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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
+6.39%
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
$11.5B
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
PH icon
251
Parker-Hannifin
PH
$135B
$87.7K ﹤0.01%
98
– –
NXT icon
252
Nextpower Inc
NXT
$15.7B
$86.4K ﹤0.01%
+717
New +$79.4K
JOYY
253
JOYY Inc
JOYY
$3.74B
$86.4K ﹤0.01%
1,479
– –
TKO icon
254
TKO Group
TKO
$14.3B
$84.7K ﹤0.01%
420
+64
+18% +$13.1K
ONTO icon
255
Onto Innovation
ONTO
$20.6B
$84.1K ﹤0.01%
+410
New +$83.9K
MTSI icon
256
MACOM Technology Solutions
MTSI
$23.7B
$83.3K ﹤0.01%
375
-84
-18% -$18.8K
IBM icon
257
IBM
IBM
$222B
$79.3K ﹤0.01%
327
+40
+14% +$10.8K
MPWR icon
258
Monolithic Power Systems
MPWR
$70B
$78.7K ﹤0.01%
72
– –
UCON icon
259
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$76.3K ﹤0.01%
3,080
-1,000
-25% -$25.1K
IVW icon
260
iShares S&P 500 Growth ETF
IVW
$77.3B
$75.1K ﹤0.01%
+664
New +$79.9K
MSI icon
261
Motorola Solutions
MSI
$77.7B
$74.2K ﹤0.01%
171
+46
+37% +$19.9K
HTHT icon
262
Huazhu Hotels Group
HTHT
$12.7B
$73.7K ﹤0.01%
1,466
– –
XLRE icon
263
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$72.3K ﹤0.01%
1,770
-1,148,676
-100% -$48.1M
FXI icon
264
iShares China Large-Cap ETF
FXI
$4.2B
$71.8K ﹤0.01%
+2,000
New +$76.1K
AIRR icon
265
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$71.5K ﹤0.01%
+645
New +$73K
ROST icon
266
Ross Stores
ROST
$79.6B
$71.1K ﹤0.01%
+328
New +$65.3K
FVD icon
267
First Trust Value Line Dividend Fund
FVD
$8.36B
$69.7K ﹤0.01%
1,483
– –
ORCL icon
268
Oracle
ORCL
$442B
$69.1K ﹤0.01%
470
-256,117
-100% -$41.6M
GEV icon
269
GE Vernova
GEV
$277B
$65.5K ﹤0.01%
+75
New +$58.5K
VRTX icon
270
Vertex Pharmaceuticals
VRTX
$133B
$64.7K ﹤0.01%
+145
New +$67.6K
MOAT icon
271
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$63.8K ﹤0.01%
660
– –
CSX icon
272
CSX Corp
CSX
$92.8B
$63.2K ﹤0.01%
+1,540
New +$60.4K
FISV
273
Fiserv Inc
FISV
$27.4B
$62.5K ﹤0.01%
+1,120
New +$69.3K
MO icon
274
Altria Group
MO
$107B
$62.3K ﹤0.01%
+944
New +$60.7K
ZTS icon
275
Zoetis
ZTS
$30.4B
$61.6K ﹤0.01%
+521
New +$64.4K
9 10
11
12 13

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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.