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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
EBND icon
301
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$28.3K ﹤0.01%
1,355
-310
-19% -$6.5K
AM icon
302
Antero Midstream
AM
$10.6B
$28.1K ﹤0.01%
+1,233
New +$26.8K
ROP icon
303
Roper Technologies
ROP
$42.2B
$27.7K ﹤0.01%
+82
New +$28K
OHI icon
304
Omega Healthcare
OHI
$13.9B
$27.2K ﹤0.01%
+571
New +$26.5K
VWO icon
305
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$26.9K ﹤0.01%
450
– –
FCN icon
306
FTI Consulting
FCN
$4.25B
$26.4K ﹤0.01%
+177
New +$29K
JBL icon
307
Jabil
JBL
$31.6B
$25.8K ﹤0.01%
+67
New +$23.1K
QTUM icon
308
Defiance Quantum ETF
QTUM
$5.53B
$25.3K ﹤0.01%
153
– –
HYLS icon
309
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$25.2K ﹤0.01%
620
– –
FDD icon
310
First Trust STOXX European Select Dividend Income Fund
FDD
$929M
$25.1K ﹤0.01%
+1,355
New +$26K
MO icon
311
Altria Group
MO
$115B
$24K ﹤0.01%
334
-610
-65% -$42.6K
MEDP icon
312
Medpace
MEDP
$16.8B
$23.8K ﹤0.01%
+45
New +$20.8K
COIN icon
313
Coinbase
COIN
$47.1B
$23.8K ﹤0.01%
163
+101
+163% +$18.2K
SNY icon
314
Sanofi
SNY
$107B
$22.2K ﹤0.01%
+521
New +$23.3K
GMED icon
315
Globus Medical
GMED
$11.1B
$21.8K ﹤0.01%
+276
New +$23.5K
DRUP icon
316
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$52.9M
$21.1K ﹤0.01%
340
– –
IYZ icon
317
iShares US Telecommunications ETF
IYZ
$1.28B
$20.9K ﹤0.01%
495
– –
EME icon
318
Emcor
EME
$32.6B
$20.7K ﹤0.01%
+25
New +$21.1K
RDIV icon
319
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.41B
$20K ﹤0.01%
+345
New +$19.7K
SO icon
320
Southern Company
SO
$102B
$19.9K ﹤0.01%
208
-248
-54% -$23.3K
WMB icon
321
Williams Companies
WMB
$90.2B
$19.8K ﹤0.01%
+266
New +$19.6K
BMY icon
322
Bristol-Myers Squibb
BMY
$136B
$19.8K ﹤0.01%
+343
New +$19.7K
ROBO icon
323
ROBO Global Robotics & Automation Index ETF
ROBO
$2.05B
$19.7K ﹤0.01%
230
– –
DUK icon
324
Duke Energy
DUK
$93.8B
$19.6K ﹤0.01%
+155
New +$19.6K
DFE icon
325
WisdomTree Europe SmallCap Dividend Fund
DFE
$167M
$19.4K ﹤0.01%
270
-200
-43% -$15.1K
11 12
13
14 15

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GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
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.