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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
+9.26%
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
$11.6B
AUM Growth
+$2.34B
Cap. Flow
+$1.76B
Cap. Flow %
15.16%
Top 10 Hldgs %
48.02%
Holding
392
New
68
Increased
85
Reduced
97
Closed
46

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$759M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$244M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$121M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$87.4M
3
LLY icon
Eli Lilly
LLY
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BITO icon
226
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$137K ﹤0.01%
11,273
+4,771
+73% +$74.8K
EZU icon
227
iShare MSCI Eurozone ETF
EZU
$9.93B
$136K ﹤0.01%
2,128
-180
-8% -$11.3K
EWU icon
228
iShares MSCI United Kingdom ETF
EWU
$4.14B
$135K ﹤0.01%
3,063
– –
BKNG icon
229
Booking.com
BKNG
$159B
$134K ﹤0.01%
625
– –
VGIT icon
230
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$134K ﹤0.01%
2,240
+989
+79% +$59.5K
QUAL icon
231
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$129K ﹤0.01%
651
-1,016
-61% -$200K
TCOM icon
232
Trip.com Group
TCOM
$28.7B
$128K ﹤0.01%
1,765
– –
STIP icon
233
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$127K ﹤0.01%
1,240
– –
PLUG icon
234
Plug Power
PLUG
$3.2B
$120K ﹤0.01%
+61,000
New +$159K
NFTY icon
235
First Trust India Nifty 50 Equal Weight ETF
NFTY
$117M
$116K ﹤0.01%
2,000
– –
NTCT icon
236
NETSCOUT
NTCT
$2.87B
$108K ﹤0.01%
4,000
-1,000
-20% -$27K
PG icon
237
Procter & Gamble
PG
$335B
$103K ﹤0.01%
721
– –
UCON icon
238
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$103K ﹤0.01%
4,080
– –
GBIL icon
239
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$102K ﹤0.01%
1,025
– –
SHM icon
240
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$101K ﹤0.01%
2,100
– –
JOYY
241
JOYY Inc
JOYY
$3.74B
$95K ﹤0.01%
1,479
– –
PH icon
242
Parker-Hannifin
PH
$135B
$86K ﹤0.01%
+98
New +$80.2K
IBM icon
243
IBM
IBM
$222B
$85K ﹤0.01%
287
-2,209
-89% -$662K
MTSI icon
244
MACOM Technology Solutions
MTSI
$23.7B
$79K ﹤0.01%
+459
New +$72.9K
EWG icon
245
iShares MSCI Germany ETF
EWG
$1.67B
$75K ﹤0.01%
1,777
– –
TKO icon
246
TKO Group
TKO
$14.3B
$74K ﹤0.01%
+356
New +$69.2K
BND icon
247
Vanguard Total Bond Market
BND
$161B
$73K ﹤0.01%
989
– –
EWZ icon
248
iShares MSCI Brazil ETF
EWZ
$8.57B
$71K ﹤0.01%
2,230
– –
CMCSA icon
249
Comcast
CMCSA
$90.4B
$69K ﹤0.01%
+2,306
New +$65.8K
HTHT icon
250
Huazhu Hotels Group
HTHT
$12.7B
$69K ﹤0.01%
1,466
– –
8 9
10
11 12

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Migdal Insurance & Financial Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Migdal Insurance & Financial Holdings held 392 positions worth $11.6B, up 25% from $9.29B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.76B of net new capital in Q4 2025, opening 68 new positions and adding to 85 existing holdings. Its largest new stake was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Invesco KBW Bank ETF, an estimated $121M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2025 buy was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.
  • Migdal Insurance & Financial Holdings added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $759M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2025 reduction was Invesco KBW Bank ETF, cutting an estimated $121M.
  • Migdal Insurance & Financial Holdings fully exited Vertex Pharmaceuticals in Q4 2025, selling an estimated $29.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $11.6B portfolio in Q4 2025.
  • Migdal Insurance & Financial Holdings opened 68 new positions and closed 46 in Q4 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 25% quarter-over-quarter to $11.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.