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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
+12.25%
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
$9.29B
AUM Growth
+$864M
Cap. Flow
+$11.1M
Cap. Flow %
0.12%
Top 10 Hldgs %
44.77%
Holding
400
New
43
Increased
98
Reduced
100
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$195M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$90.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$68.4M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$182M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$143M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$64.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TCOM icon
226
Trip.com Group
TCOM
$28.7B
$134K ﹤0.01%
1,765
– –
INTC icon
227
Intel
INTC
$509B
$133K ﹤0.01%
3,961
+190
+5% +$4.6K
EWU icon
228
iShares MSCI United Kingdom ETF
EWU
$4.14B
$129K ﹤0.01%
3,063
-387
-11% -$15.8K
NTCT icon
229
NETSCOUT
NTCT
$2.87B
$129K ﹤0.01%
5,000
– –
BITO icon
230
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$128K ﹤0.01%
6,502
+2,233
+52% +$46.5K
STIP icon
231
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$128K ﹤0.01%
1,240
– –
IYC icon
232
iShares US Consumer Discretionary ETF
IYC
$1.21B
$126K ﹤0.01%
1,200
-1,131
-49% -$116K
PNC icon
233
PNC Financial Services
PNC
$102B
$116K ﹤0.01%
579
+122
+27% +$24.1K
USB icon
234
US Bancorp
USB
$101B
$116K ﹤0.01%
2,395
+512
+27% +$24.2K
NFTY icon
235
First Trust India Nifty 50 Equal Weight ETF
NFTY
$117M
$114K ﹤0.01%
2,000
– –
MPWR icon
236
Monolithic Power Systems
MPWR
$70B
$113K ﹤0.01%
123
+15
+14% +$12.2K
PG icon
237
Procter & Gamble
PG
$335B
$111K ﹤0.01%
721
– –
TFC icon
238
Truist Financial
TFC
$64.3B
$105K ﹤0.01%
2,290
+471
+26% +$21.2K
UCON icon
239
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$103K ﹤0.01%
4,080
– –
SHM icon
240
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$101K ﹤0.01%
2,100
– –
GBIL icon
241
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$99K ﹤0.01%
1,025
-2,910
-74% -$291K
OSPN icon
242
OneSpan
OSPN
$609M
$95K ﹤0.01%
6,000
– –
KO icon
243
Coca-Cola
KO
$373B
$88K ﹤0.01%
1,324
-2,629
-67% -$181K
JOYY
244
JOYY Inc
JOYY
$3.74B
$87K ﹤0.01%
1,479
– –
BSJP
245
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$76K ﹤0.01%
3,315
-657
-17% -$15.2K
FOXA icon
246
Fox Class A
FOXA
$26.5B
$75K ﹤0.01%
+1,185
New +$68.6K
VGIT icon
247
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$75K ﹤0.01%
1,251
+353
+39% +$21.1K
BND icon
248
Vanguard Total Bond Market
BND
$161B
$74K ﹤0.01%
989
– –
EWG icon
249
iShares MSCI Germany ETF
EWG
$1.67B
$74K ﹤0.01%
1,777
– –
FOX icon
250
Fox Class B
FOX
$23.5B
$74K ﹤0.01%
+1,286
New +$67.9K
8 9
10
11 12

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Migdal Insurance & Financial Holdings's Q3 2025 Portfolio in Review

As of Q3 2025, Migdal Insurance & Financial Holdings held 400 positions worth $9.29B, up 10% from $8.42B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q3 2025 filing shows 43 new, 98 increased, 100 reduced and 76 closed positions. Its largest new stake was iShares US Home Construction ETF: 530,000 shares worth $56.8M. The largest sale was State Street Technology Select Sector SPDR ETF, an estimated $182M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q3 2025 buy was iShares US Home Construction ETF: 530,000 shares worth $56.8M.
  • Migdal Insurance & Financial Holdings added most to Meta Platforms (Facebook) in Q3 2025, an estimated $195M increase.
  • Migdal Insurance & Financial Holdings's biggest Q3 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $182M.
  • Migdal Insurance & Financial Holdings fully exited State Street SPDR S&P Biotech ETF in Q3 2025, selling an estimated $62.2M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $9.29B portfolio in Q3 2025.
  • Migdal Insurance & Financial Holdings opened 43 new positions and closed 76 in Q3 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 10% quarter-over-quarter to $9.29B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.