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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
EW icon
276
Edwards Lifesciences
EW
$53.6B
$60.9K ﹤0.01%
+761
New +$62.7K
RMD icon
277
ResMed
RMD
$32.8B
$60.6K ﹤0.01%
+270
New +$67.3K
RRX icon
278
Regal Rexnord
RRX
$11.5B
$60.1K ﹤0.01%
+321
New +$59.7K
WSM icon
279
Williams-Sonoma
WSM
$28.9B
$60K ﹤0.01%
329
+12
+4% +$2.4K
STRL icon
280
Sterling Infrastructure
STRL
$16.8B
$59.9K ﹤0.01%
+147
New +$57.5K
VGIT icon
281
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$59.5K ﹤0.01%
1,000
-1,240
-55% -$74.3K
UNP icon
282
Union Pacific
UNP
$174B
$58.5K ﹤0.01%
+241
New +$59K
CL icon
283
Colgate-Palmolive
CL
$73.6B
$57.9K ﹤0.01%
+679
New +$60.5K
UPS icon
284
United Parcel Service
UPS
$88.4B
$56K ﹤0.01%
+569
New +$61K
NSC icon
285
Norfolk Southern
NSC
$75.3B
$55.7K ﹤0.01%
+194
New +$57.7K
AN icon
286
AutoNation
AN
$6.9B
$55.5K ﹤0.01%
+284
New +$57.4K
RPD icon
287
Rapid7
RPD
$827M
$55.1K ﹤0.01%
10,000
-7,000
-41% -$64.3K
BSJR icon
288
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$882M
$54.3K ﹤0.01%
+2,430
New +$54.8K
TSCO icon
289
Tractor Supply
TSCO
$19B
$53.7K ﹤0.01%
+1,185
New +$60.4K
FTCS icon
290
First Trust Capital Strength ETF
FTCS
$7.97B
$53.3K ﹤0.01%
575
-163
-22% -$15.6K
PTC icon
291
PTC
PTC
$16.1B
$53.3K ﹤0.01%
+374
New +$59.1K
SPGI icon
292
S&P Global
SPGI
$121B
$52.7K ﹤0.01%
+124
New +$57.6K
KMB icon
293
Kimberly-Clark
KMB
$36.2B
$51.5K ﹤0.01%
+534
New +$54.7K
ON icon
294
ON Semiconductor
ON
$32.4B
$50.5K ﹤0.01%
816
– –
MANH icon
295
Manhattan Associates
MANH
$11.2B
$49.9K ﹤0.01%
+375
New +$56.2K
TYL icon
296
Tyler Technologies
TYL
$13B
$49K ﹤0.01%
+143
New +$53.2K
FSLR icon
297
First Solar
FSLR
$24.4B
$48.9K ﹤0.01%
+248
New +$54.9K
COF icon
298
Capital One
COF
$136B
$48.9K ﹤0.01%
268
+10
+4% +$2.09K
IFRA icon
299
iShares US Infrastructure ETF
IFRA
$4.62B
$48.6K ﹤0.01%
+850
New +$48.9K
MOMO
300
Hello Group
MOMO
$867M
$46.9K ﹤0.01%
8,140
– –
10 11
12
13 14

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OAC
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CLGM
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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.