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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
DXCM icon
376
DexCom
DXCM
$34.3B
– –
-724
Closed -$48K
ELF icon
377
e.l.f. Beauty
ELF
$5.47B
– –
-347
Closed -$26K
ENTG icon
378
Entegris
ENTG
$24.6B
– –
-346
Closed -$29K
EPOL icon
379
iShares MSCI Poland ETF
EPOL
$825M
– –
-9,400
Closed -$331K
EQIX icon
380
Equinix
EQIX
$105B
– –
-43,500
Closed -$33.3M
EQT icon
381
EQT Corp
EQT
$33.8B
– –
-925,000
Closed -$49.6M
ERTH icon
382
Invesco MSCI Sustainable Future ETF
ERTH
$138M
– –
-69
Closed -$3K
EWC icon
383
iShares MSCI Canada ETF
EWC
$6.51B
– –
-11,100
Closed -$599K
EWP icon
384
iShares MSCI Spain ETF
EWP
$2.22B
– –
-7,060
Closed -$381K
EWZ icon
385
iShares MSCI Brazil ETF
EWZ
$8.57B
– –
-2,230
Closed -$71K
FDRR icon
386
Fidelity Dividend ETF for Rising Rates
FDRR
$760M
– –
-90
Closed -$5K
FDX icon
387
FedEx
FDX
$77.3B
– –
-197
Closed -$57K
FIVE icon
388
Five Below
FIVE
$13.2B
– –
-126
Closed -$24K
FLIN icon
389
Franklin FTSE India ETF
FLIN
$2.67B
– –
-1,145,000
Closed -$44.2M
FROG icon
390
JFrog
FROG
$10.4B
– –
-274,047
Closed -$17.1M
FTSL icon
391
First Trust Senior Loan Fund ETF
FTSL
$2.33B
– –
-700
Closed -$32K
G icon
392
Genpact
G
$5.7B
– –
-1,364
Closed -$64K
HD icon
393
Home Depot
HD
$342B
– –
-140,000
Closed -$48.2M
IBDT icon
394
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
– –
-500
Closed -$13K
ICSH icon
395
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
– –
-5,900
Closed -$298K
IDXX icon
396
Idexx Laboratories
IDXX
$45B
– –
-76
Closed -$51K
INDA icon
397
iShares MSCI India ETF
INDA
$6.58B
– –
-150
Closed -$8K
INTU icon
398
Intuit
INTU
$91.6B
– –
-84
Closed -$56K
IT icon
399
Gartner
IT
$11.3B
– –
-36
Closed -$9K
ITB icon
400
iShares US Home Construction ETF
ITB
$2.34B
– –
-530,000
Closed -$51M
14 15
16
17 18

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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.