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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
FIS icon
301
Fidelity National Information Services
FIS
$21.6B
$45.9K ﹤0.01%
+979
New +$52.7K
DOCU
302
DocuSign
DOCU
$11.1B
$45.4K ﹤0.01%
+958
New +$49K
NFG icon
303
National Fuel Gas
NFG
$7.77B
$44.5K ﹤0.01%
474
+236
+99% +$20.6K
SO icon
304
Southern Company
SO
$106B
$44K ﹤0.01%
456
+97
+27% +$8.97K
IGSB icon
305
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$43.2K ﹤0.01%
821
– –
RIO icon
306
Rio Tinto
RIO
$165B
$42.9K ﹤0.01%
460
– –
FINX icon
307
Global X FinTech ETF
FINX
$166M
$40.7K ﹤0.01%
1,760
-200
-10% -$5.17K
CAVA icon
308
CAVA Group
CAVA
$8.11B
$38.9K ﹤0.01%
+481
New +$35.1K
AAXJ icon
309
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$35.2K ﹤0.01%
366
– –
EBND icon
310
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$34.4K ﹤0.01%
1,665
– –
DFE icon
311
WisdomTree Europe SmallCap Dividend Fund
DFE
$168M
$33.7K ﹤0.01%
470
– –
BND icon
312
Vanguard Total Bond Market
BND
$161B
$33.4K ﹤0.01%
453
-536
-54% -$39.8K
MTUM icon
313
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
$31.2K ﹤0.01%
130
– –
BROS icon
314
Dutch Bros
BROS
$8.91B
$31.2K ﹤0.01%
+615
New +$33.6K
NOBL icon
315
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$30.7K ﹤0.01%
580
– –
IWP icon
316
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$28.7K ﹤0.01%
224
-186
-45% -$25.2K
DIA icon
317
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$28.3K ﹤0.01%
61
– –
EXI icon
318
iShares Global Industrials ETF
EXI
$1.49B
$26.6K ﹤0.01%
+147
New +$27.7K
HYLS icon
319
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$25.2K ﹤0.01%
620
– –
VWO icon
320
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$24.3K ﹤0.01%
450
– –
CEG icon
321
Constellation Energy
CEG
$98.7B
$24K ﹤0.01%
86
-250,072
-100% -$76M
EWU icon
322
iShares MSCI United Kingdom ETF
EWU
$4.14B
$22.2K ﹤0.01%
488
-2,575
-84% -$119K
OSPN icon
323
OneSpan
OSPN
$609M
$21.1K ﹤0.01%
2,000
-2,000
-50% -$22.7K
IYZ icon
324
iShares US Telecommunications ETF
IYZ
$1.26B
$19.5K ﹤0.01%
495
-270
-35% -$10.1K
DRUP icon
325
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$52.3M
$18.6K ﹤0.01%
340
– –
11 12
13
14 15

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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.