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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 52.5%
This Fund
S&P 500
This Quarter Est. Return
+6.39%
1 Year Est. Return
+52.5%
3 Year Est. Return
+121.22%
5 Year Est. Return
+148.45%
10 Year Est. Return
+570.87%
AUM
$11.5B
AUM Growth
-$98.7M
Cap. Flow
-$29.6M
Cap. Flow %
-0.26%
Top 10 Hldgs %
44.79%
Holding
436
New
90
Increased
95
Reduced
107
Closed
74

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$373M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$175M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$142M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$134M
5
MU icon
Micron Technology
MU
+$131M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$767M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$251M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$202M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$143M
5
META icon
Meta Platforms (Facebook)
META
+$136M

Sector Composition

Rank Sector Weight
1 Technology 30.12%
2 Healthcare 13.42%
3 Communication Services 5.62%
4 Consumer Discretionary 4.29%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLP icon
226
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$155K ﹤0.01%
1,885
+1,091
+137% +$91.9K
COST icon
227
Costco
COST
$432B
$152K ﹤0.01%
153
-50
-25% -$48.7K
FDN icon
228
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.99B
$151K ﹤0.01%
647
-301
-32% -$75K
GS icon
229
Goldman Sachs
GS
$289B
$144K ﹤0.01%
170
-48
-22% -$42.8K
VONG icon
230
Vanguard Russell 1000 Growth ETF
VONG
$41.2B
$143K ﹤0.01%
1,302
– –
STIP icon
231
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$136K ﹤0.01%
1,312
+72
+6% +$7.41K
EZU icon
232
iShare MSCI Eurozone ETF
EZU
$9.38B
$133K ﹤0.01%
2,128
– –
S icon
233
SentinelOne
S
$6.35B
$129K ﹤0.01%
10,000
-8,000
-44% -$111K
NTCT icon
234
NETSCOUT
NTCT
$2.83B
$127K ﹤0.01%
4,000
– –
QUAL icon
235
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$122K ﹤0.01%
635
-16
-2% -$3.21K
SAP icon
236
SAP
SAP
$215B
$114K ﹤0.01%
662
-11
-2% -$2.27K
ASHR icon
237
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
$114K ﹤0.01%
3,500
-1,800
-34% -$60.3K
BKNG icon
238
Booking.com
BKNG
$156B
$105K ﹤0.01%
625
– –
PG icon
239
Procter & Gamble
PG
$340B
$104K ﹤0.01%
721
– –
NFTY icon
240
First Trust India Nifty 50 Equal Weight ETF
NFTY
$133M
$103K ﹤0.01%
2,000
– –
CF icon
241
CF Industries
CF
$19.6B
$102K ﹤0.01%
789
+253
+47% +$25.8K
NVO
242
Novo Nordisk
NVO
$228B
$102K ﹤0.01%
2,780
– –
SHM icon
243
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$100K ﹤0.01%
2,100
– –
SPYV icon
244
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$99.9K ﹤0.01%
+1,765
New +$102K
KO icon
245
Coca-Cola
KO
$383B
$99.4K ﹤0.01%
1,307
+698
+115% +$52.8K
XPO icon
246
XPO
XPO
$23.4B
$98.8K ﹤0.01%
+508
New +$91.1K
MTZ icon
247
MasTec
MTZ
$22.7B
$95.2K ﹤0.01%
296
+156
+111% +$42.2K
CRS icon
248
Carpenter Technology
CRS
$26.4B
$94.6K ﹤0.01%
+240
New +$87.4K
TWLO icon
249
Twilio
TWLO
$28.6B
$91.8K ﹤0.01%
+730
New +$89.8K
TCOM icon
250
Trip.com Group
TCOM
$29B
$87.9K ﹤0.01%
1,765
– –
8 9
10
11 12

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Migdal Insurance & Financial Holdings's Q1 2026 Portfolio in Review

As of Q1 2026, Migdal Insurance & Financial Holdings held 436 positions worth $11.5B, down 0.85% from $11.6B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q1 2026 filing shows 90 new, 95 increased, 107 reduced and 74 closed positions. Its largest new stake was VanEck Gold Miners ETF: 1,360,000 shares worth $125M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $767M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 25% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q1 2026 buy was VanEck Gold Miners ETF: 1,360,000 shares worth $125M.
  • Migdal Insurance & Financial Holdings added most to Invesco S&P 500 Equal Weight ETF in Q1 2026, an estimated $373M increase.
  • Migdal Insurance & Financial Holdings's biggest Q1 2026 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $767M.
  • Migdal Insurance & Financial Holdings fully exited iShares US Home Construction ETF in Q1 2026, selling an estimated $51M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $11.5B portfolio in Q1 2026.
  • Migdal Insurance & Financial Holdings opened 90 new positions and closed 74 in Q1 2026.
  • Migdal Insurance & Financial Holdings's portfolio value fell 0.85% quarter-over-quarter to $11.5B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.