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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
KRE icon
401
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-7,400
Closed -$484K
LULU icon
402
lululemon athletica
LULU
$13.7B
– –
-279
Closed -$58K
MBLY icon
403
Mobileye
MBLY
$7.48B
– –
-1,999,090
Closed -$20.9M
MCHI icon
404
iShares MSCI China ETF
MCHI
$6.21B
– –
-4,876
Closed -$293K
MRSH
405
Marsh
MRSH
$90.1B
– –
-273
Closed -$51K
MNDY icon
406
monday.com
MNDY
$3.63B
– –
-139,009
Closed -$20.5M
MNST icon
407
Monster Beverage
MNST
$90.1B
– –
-1,366
Closed -$52K
MTD icon
408
Mettler-Toledo International
MTD
$28.8B
– –
-40
Closed -$56K
MTB icon
409
M&T Bank
MTB
$36.6B
– –
-52
Closed -$10K
NTAP icon
410
NetApp
NTAP
$39.6B
– –
-484
Closed -$52K
OC icon
411
Owens Corning
OC
$12.3B
– –
-329
Closed -$37K
ODD icon
412
ODDITY Tech
ODD
$595M
– –
-280,764
Closed -$11.3M
OVV icon
413
Ovintiv
OVV
$17.5B
– –
-571
Closed -$22K
PEG icon
414
Public Service Enterprise Group
PEG
$37.8B
– –
-266
Closed -$21K
PNC icon
415
PNC Financial Services
PNC
$102B
– –
-84
Closed -$18K
PTF icon
416
Invesco Dorsey Wright Technology Momentum ETF
PTF
$654M
– –
-744
Closed -$57K
RL icon
417
Ralph Lauren
RL
$23.6B
– –
-159
Closed -$56K
RMBS icon
418
Rambus
RMBS
$11B
– –
-548
Closed -$50K
RPV icon
419
Invesco S&P 500 Pure Value ETF
RPV
$1.73B
– –
-2,710
Closed -$280K
SMWB icon
420
Similarweb
SMWB
$770M
– –
-3,106,157
Closed -$23.3M
SNPE icon
421
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
– –
-120,788
Closed -$7.54M
SPTI icon
422
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
– –
-199,019
Closed -$5.74M
SSYS icon
423
Stratasys
SSYS
$767M
– –
-2,130,983
Closed -$18.5M
STWD icon
424
Starwood Property Trust
STWD
$6.09B
– –
-806
Closed -$15K
SWK icon
425
Stanley Black & Decker
SWK
$15.5B
– –
-78
Closed -$6K
14 15 16
17
18

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OAC
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CLGM
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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.