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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
VEA icon
426
Vanguard FTSE Developed Markets ETF
VEA
$238B
– –
-25,633
Closed -$1.64M
VRNS icon
427
Varonis Systems
VRNS
$5.04B
– –
-27,000
Closed -$580K
VRTX icon
428
Vertex Pharmaceuticals
VRTX
$137B
– –
-145
Closed -$64.7K
VST icon
429
Vistra
VST
$46B
– –
-88
Closed -$13.2K
VZ icon
430
Verizon
VZ
$208B
– –
-90
Closed -$4.53K
WDC icon
431
Western Digital
WDC
$166B
– –
-134,000
Closed -$36.2M
WFC icon
432
Wells Fargo
WFC
$262B
– –
-8,464
Closed -$663K
WHR icon
433
Whirlpool
WHR
$2.68B
– –
-291
Closed -$15.7K
WIT icon
434
Wipro
WIT
$18B
– –
-103,752
Closed -$220K
WSM icon
435
Williams-Sonoma
WSM
$27.7B
– –
-329
Closed -$60K
XBI icon
436
State Street SPDR S&P Biotech ETF
XBI
$11.3B
– –
-450,000
Closed -$57.5M
XLP icon
437
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
– –
-1,885
Closed -$155K
XLRE icon
438
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.38B
– –
-1,770
Closed -$72.3K
XPO icon
439
XPO
XPO
$22.1B
– –
-508
Closed -$98.8K
XRT icon
440
State Street SPDR S&P Retail ETF
XRT
$322M
– –
-33,500
Closed -$2.7M
ZTS icon
441
Zoetis
ZTS
$32B
– –
-521
Closed -$61.6K
RSSL
442
Global X Russell 2000 ETF
RSSL
$1.51B
– –
-11,250
Closed -$1.06M
14 15 16 17
18

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GF
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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
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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.