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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
+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
XLV icon
26
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
$94.6M 1.12%
701,569
+512,294
+271% +$69.2M
JPM icon
27
JPMorgan Chase
JPM
$971B
$73M 0.87%
251,992
-352
-0.1% -$89.8K
XLB icon
28
State Street Materials Select Sector SPDR ETF
XLB
$8.62B
$72M 0.85%
1,640,000
– –
FLIN icon
29
Franklin FTSE India ETF
FLIN
$2.67B
$70.3M 0.83%
1,765,490
– –
ORCL icon
30
Oracle
ORCL
$429B
$65.2M 0.77%
298,004
-388,996
-57% -$62.8M
XBI icon
31
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$62.2M 0.74%
750,000
-300,000
-29% -$23.9M
AVGO icon
32
Broadcom
AVGO
$2.01T
$59.1M 0.7%
214,440
-1,898
-0.9% -$412K
XLE icon
33
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$56.5M 0.67%
1,331,916
-1,784,766
-57% -$74.3M
TSLA icon
34
Tesla
TSLA
$1.28T
$53.7M 0.64%
168,980
+88,293
+109% +$26.6M
FISV
35
Fiserv Inc
FISV
$27.1B
$53.4M 0.63%
310,000
+309,950
+619,900% +$56.2M
XLRE icon
36
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.51B
$47.6M 0.57%
1,150,103
-21
-0% -$862
AMAT icon
37
Applied Materials
AMAT
$435B
$47.6M 0.57%
260,000
-130
-0% -$20.6K
JEF icon
38
Jefferies Financial Group
JEF
$12.7B
$43.6M 0.52%
798,000
– –
PANW icon
39
Palo Alto Networks
PANW
$313B
$42M 0.5%
205,053
+41,392
+25% +$7.69M
ORA icon
40
Ormat Technologies
ORA
$7.16B
$41.6M 0.49%
496,526
– –
ENLT icon
41
Enlight Renewable Energy
ENLT
$12B
$37.1M 0.44%
1,630,721
– –
EQIX icon
42
Equinix
EQIX
$105B
$34.6M 0.41%
43,500
– –
BAC icon
43
Bank of America
BAC
$451B
$34.6M 0.41%
730,308
+308
+0% +$13K
V icon
44
Visa
V
$672B
$34M 0.4%
95,655
+30,487
+47% +$10.6M
MRVL icon
45
Marvell Technology
MRVL
$199B
$33.5M 0.4%
432,855
-202,551
-32% -$12.6M
SBUX icon
46
Starbucks
SBUX
$121B
$33M 0.39%
+360,000
New +$31.2M
MA icon
47
Mastercard
MA
$489B
$30.9M 0.37%
55,012
+16,500
+43% +$9.12M
CEG icon
48
Constellation Energy
CEG
$100B
$30.3M 0.36%
+94,000
New +$24.9M
SPIB icon
49
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$29M 0.34%
863,815
+43,109
+5% +$1.43M
GS icon
50
Goldman Sachs
GS
$306B
$28.9M 0.34%
40,767
-166
-0.4% -$96.2K
1
2
3 4 5

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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.