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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
CPRI icon
376
Capri Holdings
CPRI
$1.53B
– –
-612
Closed -$10.8K
CRM icon
377
Salesforce
CRM
$211B
– –
-920
Closed -$172K
CRS icon
378
Carpenter Technology
CRS
$23.6B
– –
-240
Closed -$94.6K
CSX icon
379
CSX Corp
CSX
$95B
– –
-1,540
Closed -$63.2K
DIS icon
380
Walt Disney
DIS
$187B
– –
-12
Closed -$1.16K
DOCU
381
DocuSign
DOCU
$12.2B
– –
-958
Closed -$45.4K
EDEN icon
382
iShares MSCI Denmark ETF
EDEN
$195M
– –
-9
Closed -$942
EFA icon
383
iShares MSCI EAFE ETF
EFA
$79.6B
– –
-112
Closed -$10.9K
EL icon
384
Estee Lauder
EL
$37.4B
– –
-68
Closed -$4.88K
EPI icon
385
WisdomTree India Earnings Fund ETF
EPI
$2.03B
– –
-36,249
Closed -$1.48M
EW icon
386
Edwards Lifesciences
EW
$52B
– –
-761
Closed -$60.9K
FISV
387
Fiserv Inc
FISV
$28.3B
– –
-1,120
Closed -$62.5K
FIS icon
388
Fidelity National Information Services
FIS
$21.4B
– –
-979
Closed -$45.9K
FOUR icon
389
Shift4
FOUR
$3.47B
– –
-340
Closed -$14.9K
FSLR icon
390
First Solar
FSLR
$22B
– –
-248
Closed -$48.9K
HUM icon
391
Humana
HUM
$46.3B
– –
-33
Closed -$5.72K
IBLC icon
392
iShares Blockchain and Tech ETF
IBLC
$82.8M
– –
-47
Closed -$1.72K
INVZ icon
393
Innoviz Technologies
INVZ
$104M
– –
-1,392,740
Closed -$881K
IYG icon
394
iShares US Financial Services ETF
IYG
$2.23B
– –
-10
Closed -$828
JEF icon
395
Jefferies Financial Group
JEF
$12.2B
– –
-398,000
Closed -$16.4M
JNK icon
396
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.67B
– –
-31,450
Closed -$2.98M
KMB icon
397
Kimberly-Clark
KMB
$36.4B
– –
-534
Closed -$51.5K
MANH icon
398
Manhattan Associates
MANH
$13B
– –
-375
Closed -$49.9K
MDLZ icon
399
Mondelez International
MDLZ
$79.6B
– –
-10
Closed -$576
MSI icon
400
Motorola Solutions
MSI
$80.4B
– –
-171
Closed -$74.2K
14 15
16
17 18

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FGP
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ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
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AIM
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GC
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SP
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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.