebook)
META
$1.89T
$276M 1.77%
490,773
+161,190
+49% +$98.6M
2015 Q4
42 quarters
AMAT icon
17
Applied Materials
AMAT
$395B
$254M 1.63%
351,313
-53,687
-13% -$24.8M
2024 Q3
7 quarters
PANW icon
18
Palo Alto Networks
PANW
$330B
$249M 1.6%
731,523
+407,793
+126% +$93.3M
2016 Q4
38 quarters
KBWB icon
19
Invesco KBW Bank ETF
KBWB
$6.29B
$246M 1.57%
2,642,750
+479,000
+22% +$41.9M
2023 Q3
11 quarters
XLE icon
20
State Street Energy Select Sector SPDR ETF
XLE
$42.5B
$244M 1.56%
4,589,946
+3,307,435
+258% +$189M
2015 Q4
42 quarters
TSM icon
21
TSMC
TSM
$2.3T
$234M 1.5%
489,910
-408,182
-45% -$166M
2018 Q2
32 quarters
LQD icon
22
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
$214M 1.37%
1,965,000
– –
2017 Q3
35 quarters
EWY icon
23
iShares MSCI South Korea ETF
EWY
$24.2B
$207M 1.32%
1,023,178
-374,322
-27% -$66.1M
2021 Q4
18 quarters
LRCX icon
24
Lam Research
LRCX
$387B
$167M 1.07%
385,544
-389,143
-50% -$118M
2024 Q2
8 quarters
TSLA icon
25
Tesla
TSLA
$1.49T
$164M 1.05%
390,184
+97,979
+34% +$39M
2019 Q3
27 quarters
1
2 3 4 5

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ECM
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OTPPB
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AIM
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Migdal Insurance & Financial Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Migdal Insurance & Financial Holdings held 442 positions worth $15.6B, up 36% from $11.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.5B of net new capital in Q2 2026, opening 80 new positions and adding to 104 existing holdings. Its largest new stake was Advanced Micro Devices: 231,000 shares worth $134M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 38% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was TSMC, an estimated $166M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q2 2026 buy was Advanced Micro Devices: 231,000 shares worth $134M.
  • Migdal Insurance & Financial Holdings added most to Alphabet (Google) Class C in Q2 2026, an estimated $248M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2026 reduction was TSMC, cutting an estimated $166M.
  • Migdal Insurance & Financial Holdings fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $365M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $15.6B portfolio in Q2 2026.
  • Migdal Insurance & Financial Holdings opened 80 new positions and closed 78 in Q2 2026.
  • Migdal Insurance & Financial Holdings's portfolio value rose 36% quarter-over-quarter to $15.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.