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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
XLV icon
26
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$164M 1.05%
1,033,549
+353,400
+52% +$52.6M
ENLT icon
27
Enlight Renewable Energy
ENLT
$10.8B
$145M 0.93%
1,630,721
– –
CQQQ icon
28
Invesco China Technology ETF
CQQQ
$3.07B
$145M 0.93%
2,539,000
– –
AVGO icon
29
Broadcom
AVGO
$1.75T
$144M 0.92%
382,416
+96,855
+34% +$38.8M
ABBV icon
30
AbbVie
ABBV
$451B
$142M 0.91%
562,561
+150,409
+36% +$32.4M
AMD icon
31
Advanced Micro Devices
AMD
$760B
$134M 0.86%
+231,000
New +$94.7M
QQQM icon
32
Invesco NASDAQ 100 ETF
QQQM
$104B
$131M 0.84%
432,731
+400,000
+1,222% +$113M
ORA icon
33
Ormat Technologies
ORA
$6.34B
$131M 0.84%
1,201,526
+40,000
+3% +$4.96M
AZN icon
34
AstraZeneca
AZN
$252B
$128M 0.82%
676,000
+390,000
+136% +$73.4M
JPM icon
35
JPMorgan Chase
JPM
$951B
$123M 0.79%
375,197
-193,237
-34% -$60M
IGV icon
36
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$120M 0.77%
1,324,838
+881,802
+199% +$78.4M
GDX icon
37
VanEck Gold Miners ETF
GDX
$31B
$112M 0.71%
1,480,000
+120,000
+9% +$10.6M
VRT icon
38
Vertiv
VRT
$99B
$107M 0.69%
320,066
+64,894
+25% +$20.6M
XLF icon
39
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$101M 0.65%
1,887,945
-5,864
-0.3% -$305K
SEDG icon
40
SolarEdge
SEDG
$1.93B
$98.8M 0.63%
1,691,340
+745,154
+79% +$39M
XLU icon
41
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$95.7M 0.61%
2,110,205
-1,341,535
-39% -$60.8M
MRK icon
42
Merck
MRK
$366B
$94.3M 0.6%
730,035
+420,033
+135% +$49.2M
V icon
43
Visa
V
$712B
$93.7M 0.6%
272,975
+175,448
+180% +$56.3M
XME icon
44
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
$88.8M 0.57%
830,230
– –
XLB icon
45
State Street Materials Select Sector SPDR ETF
XLB
$8.81B
$86.2M 0.55%
1,696,180
-4,371
-0.3% -$224K
NOW icon
46
ServiceNow
NOW
$150B
$86M 0.55%
865,892
+863,801
+41,310% +$85.5M
LMT icon
47
Lockheed Martin
LMT
$130B
$81M 0.52%
158,939
+34,719
+28% +$18.8M
CEG icon
48
Constellation Energy
CEG
$98.1B
$80.7M 0.52%
325,080
+324,994
+377,900% +$91.5M
IBM icon
49
IBM
IBM
$222B
$80.2M 0.51%
285,327
+285,000
+87,156% +$71.8M
GILD icon
50
Gilead Sciences
GILD
$181B
$76.3M 0.49%
604,000
+160,000
+36% +$21.1M
1
2
3 4 5

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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.