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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
FPE icon
301
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$25K ﹤0.01%
1,373
– –
IYZ icon
302
iShares US Telecommunications ETF
IYZ
$1.26B
$25K ﹤0.01%
765
-315
-29% -$9.69K
BBAX icon
303
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.8B
$16K ﹤0.01%
280
+135
+93% +$7.56K
DSI icon
304
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$16K ﹤0.01%
125
– –
FIW icon
305
First Trust Water ETF
FIW
$1.92B
$15K ﹤0.01%
136
– –
IEI icon
306
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$15K ﹤0.01%
127
-85
-40% -$10.1K
NULV icon
307
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$15K ﹤0.01%
339
– –
VGT icon
308
Vanguard Information Technology ETF
VGT
$149B
$15K ﹤0.01%
160
– –
IBDT icon
309
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$13K ﹤0.01%
500
– –
FDRR icon
310
Fidelity Dividend ETF for Rising Rates
FDRR
$760M
$11K ﹤0.01%
180
– –
EFA icon
311
iShares MSCI EAFE ETF
EFA
$80.2B
$10K ﹤0.01%
112
– –
EXP icon
312
Eagle Materials
EXP
$6.47B
$10K ﹤0.01%
45
-15
-25% -$3.4K
VPL icon
313
Vanguard FTSE Pacific ETF
VPL
$8.58B
$9K ﹤0.01%
100
– –
INDA icon
314
iShares MSCI India ETF
INDA
$6.58B
$8K ﹤0.01%
150
– –
U icon
315
Unity
U
$19.6B
$8K ﹤0.01%
+200
New +$7.42K
HEDJ icon
316
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$6K ﹤0.01%
110
– –
ITA icon
317
iShares US Aerospace & Defense ETF
ITA
$15B
$5K ﹤0.01%
24
– –
LULU icon
318
lululemon athletica
LULU
$13.7B
$4K ﹤0.01%
25
-116
-82% -$23.2K
RIOT icon
319
Riot Platforms
RIOT
$7.63B
$4K ﹤0.01%
200
– –
VZ icon
320
Verizon
VZ
$195B
$4K ﹤0.01%
+90
New +$3.9K
ANGL icon
321
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3K ﹤0.01%
100
– –
SDHY
322
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
$3K ﹤0.01%
196
– –
NKE icon
323
Nike
NKE
$60.1B
$1K ﹤0.01%
12
-225,002
-100% -$16.8M
AI icon
324
C3.ai
AI
$1.57B
– –
-3
Closed –
AIRR icon
325
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
– –
-345
Closed -$28K
11 12
13
14 15

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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.