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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
+9.26%
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
$11.6B
AUM Growth
+$2.34B
Cap. Flow
+$1.76B
Cap. Flow %
15.16%
Top 10 Hldgs %
48.02%
Holding
392
New
68
Increased
85
Reduced
97
Closed
46

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$759M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$244M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$121M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$87.4M
3
LLY icon
Eli Lilly
LLY
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WING icon
326
Wingstop
WING
$3.05B
$15K ﹤0.01%
+64
New +$15.9K
TFC icon
327
Truist Financial
TFC
$64.3B
$14K ﹤0.01%
288
-2,002
-87% -$92.2K
IBDT icon
328
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$13K ﹤0.01%
500
– –
EFA icon
329
iShares MSCI EAFE ETF
EFA
$80.2B
$11K ﹤0.01%
112
– –
CGDV icon
330
Capital Group Dividend Value ETF
CGDV
$38.9B
$10K ﹤0.01%
+236
New +$10.1K
MTB icon
331
M&T Bank
MTB
$36.6B
$10K ﹤0.01%
52
-307
-86% -$58.7K
CRBN icon
332
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$9K ﹤0.01%
+40
New +$9.18K
EXP icon
333
Eagle Materials
EXP
$6.47B
$9K ﹤0.01%
45
– –
IT icon
334
Gartner
IT
$11.3B
$9K ﹤0.01%
+36
New +$8.66K
U icon
335
Unity
U
$19.6B
$9K ﹤0.01%
200
– –
WHR icon
336
Whirlpool
WHR
$2.79B
$9K ﹤0.01%
+124
New +$9.15K
INDA icon
337
iShares MSCI India ETF
INDA
$6.58B
$8K ﹤0.01%
150
– –
HEDJ icon
338
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$6K ﹤0.01%
110
– –
SWK icon
339
Stanley Black & Decker
SWK
$15.5B
$6K ﹤0.01%
+78
New +$5.49K
FDRR icon
340
Fidelity Dividend ETF for Rising Rates
FDRR
$760M
$5K ﹤0.01%
90
-90
-50% -$5.4K
ITA icon
341
iShares US Aerospace & Defense ETF
ITA
$15B
$5K ﹤0.01%
24
– –
VZ icon
342
Verizon
VZ
$195B
$4K ﹤0.01%
90
– –
ANGL icon
343
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3K ﹤0.01%
100
– –
ERTH icon
344
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$3K ﹤0.01%
+69
New +$3.28K
SDHY
345
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
$3K ﹤0.01%
196
– –
NKE icon
346
Nike
NKE
$60.1B
$1K ﹤0.01%
12
– –
AISP
347
Airship AI Holdings
AISP
$71.3M
– –
-300,000
Closed -$1.55M
AYI icon
348
Acuity Brands
AYI
$10.8B
– –
-152
Closed -$52K
BBAX icon
349
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.8B
– –
-280
Closed -$16K
BLDR icon
350
Builders FirstSource
BLDR
$7.79B
– –
-366
Closed -$44K
12 13
14
15 16

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Migdal Insurance & Financial Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Migdal Insurance & Financial Holdings held 392 positions worth $11.6B, up 25% from $9.29B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.76B of net new capital in Q4 2025, opening 68 new positions and adding to 85 existing holdings. Its largest new stake was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Invesco KBW Bank ETF, an estimated $121M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2025 buy was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.
  • Migdal Insurance & Financial Holdings added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $759M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2025 reduction was Invesco KBW Bank ETF, cutting an estimated $121M.
  • Migdal Insurance & Financial Holdings fully exited Vertex Pharmaceuticals in Q4 2025, selling an estimated $29.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $11.6B portfolio in Q4 2025.
  • Migdal Insurance & Financial Holdings opened 68 new positions and closed 46 in Q4 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 25% quarter-over-quarter to $11.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.