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Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$15.6B
Turnover
35.75%
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
(+36%)
Cap. Flow
+$1.5B
Cap. Flow
% of AUM
9.58%
Top 10 Holdings %
Top 10 Hldgs %
47.76%
Holding
442
New
80
Increased
104
Reduced
97
Closed
78
Avg Time Held Equity + Options
3.4
years
Top 10 Avg Time Held Equity + Options
1.5
years
Top 20 Avg Time Held Equity + Options
1.8
years
Avg Time Held Equity only
3.4
years
Top 10 Avg Time Held Equity only
1.5
years
Top 20 Avg Time Held Equity only
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$248M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$231M |
| 3 |
Microsoft
MSFT
|
+$229M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$189M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$164M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$365M |
| 2 |
TSMC
TSM
|
+$166M |
| 3 |
Eli Lilly
LLY
|
+$126M |
| 4 |
Lam Research
LRCX
|
+$118M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
26
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
| $164M | 1.05% |
1,033,549
+353,400
| +52% | +$52.6M |
2019 Q4
26 quarters
|
|
27
Enlight Renewable Energy
ENLT
$9.75B
| $145M | 0.93% |
1,630,721
| – | – |
2023 Q3
11 quarters
|
|
28
Invesco China Technology ETF
CQQQ
$2.29B
| $145M | 0.93% |
2,539,000
| – | – |
2025 Q4
2 quarters
|
|
29
Broadcom
AVGO
$1.57T
| $144M | 0.92% |
382,416
+96,855
| +34% | +$38.8M |
2018 Q2
32 quarters
|
|
30
AbbVie
ABBV
$504B
| $142M | 0.91% |
562,561
+150,409
| +36% | +$32.4M |
2016 Q4
38 quarters
|
|
31
Advanced Micro Devices
AMD
$863B
| $134M | 0.86% |
+231,000
| New | +$94.7M |
2026 Q2
0 quarters
|
|
32
Invesco NASDAQ 100 ETF
QQQM
$106B
| $131M | 0.84% |
432,731
+400,000
| +1,222% | +$113M |
2024 Q1
9 quarters
|
|
33
Ormat Technologies
ORA
$5.49B
| $131M | 0.84% |
1,201,526
+40,000
| +3% | +$4.96M |
2015 Q4
42 quarters
|
|
34
AstraZeneca
AZN
$257B
| $128M | 0.82% |
676,000
+390,000
| +136% | +$73.4M |
2025 Q3
3 quarters
|
|
35
JPMorgan Chase
JPM
$902B
| $123M | 0.79% |
375,197
-193,237
| -34% | -$60M |
2015 Q4
42 quarters
|
|
36
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
| $120M | 0.77% |
1,324,838
+881,802
| +199% | +$78.4M |
2015 Q4
42 quarters
|
|
37
VanEck Gold Miners ETF
GDX
$26.3B
| $112M | 0.71% |
1,480,000
+120,000
| +9% | +$10.6M |
2026 Q1
1 quarter
|
|
38
Vertiv
VRT
$79.5B
| $107M | 0.69% |
320,066
+64,894
| +25% | +$20.6M |
2026 Q1
1 quarter
|
|
39
State Street Financial Select Sector SPDR ETF
XLF
$51.6B
| $101M | 0.65% |
1,887,945
-5,864
| -0.3% | -$305K |
2015 Q4
42 quarters
|
|
40
SolarEdge
SEDG
$1.93B
| $98.8M | 0.63% |
1,691,340
+745,154
| +79% | +$39M |
2017 Q1
37 quarters
|
|
41
State Street Utilities Select Sector SPDR ETF
XLU
$24.5B
| $95.7M | 0.61% |
2,110,205
-1,341,535
| -39% | -$60.8M |
2024 Q2
8 quarters
|
|
42
Merck
MRK
$360B
| $94.3M | 0.6% |
730,035
+420,033
| +135% | +$49.2M |
2026 Q1
1 quarter
|
|
43
Visa
V
$756B
| $93.7M | 0.6% |
272,975
+175,448
| +180% | +$56.3M |
2015 Q4
42 quarters
|
|
44
State Street SPDR S&P Metals & Mining ETF
XME
$4B
| $88.8M | 0.57% |
830,230
| – | – |
2026 Q1
1 quarter
|
|
45
State Street Materials Select Sector SPDR ETF
XLB
$8.05B
| $86.2M | 0.55% |
1,696,180
-4,371
| -0.3% | -$224K |
2023 Q4
10 quarters
|
|
46
ServiceNow
NOW
$147B
| $86M | 0.55% |
865,892
+863,801
| +41,310% | +$85.5M |
2018 Q3
31 quarters
|
|
47
Lockheed Martin
LMT
$127B
| $81M | 0.52% |
158,939
+34,719
| +28% | +$18.8M |
2016 Q4
38 quarters
|
|
48
Constellation Energy
CEG
$96.1B
| $80.7M | 0.52% |
325,080
+324,994
| +377,900% | +$91.5M |
2025 Q2
4 quarters
|
|
49
IBM
IBM
$219B
| $80.2M | 0.51% |
285,327
+285,000
| +87,156% | +$71.8M |
2024 Q1
9 quarters
|
|
50
Gilead Sciences
GILD
$194B
| $76.3M | 0.49% |
604,000
+160,000
| +36% | +$21.1M |
2025 Q3
3 quarters
|
|
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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.