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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
+9.26%
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
$11.6B
AUM Growth
+$2.34B
Cap. Flow
+$1.76B
Cap. Flow %
15.16%
Top 10 Hldgs %
48.02%
Holding
392
New
68
Increased
85
Reduced
97
Closed
46

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$759M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$244M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$121M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$87.4M
3
LLY icon
Eli Lilly
LLY
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONON icon
376
On Holding
ONON
$10.4B
– –
-680,646
Closed -$28.8M
ONTO icon
377
Onto Innovation
ONTO
$20.6B
– –
-523
Closed -$68K
PTC icon
378
PTC
PTC
$16.1B
– –
-303
Closed -$62K
RIOT icon
379
Riot Platforms
RIOT
$7.63B
– –
-200
Closed -$4K
SFM icon
380
Sprouts Farmers Market
SFM
$8.03B
– –
-306
Closed -$33K
SLGL icon
381
Sol-Gel Technologies
SLGL
$234M
– –
-122,755
Closed -$3.58M
SPHD icon
382
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
– –
-4,248
Closed -$210K
SPYM
383
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
– –
-24,345
Closed -$1.91M
SPNS
384
DELISTED
Sapiens International
SPNS
– –
-83,001
Closed -$3.57M
STKH
385
Steakholder Foods
STKH
$2.01M
– –
-2
Closed –
SYK icon
386
Stryker
SYK
$133B
– –
-127
Closed -$47K
TMHC
387
DELISTED
Taylor Morrison
TMHC
– –
-738
Closed -$49K
URTH icon
388
iShares MSCI World ETF
URTH
$8.35B
– –
-1,300
Closed -$236K
VPL icon
389
Vanguard FTSE Pacific ETF
VPL
$8.58B
– –
-100
Closed -$9K
VRTX icon
390
Vertex Pharmaceuticals
VRTX
$133B
– –
-75,000
Closed -$29.4M
WU icon
391
Western Union
WU
$2.23B
– –
-6,234
Closed -$50K
ZTS icon
392
Zoetis
ZTS
$30.4B
– –
-317
Closed -$46K
12 13 14 15
16

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Migdal Insurance & Financial Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Migdal Insurance & Financial Holdings held 392 positions worth $11.6B, up 25% from $9.29B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.76B of net new capital in Q4 2025, opening 68 new positions and adding to 85 existing holdings. Its largest new stake was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Invesco KBW Bank ETF, an estimated $121M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2025 buy was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.
  • Migdal Insurance & Financial Holdings added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $759M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2025 reduction was Invesco KBW Bank ETF, cutting an estimated $121M.
  • Migdal Insurance & Financial Holdings fully exited Vertex Pharmaceuticals in Q4 2025, selling an estimated $29.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $11.6B portfolio in Q4 2025.
  • Migdal Insurance & Financial Holdings opened 68 new positions and closed 46 in Q4 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 25% quarter-over-quarter to $11.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.