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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
+12.25%
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
$9.29B
AUM Growth
+$864M
Cap. Flow
+$11.1M
Cap. Flow %
0.12%
Top 10 Hldgs %
44.77%
Holding
400
New
43
Increased
98
Reduced
100
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$195M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$90.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$68.4M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$182M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$143M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$64.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
276
CF Industries
CF
$18.2B
$49K ﹤0.01%
+543
New +$48.4K
TMHC
277
DELISTED
Taylor Morrison
TMHC
$49K ﹤0.01%
+738
New +$48.6K
SYK icon
278
Stryker
SYK
$133B
$47K ﹤0.01%
+127
New +$49.1K
ZTS icon
279
Zoetis
ZTS
$30.4B
$46K ﹤0.01%
+317
New +$47.9K
BLDR icon
280
Builders FirstSource
BLDR
$7.79B
$44K ﹤0.01%
+366
New +$48.6K
IGSB icon
281
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$44K ﹤0.01%
821
– –
JKHY icon
282
Jack Henry & Associates
JKHY
$10.8B
$44K ﹤0.01%
+297
New +$49.3K
FIS icon
283
Fidelity National Information Services
FIS
$21.6B
$43K ﹤0.01%
+656
New +$47.8K
DAX icon
284
Global X DAX Germany ETF
DAX
$236M
$42K ﹤0.01%
940
– –
NOVT icon
285
Novanta
NOVT
$6.32B
$40K ﹤0.01%
+401
New +$47.7K
MRK icon
286
Merck
MRK
$328B
$39K ﹤0.01%
465
– –
MCHP icon
287
Microchip Technology
MCHP
$43.1B
$37K ﹤0.01%
582
+100
+21% +$6.78K
EBND icon
288
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$36K ﹤0.01%
1,665
– –
ES icon
289
Eversource Energy
ES
$26.9B
$36K ﹤0.01%
+502
New +$32.9K
AAXJ icon
290
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$33K ﹤0.01%
366
-17
-4% -$1.47K
DFE icon
291
WisdomTree Europe SmallCap Dividend Fund
DFE
$168M
$33K ﹤0.01%
470
-70
-13% -$4.93K
MTUM icon
292
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
$33K ﹤0.01%
130
– –
SFM icon
293
Sprouts Farmers Market
SFM
$8.03B
$33K ﹤0.01%
+306
New +$44.5K
FTSL icon
294
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$32K ﹤0.01%
700
– –
BNRG icon
295
Brenmiller Energy
BNRG
$1.22M
$31K ﹤0.01%
+552
New +$40.1K
NOBL icon
296
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$30K ﹤0.01%
580
-286
-33% -$14.8K
DIA icon
297
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$28K ﹤0.01%
61
-134
-69% -$60.4K
ON icon
298
ON Semiconductor
ON
$32.4B
$28K ﹤0.01%
577
+235
+69% +$12.4K
TER icon
299
Teradyne
TER
$63B
$27K ﹤0.01%
196
+39
+25% +$4.26K
HYLS icon
300
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$26K ﹤0.01%
620
– –
10 11
12
13 14

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Migdal Insurance & Financial Holdings's Q3 2025 Portfolio in Review

As of Q3 2025, Migdal Insurance & Financial Holdings held 400 positions worth $9.29B, up 10% from $8.42B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q3 2025 filing shows 43 new, 98 increased, 100 reduced and 76 closed positions. Its largest new stake was iShares US Home Construction ETF: 530,000 shares worth $56.8M. The largest sale was State Street Technology Select Sector SPDR ETF, an estimated $182M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q3 2025 buy was iShares US Home Construction ETF: 530,000 shares worth $56.8M.
  • Migdal Insurance & Financial Holdings added most to Meta Platforms (Facebook) in Q3 2025, an estimated $195M increase.
  • Migdal Insurance & Financial Holdings's biggest Q3 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $182M.
  • Migdal Insurance & Financial Holdings fully exited State Street SPDR S&P Biotech ETF in Q3 2025, selling an estimated $62.2M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $9.29B portfolio in Q3 2025.
  • Migdal Insurance & Financial Holdings opened 43 new positions and closed 76 in Q3 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 10% quarter-over-quarter to $9.29B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.