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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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBR icon
301
Petrobras
PBR
$114B
$27K ﹤0.01%
2,180
– –
HYLS icon
302
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$26K ﹤0.01%
620
– –
ITUB icon
303
Itaú Unibanco
ITUB
$81.6B
$26K ﹤0.01%
4,078
-1
-0% -$6
IEI icon
304
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$25K ﹤0.01%
+212
New +$25K
PLTK icon
305
Playtika
PLTK
$904M
$25K ﹤0.01%
5,298
+1,222
+30% +$6.01K
FPE icon
306
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$24K ﹤0.01%
1,373
– –
EWZ icon
307
iShares MSCI Brazil ETF
EWZ
$8.57B
$21K ﹤0.01%
+730
New +$19.7K
ON icon
308
ON Semiconductor
ON
$32.4B
$18K ﹤0.01%
342
-2,064
-86% -$89.7K
RTX icon
309
RTX Corp
RTX
$300B
$18K ﹤0.01%
125
-249
-67% -$33.2K
EWL icon
310
iShares MSCI Switzerland ETF
EWL
$2.22B
$16K ﹤0.01%
285
– –
DSI icon
311
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$15K ﹤0.01%
125
– –
FIW icon
312
First Trust Water ETF
FIW
$1.92B
$15K ﹤0.01%
136
– –
NULV icon
313
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$14K ﹤0.01%
339
– –
TER icon
314
Teradyne
TER
$63B
$14K ﹤0.01%
157
-791
-83% -$63.2K
IBDT icon
315
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$13K ﹤0.01%
500
-2,040
-80% -$51.4K
VGT icon
316
Vanguard Information Technology ETF
VGT
$149B
$13K ﹤0.01%
160
– –
EXP icon
317
Eagle Materials
EXP
$6.47B
$12K ﹤0.01%
60
– –
EFA icon
318
iShares MSCI EAFE ETF
EFA
$80.2B
$10K ﹤0.01%
+112
New +$9.56K
FDRR icon
319
Fidelity Dividend ETF for Rising Rates
FDRR
$760M
$10K ﹤0.01%
180
– –
IHI icon
320
iShares US Medical Devices ETF
IHI
$3.48B
$9K ﹤0.01%
150
-1,183
-89% -$71.1K
BBAX icon
321
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.8B
$8K ﹤0.01%
145
– –
INDA icon
322
iShares MSCI India ETF
INDA
$6.58B
$8K ﹤0.01%
150
– –
VPL icon
323
Vanguard FTSE Pacific ETF
VPL
$8.58B
$8K ﹤0.01%
+100
New +$7.63K
HEDJ icon
324
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$5K ﹤0.01%
110
– –
ITA icon
325
iShares US Aerospace & Defense ETF
ITA
$15B
$5K ﹤0.01%
24
– –
11 12
13
14 15

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

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

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.