We are live on ! Find out more
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
FN icon
351
Fabrinet
FN
$20.5B
– –
-190
Closed -$56K
FRSH icon
352
Freshworks
FRSH
$3.22B
– –
-5
Closed –
FSEP icon
353
FT Vest US Equity Buffer ETF September
FSEP
$1.25B
– –
-750
Closed -$36K
FSLY icon
354
Fastly Inc
FSLY
$4.54B
– –
-60,000
Closed -$424K
IHI icon
355
iShares US Medical Devices ETF
IHI
$3.48B
– –
-150
Closed -$9K
INFA
356
DELISTED
Informatica
INFA
– –
-4
Closed –
INGR icon
357
Ingredion
INGR
$6.54B
– –
-275
Closed -$37K
INTU icon
358
Intuit
INTU
$91.6B
– –
-61
Closed -$48K
IP icon
359
International Paper
IP
$21.8B
– –
-696
Closed -$33K
ITUB icon
360
Itaú Unibanco
ITUB
$81.6B
– –
-4,078
Closed -$26K
JAMF
361
DELISTED
Jamf
JAMF
– –
-2
Closed –
JETS icon
362
US Global Jets ETF
JETS
$825M
– –
-3,000
Closed -$69K
JNPR
363
DELISTED
Juniper Networks
JNPR
– –
-1,063
Closed -$42K
KLTR icon
364
Kaltura
KLTR
$241M
– –
-2,169
Closed -$4K
LEN icon
365
Lennar Class A
LEN
$20.5B
– –
-230,000
Closed -$25.4M
LMND icon
366
Lemonade
LMND
$4B
– –
-1,034
Closed -$45K
LVHD icon
367
Franklin US Low Volatility High Dividend Index ETF
LVHD
$625M
– –
-3,359
Closed -$134K
MIDD icon
368
Middleby
MIDD
$5.38B
– –
-206
Closed -$30K
MNST icon
369
Monster Beverage
MNST
$90.1B
– –
-1,278
Closed -$40K
MSTR icon
370
Strategy Inc
MSTR
$37.3B
– –
-2
Closed -$1K
NCNO icon
371
nCino
NCNO
$2.08B
– –
-3
Closed –
NTAP icon
372
NetApp
NTAP
$39.6B
– –
-418
Closed -$45K
NTNX icon
373
Nutanix
NTNX
$17.5B
– –
-6
Closed –
NVR icon
374
NVR
NVR
$16.8B
– –
-4
Closed -$30K
TEAD
375
Teads Holding Co
TEAD
$64.4M
– –
-1,494
Closed -$4K
12 13 14
15
16

Similar funds

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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.