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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
CROX icon
276
Crocs
CROX
$5.86B
$55K ﹤0.01%
+456
New +$49.8K
SOFI icon
277
SoFi Technologies
SOFI
$23.3B
$49.3K ﹤0.01%
2,750
-40,035
-94% -$678K
MTUM icon
278
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
$44.6K ﹤0.01%
130
– –
AAXJ icon
279
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.88B
$43.7K ﹤0.01%
366
– –
RIO icon
280
Rio Tinto
RIO
$168B
$43.7K ﹤0.01%
460
– –
FIX icon
281
Comfort Systems
FIX
$53.5B
$43.6K ﹤0.01%
22
+12
+120% +$21.8K
FINX icon
282
Global X FinTech ETF
FINX
$175M
$43.5K ﹤0.01%
1,760
– –
IGSB icon
283
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$43K ﹤0.01%
821
– –
FTCS icon
284
First Trust Capital Strength ETF
FTCS
$8B
$39.9K ﹤0.01%
425
-150
-26% -$14K
HUBS icon
285
HubSpot
HUBS
$13B
$38.3K ﹤0.01%
+210
New +$43.9K
DDOG icon
286
Datadog
DDOG
$85.1B
$37K ﹤0.01%
+142
New +$26.4K
DRAM
287
Roundhill Memory ETF
DRAM
$26.2B
$36.9K ﹤0.01%
+500
New +$26K
KRC icon
288
Kilroy Realty
KRC
$4.21B
$35K ﹤0.01%
+935
New +$31.8K
MOAT icon
289
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
$33.9K ﹤0.01%
326
-334
-51% -$33.8K
BND icon
290
Vanguard Total Bond Market
BND
$161B
$33.3K ﹤0.01%
453
– –
IWP icon
291
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$32.8K ﹤0.01%
224
– –
RNR icon
292
RenaissanceRe
RNR
$13.7B
$32K ﹤0.01%
+101
New +$30.4K
DIA icon
293
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$31.9K ﹤0.01%
61
– –
DHS icon
294
WisdomTree US High Dividend Fund
DHS
$1.6B
$30.7K ﹤0.01%
+270
New +$30.1K
ARMK icon
295
Aramark
ARMK
$15.3B
$30.3K ﹤0.01%
+532
New +$26.3K
NBIX icon
296
Neurocrine Biosciences
NBIX
$15.7B
$30K ﹤0.01%
+178
New +$26.4K
EXI icon
297
iShares Global Industrials ETF
EXI
$1.45B
$29.5K ﹤0.01%
147
– –
ARES icon
298
Ares Management
ARES
$32.1B
$29.3K ﹤0.01%
+263
New +$31.6K
OSPN icon
299
OneSpan
OSPN
$610M
$28.7K ﹤0.01%
2,000
– –
FNF icon
300
Fidelity National Financial
FNF
$12.8B
$28.5K ﹤0.01%
+604
New +$29.3K
10 11
12
13 14

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GF
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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.