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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
ZAP
326
Global X U.S. Electrification ETF
ZAP
$473M
$17.7K ﹤0.01%
+550
New +$17.4K
QTUM icon
327
Defiance Quantum ETF
QTUM
$5.77B
$16.4K ﹤0.01%
+153
New +$17.5K
NLR icon
328
VanEck Uranium + Nuclear Energy ETF
NLR
$4.2B
$16K ﹤0.01%
+120
New +$17.1K
ROBO icon
329
ROBO Global Robotics & Automation Index ETF
ROBO
$2.12B
$15.7K ﹤0.01%
+230
New +$16.9K
WHR icon
330
Whirlpool
WHR
$2.79B
$15.7K ﹤0.01%
291
+167
+135% +$12.3K
HOOD icon
331
Robinhood
HOOD
$85.3B
$15.2K ﹤0.01%
219
-178
-45% -$15.6K
DSI icon
332
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$15.1K ﹤0.01%
125
– –
IEI icon
333
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$15.1K ﹤0.01%
127
– –
FOUR icon
334
Shift4
FOUR
$3.47B
$14.9K ﹤0.01%
+340
New +$18.8K
FIW icon
335
First Trust Water ETF
FIW
$1.92B
$14K ﹤0.01%
136
– –
VGT icon
336
Vanguard Information Technology ETF
VGT
$149B
$14K ﹤0.01%
160
– –
FIX icon
337
Comfort Systems
FIX
$61.2B
$13.8K ﹤0.01%
+10
New +$12.7K
VST icon
338
Vistra
VST
$49.2B
$13.2K ﹤0.01%
+88
New +$14.2K
EWG icon
339
iShares MSCI Germany ETF
EWG
$1.67B
$12.3K ﹤0.01%
310
-1,467
-83% -$62.2K
EFA icon
340
iShares MSCI EAFE ETF
EFA
$80.2B
$10.9K ﹤0.01%
112
– –
COIN icon
341
Coinbase
COIN
$39.3B
$10.8K ﹤0.01%
+62
New +$12.2K
CPRI icon
342
Capri Holdings
CPRI
$1.77B
$10.8K ﹤0.01%
+612
New +$12.9K
AXON
343
Axon Enterprise
AXON
$48.7B
$9.34K ﹤0.01%
+22
New +$11.4K
EXP icon
344
Eagle Materials
EXP
$6.47B
$8.53K ﹤0.01%
45
– –
HEDJ icon
345
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$5.75K ﹤0.01%
110
– –
HUM icon
346
Humana
HUM
$46.7B
$5.72K ﹤0.01%
+33
New +$6.76K
ITA icon
347
iShares US Aerospace & Defense ETF
ITA
$15B
$5.25K ﹤0.01%
24
– –
EL icon
348
Estee Lauder
EL
$31.7B
$4.88K ﹤0.01%
+68
New +$6.95K
FPE icon
349
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$4.69K ﹤0.01%
264
-1,003
-79% -$18.3K
VZ icon
350
Verizon
VZ
$195B
$4.53K ﹤0.01%
90
– –
12 13
14
15 16

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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.