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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
NTAP icon
326
NetApp
NTAP
$36.7B
$19.2K ﹤0.01%
+124
New +$16.2K
VGT icon
327
Vanguard Information Technology ETF
VGT
$147B
$19.1K ﹤0.01%
160
– –
ZAP
328
Global X U.S. Electrification ETF
ZAP
$455M
$19K ﹤0.01%
550
– –
CF icon
329
CF Industries
CF
$19B
$18.7K ﹤0.01%
173
-616
-78% -$72.6K
HOOD icon
330
Robinhood
HOOD
$93.7B
$18.6K ﹤0.01%
185
-34
-16% -$2.85K
DSI icon
331
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$17.8K ﹤0.01%
125
– –
PNC icon
332
PNC Financial Services
PNC
$96.6B
$17.5K ﹤0.01%
+71
New +$15.9K
PEP icon
333
PepsiCo
PEP
$193B
$17.1K ﹤0.01%
+126
New +$18.8K
EBAY icon
334
eBay
EBAY
$47B
$16.8K ﹤0.01%
+150
New +$16K
NNN icon
335
NNN REIT
NNN
$8.77B
$16.7K ﹤0.01%
+359
New +$16K
FIW icon
336
First Trust Water ETF
FIW
$1.89B
$14.9K ﹤0.01%
136
– –
AMT icon
337
American Tower
AMT
$82.1B
$14.6K ﹤0.01%
+89
New +$16K
NLR icon
338
VanEck Uranium + Nuclear Energy ETF
NLR
$4.15B
$13.9K ﹤0.01%
120
– –
EWU icon
339
iShares MSCI United Kingdom ETF
EWU
$3.81B
$13.8K ﹤0.01%
300
-188
-39% -$8.78K
HAS icon
340
Hasbro
HAS
$13.3B
$13.5K ﹤0.01%
+164
New +$14.8K
NRG icon
341
NRG Energy
NRG
$23.4B
$13.4K ﹤0.01%
+92
New +$13.2K
MYRG icon
342
MYR Group
MYRG
$4.58B
$13K ﹤0.01%
+26
New +$10.7K
EWG icon
343
iShares MSCI Germany ETF
EWG
$1.74B
$12.8K ﹤0.01%
310
– –
EXPE icon
344
Expedia Group
EXPE
$39.5B
$12.8K ﹤0.01%
+50
New +$11.9K
DOW icon
345
Dow Inc
DOW
$22B
$12.5K ﹤0.01%
+457
New +$16.6K
KHC icon
346
Kraft Heinz
KHC
$30.5B
$12.4K ﹤0.01%
+525
New +$12.1K
GNRC icon
347
Generac Holdings
GNRC
$10.8B
$11.1K ﹤0.01%
+38
New +$9.52K
ALHC icon
348
Alignment Healthcare
ALHC
$2.83B
$11.1K ﹤0.01%
+466
New +$8.94K
PSMT icon
349
Pricesmart
PSMT
$5.23B
$10.9K ﹤0.01%
+56
New +$9.34K
INOD icon
350
Innodata
INOD
$1.95B
$10.6K ﹤0.01%
+140
New +$10.3K
12 13
14
15 16

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GF
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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.