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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
U icon
351
Unity
U
$19.6B
$4.39K ﹤0.01%
200
– –
SDHY
352
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
$3.14K ﹤0.01%
196
– –
ANGL icon
353
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$2.87K ﹤0.01%
100
– –
BLDR icon
354
Builders FirstSource
BLDR
$7.79B
$2.55K ﹤0.01%
+31
New +$3.31K
ARKK icon
355
ARK Innovation ETF
ARKK
$6.44B
$2.5K ﹤0.01%
+37
New +$2.75K
IBLC icon
356
iShares Blockchain and Tech ETF
IBLC
$80.8M
$1.72K ﹤0.01%
+47
New +$1.96K
DIS icon
357
Walt Disney
DIS
$178B
$1.16K ﹤0.01%
+12
New +$1.27K
EDEN icon
358
iShares MSCI Denmark ETF
EDEN
$206M
$942 ﹤0.01%
+9
New +$1.01K
IYG icon
359
iShares US Financial Services ETF
IYG
$2.22B
$828 ﹤0.01%
+10
New +$878
NKE icon
360
Nike
NKE
$60.1B
$634 ﹤0.01%
12
– –
MDLZ icon
361
Mondelez International
MDLZ
$79.4B
$576 ﹤0.01%
+10
New +$579
DHR icon
362
Danaher
DHR
$145B
$190 ﹤0.01%
+1
New +$213
ACSI icon
363
American Customer Satisfaction ETF
ACSI
$118M
– –
-735
Closed -$49K
ARBE icon
364
Arbe Robotics
ARBE
$92M
– –
-1,200,000
Closed -$1.42M
CELH icon
365
Celsius Holdings
CELH
$6.99B
– –
-361
Closed -$17K
CGDV icon
366
Capital Group Dividend Value ETF
CGDV
$38.9B
– –
-236
Closed -$10K
CLBT icon
367
Cellebrite
CLBT
$3.8B
– –
-1,350,000
Closed -$24.3M
CLF icon
368
Cleveland-Cliffs
CLF
$6.99B
– –
-1,296
Closed -$17K
CMCSA icon
369
Comcast
CMCSA
$90.4B
– –
-2,306
Closed -$69K
CME icon
370
CME Group
CME
$94.3B
– –
-203
Closed -$55K
CORP icon
371
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
– –
-140,919
Closed -$13.8M
CRBN icon
372
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
– –
-40
Closed -$9K
CYTK icon
373
Cytokinetics
CYTK
$10.5B
– –
-284
Closed -$18K
DASH icon
374
DoorDash
DASH
$92.1B
– –
-189
Closed -$43K
DKS icon
375
Dick's Sporting Goods
DKS
$18.1B
– –
-153
Closed -$30K
13 14
15
16 17

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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.