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
OC icon
376
Owens Corning
OC
$12.3B
– –
-221
Closed -$30K
PAYC icon
377
Paycom
PAYC
$9.52B
– –
-1
Closed –
PAYO icon
378
Payoneer
PAYO
$2.41B
– –
-5,107
Closed -$35K
PBR icon
379
Petrobras
PBR
$114B
– –
-2,180
Closed -$27K
PCTY icon
380
Paylocity
PCTY
$7.73B
– –
-1
Closed –
PGX icon
381
Invesco Preferred ETF
PGX
$3.76B
– –
-850,000
Closed -$9.46M
PLD icon
382
Prologis
PLD
$134B
– –
-175,500
Closed -$18.4M
PLTK icon
383
Playtika
PLTK
$904M
– –
-5,298
Closed -$25K
PRO
384
DELISTED
PROS Holdings
PRO
– –
-1
Closed –
REGN icon
385
Regeneron Pharmaceuticals
REGN
$82.2B
– –
-59
Closed -$31K
RKLB icon
386
Rocket Lab Corp
RKLB
$51.9B
– –
-121
Closed -$4K
RL icon
387
Ralph Lauren
RL
$23.6B
– –
-142
Closed -$39K
RNG icon
388
RingCentral
RNG
$5.25B
– –
-2
Closed –
RUN icon
389
Sunrun
RUN
$2.37B
– –
-3,800
Closed -$28K
SBUX icon
390
Starbucks
SBUX
$124B
– –
-360,000
Closed -$33M
SEMR
391
DELISTED
Semrush
SEMR
– –
-1
Closed –
SNOW icon
392
Snowflake
SNOW
$115B
– –
-4
Closed -$1K
SOFI icon
393
SoFi Technologies
SOFI
$23.2B
– –
-3,900
Closed -$71K
SPGI icon
394
S&P Global
SPGI
$121B
– –
-103
Closed -$54K
SPSC icon
395
SPS Commerce
SPSC
$2.75B
– –
-1
Closed –
STKH
396
Steakholder Foods
STKH
$2.01M
$0 ﹤0.01%
2
-1
-33% -$23
TTD icon
397
Trade Desk
TTD
$6.34B
– –
-400,000
Closed -$28.8M
TWLO icon
398
Twilio
TWLO
$37.9B
– –
-4
Closed -$1K
VRP icon
399
Invesco Variable Rate Preferred ETF
VRP
$3.01B
– –
-400,000
Closed -$9.78M
XBI icon
400
State Street SPDR S&P Biotech ETF
XBI
$10.5B
– –
-750,000
Closed -$62.2M
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.