We are live on ! Find out more
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
FTCS icon
251
First Trust Capital Strength ETF
FTCS
$7.97B
$68K ﹤0.01%
738
– –
FVD icon
252
First Trust Value Line Dividend Fund
FVD
$8.36B
$68K ﹤0.01%
1,483
– –
MOAT icon
253
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$68K ﹤0.01%
660
– –
COHR icon
254
Coherent
COHR
$69.6B
$66K ﹤0.01%
+358
New +$53.5K
MPWR icon
255
Monolithic Power Systems
MPWR
$70B
$65K ﹤0.01%
72
-51
-41% -$49.1K
G icon
256
Genpact
G
$5.7B
$64K ﹤0.01%
+1,364
New +$59K
COF icon
257
Capital One
COF
$136B
$63K ﹤0.01%
+258
New +$57.4K
XLP icon
258
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$62K ﹤0.01%
794
-1,120,047
-100% -$87.4M
FINX icon
259
Global X FinTech ETF
FINX
$166M
$58K ﹤0.01%
1,960
– –
LULU icon
260
lululemon athletica
LULU
$13.7B
$58K ﹤0.01%
279
+254
+1,016% +$46K
FDX icon
261
FedEx
FDX
$77.3B
$57K ﹤0.01%
+197
New +$51.7K
PTF icon
262
Invesco Dorsey Wright Technology Momentum ETF
PTF
$654M
$57K ﹤0.01%
+744
New +$58.1K
WSM icon
263
Williams-Sonoma
WSM
$28.9B
$57K ﹤0.01%
+317
New +$59.4K
CPAY icon
264
Corpay
CPAY
$26.9B
$57K ﹤0.01%
+190
New +$55.2K
INTU icon
265
Intuit
INTU
$91.6B
$56K ﹤0.01%
+84
New +$55.5K
IWP icon
266
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$56K ﹤0.01%
410
– –
MCHP icon
267
Microchip Technology
MCHP
$43.1B
$56K ﹤0.01%
871
+289
+50% +$17.8K
MTD icon
268
Mettler-Toledo International
MTD
$28.8B
$56K ﹤0.01%
+40
New +$55.9K
RL icon
269
Ralph Lauren
RL
$23.6B
$56K ﹤0.01%
+159
New +$54.2K
CME icon
270
CME Group
CME
$94.3B
$55K ﹤0.01%
+203
New +$55.2K
ULTA icon
271
Ulta Beauty
ULTA
$22.9B
$55K ﹤0.01%
+91
New +$50K
TER icon
272
Teradyne
TER
$63B
$54K ﹤0.01%
279
+83
+42% +$14.2K
MOMO
273
Hello Group
MOMO
$867M
$53K ﹤0.01%
8,140
– –
MNST icon
274
Monster Beverage
MNST
$90.1B
$52K ﹤0.01%
+1,366
New +$48.9K
NTAP icon
275
NetApp
NTAP
$39.6B
$52K ﹤0.01%
+484
New +$55.3K
9 10
11
12 13

Similar funds

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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.