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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SQM icon
426
Sociedad Química y Minera de Chile
SQM
$20.4B
– –
-2,414
Closed -$96K
SRE icon
427
Sempra
SRE
$56.2B
– –
-81
Closed -$6K
SSNC icon
428
SS&C Technologies
SSNC
$18.8B
– –
-78
Closed -$7K
STKH
429
Steakholder Foods
STKH
$2.01M
$0 ﹤0.01%
3
– –
SWKS icon
430
Skyworks Solutions
SWKS
$10.5B
– –
-805
Closed -$52K
SYNA icon
431
Synaptics
SYNA
$4.3B
– –
-398
Closed -$25K
TAN icon
432
Invesco Solar ETF
TAN
$1.37B
– –
-2,705,000
Closed -$82.4M
TDY icon
433
Teledyne Technologies
TDY
$31.8B
– –
-14
Closed -$7K
TMO icon
434
Thermo Fisher Scientific
TMO
$223B
– –
-47
Closed -$23K
TRGP icon
435
Targa Resources
TRGP
$57.6B
– –
-33
Closed -$7K
TRMB icon
436
Trimble
TRMB
$13.1B
– –
-92
Closed -$6K
TRU icon
437
TransUnion
TRU
$15.2B
– –
-72
Closed -$6K
TSN icon
438
Tyson Foods
TSN
$19.6B
– –
-174
Closed -$11K
TTWO icon
439
Take-Two Interactive
TTWO
$45.4B
– –
-33
Closed -$7K
U icon
440
Unity
U
$19.6B
– –
-1,835
Closed -$37K
UAL icon
441
United Airlines
UAL
$40.6B
– –
-65
Closed -$4K
UBER icon
442
Uber
UBER
$154B
– –
-186
Closed -$14K
UFPI icon
443
UFP Industries
UFPI
$5.06B
– –
-333
Closed -$36K
UMC icon
444
United Microelectronic
UMC
$48.4B
– –
-13,005
Closed -$93K
URI icon
445
United Rentals
URI
$70.3B
– –
-49
Closed -$31K
VALE icon
446
Vale
VALE
$61.4B
– –
-18,463
Closed -$184K
VEA icon
447
Vanguard FTSE Developed Markets ETF
VEA
$238B
– –
-25,303
Closed -$1.29M
VICI icon
448
VICI Properties
VICI
$28.7B
– –
-227
Closed -$7K
VONG icon
449
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
– –
-4,481
Closed -$416K
VRNT
450
DELISTED
Verint Systems
VRNT
– –
-676
Closed -$12K
15 16 17
18
19

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 Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.