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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
OEF icon
251
iShares S&P 100 ETF
OEF
$20.5B
$110K ﹤0.01%
301
-300
-50% -$107K
CGNX icon
252
Cognex
CGNX
$10.2B
$109K ﹤0.01%
+1,507
New +$91.4K
CIEN icon
253
Ciena
CIEN
$53.6B
$109K ﹤0.01%
222
-33,778
-99% -$17.2M
CVNA icon
254
Carvana
CVNA
$53.3B
$109K ﹤0.01%
+1,653
New +$117K
EZU icon
255
iShare MSCI Eurozone ETF
EZU
$9.87B
$108K ﹤0.01%
1,558
-570
-27% -$38.4K
NFTY icon
256
First Trust India Nifty 50 Equal Weight ETF
NFTY
$117M
$108K ﹤0.01%
2,000
– –
ECHO
257
EchoStar
ECHO
$25.2B
$103K ﹤0.01%
+1,014
New +$124K
SHM icon
258
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$101K ﹤0.01%
2,100
– –
SAP icon
259
SAP
SAP
$256B
$100K ﹤0.01%
646
-16
-2% -$2.73K
SPYV icon
260
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$99.9K ﹤0.01%
1,765
– –
PH icon
261
Parker-Hannifin
PH
$125B
$95.9K ﹤0.01%
98
– –
GWRE icon
262
Guidewire Software
GWRE
$17.1B
$95K ﹤0.01%
+772
New +$103K
MOMO
263
Hello Group
MOMO
$845M
$94.3K ﹤0.01%
16,280
+8,140
+100% +$48.6K
INTU icon
264
Intuit
INTU
$97.9B
$92.1K ﹤0.01%
+353
New +$123K
IFRA icon
265
iShares US Infrastructure ETF
IFRA
$4.2B
$90.9K ﹤0.01%
1,442
+592
+70% +$36.1K
TCOM icon
266
Trip.com Group
TCOM
$28.6B
$87.9K ﹤0.01%
1,765
– –
FXI icon
267
iShares China Large-Cap ETF
FXI
$4.23B
$87.7K ﹤0.01%
2,500
+500
+25% +$17.8K
AIRR icon
268
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.61B
$85.9K ﹤0.01%
645
– –
UCON icon
269
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$76.6K ﹤0.01%
3,080
– –
FLR icon
270
Fluor
FLR
$7.12B
$66.3K ﹤0.01%
+1,266
New +$62K
FVD icon
271
First Trust Value Line Dividend Fund
FVD
$8.26B
$64.9K ﹤0.01%
1,347
-136
-9% -$6.48K
KEYS icon
272
Keysight
KEYS
$54.5B
$62.7K ﹤0.01%
+179
New +$61K
VGIT icon
273
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.3B
$59K ﹤0.01%
1,000
– –
FND icon
274
Floor & Decor
FND
$5.64B
$58K ﹤0.01%
+977
New +$49.5K
INDA icon
275
iShares MSCI India ETF
INDA
$6.61B
$56.9K ﹤0.01%
+1,154
New +$56.3K
9 10
11
12 13

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GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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.