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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

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
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
TEVA icon
1
Teva Pharmaceuticals
TEVA
$42.5B
$1.32B 8.44%
38,922,212
+1,020,000
+3% +$34M
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$121B
$1.08B 6.88%
5,647,173
+1,350,351
+31% +$231M
XLI icon
3
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$918M 5.87%
4,955,697
+944,499
+24% +$164M
NVMI
4
Nova
NVMI
$11.1B
$880M 5.63%
1,620,657
+52,000
+3% +$26.7M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.19T
$787M 5.04%
2,228,776
+693,726
+45% +$248M
SMH icon
6
VanEck Semiconductor ETF
SMH
$65.6B
$651M 4.17%
992,691
+232,244
+31% +$127M
NVDA icon
7
NVIDIA
NVDA
$5.25T
$505M 3.23%
2,522,968
+591,687
+31% +$122M
TSEM icon
8
Tower Semiconductor
TSEM
$23.5B
$451M 2.89%
1,730,723
-284,783
-14% -$68.2M
AMZN icon
9
Amazon
AMZN
$2.87T
$446M 2.85%
1,870,900
+442,770
+31% +$111M
CAMT icon
10
Camtek
CAMT
$6.33B
$432M 2.76%
2,648,396
+720,000
+37% +$128M
XLY icon
11
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$379M 2.42%
3,231,019
+270,687
+9% +$31.6M
XLC icon
12
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$365M 2.34%
3,407,164
+651,980
+24% +$74.3M
MSFT icon
13
Microsoft
MSFT
$3.81T
$353M 2.26%
945,938
+566,159
+149% +$229M
AAPL icon
14
Apple
AAPL
$4.67T
$310M 1.98%
1,070,700
+143,000
+15% +$40.9M
MU icon
15
Micron Technology
MU
$1.05T
$292M 1.87%
253,106
-85,201
-25% -$63.9M
META icon
16
Meta Platforms (Facebook)
META
$1.47T
$276M 1.77%
490,773
+161,190
+49% +$98.6M
AMAT icon
17
Applied Materials
AMAT
$366B
$254M 1.63%
351,313
-53,687
-13% -$24.8M
PANW icon
18
Palo Alto Networks
PANW
$303B
$249M 1.6%
731,523
+407,793
+126% +$93.3M
KBWB icon
19
Invesco KBW Bank ETF
KBWB
$6.8B
$246M 1.57%
2,642,750
+479,000
+22% +$41.9M
XLE icon
20
State Street Energy Select Sector SPDR ETF
XLE
$41.2B
$244M 1.56%
4,589,946
+3,307,435
+258% +$189M
TSM icon
21
TSMC
TSM
$2.17T
$234M 1.5%
489,910
-408,182
-45% -$166M
LQD icon
22
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$214M 1.37%
1,965,000
– –
EWY icon
23
iShares MSCI South Korea ETF
EWY
$28B
$207M 1.32%
1,023,178
-374,322
-27% -$66.1M
LRCX icon
24
Lam Research
LRCX
$378B
$167M 1.07%
385,544
-389,143
-50% -$118M
TSLA icon
25
Tesla
TSLA
$1.38T
$164M 1.05%
390,184
+97,979
+34% +$39M
1
2 3 4 5

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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.