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
+12.25%
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
$9.29B
AUM Growth
+$864M
Cap. Flow
+$11.1M
Cap. Flow %
0.12%
Top 10 Hldgs %
44.77%
Holding
400
New
43
Increased
98
Reduced
100
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$195M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$90.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$68.4M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$182M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$143M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$64.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
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
$44.1B
$93.1M 1%
669,000
-32,569
-5% -$4.41M
EPI icon
27
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$92.6M 1%
2,094,319
-421,351
-17% -$19.1M
XLP icon
28
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$87.8M 0.95%
1,120,841
+1,119,118
+64,952% +$90.4M
JPM icon
29
JPMorgan Chase
JPM
$972B
$79.3M 0.85%
251,538
-454
-0.2% -$135K
CEG icon
30
Constellation Energy
CEG
$98.7B
$78.6M 0.85%
239,000
+145,000
+154% +$46.8M
SMH icon
31
VanEck Semiconductor ETF
SMH
$72.3B
$76.3M 0.82%
233,715
-219,285
-48% -$64.9M
TSLA icon
32
Tesla
TSLA
$1.29T
$74.5M 0.8%
167,560
-1,420
-0.8% -$493K
XLB icon
33
State Street Materials Select Sector SPDR ETF
XLB
$8.63B
$73.5M 0.79%
1,640,000
– –
ABBV icon
34
AbbVie
ABBV
$439B
$59.4M 0.64%
256,599
+126,024
+97% +$25.7M
XLE icon
35
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$59.2M 0.64%
1,324,982
-6,934
-0.5% -$304K
ITB icon
36
iShares US Home Construction ETF
ITB
$2.35B
$56.8M 0.61%
+530,000
New +$55.8M
AMAT icon
37
Applied Materials
AMAT
$436B
$53.2M 0.57%
260,000
– –
JEF icon
38
Jefferies Financial Group
JEF
$12.7B
$52.2M 0.56%
798,000
– –
BABA icon
39
Alibaba
BABA
$299B
$51.7M 0.56%
288,948
+279,600
+2,991% +$36.6M
ENLT icon
40
Enlight Renewable Energy
ENLT
$11.9B
$50.8M 0.55%
1,630,721
– –
XLRE icon
41
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$48.5M 0.52%
1,150,480
+377
+0% +$15.8K
FLIN icon
42
Franklin FTSE India ETF
FLIN
$2.67B
$42.7M 0.46%
1,145,000
-620,490
-35% -$23.8M
BAC icon
43
Bank of America
BAC
$453B
$37.7M 0.41%
730,000
-308
-0% -$15K
EQIX icon
44
Equinix
EQIX
$105B
$34.1M 0.37%
43,500
– –
ORA icon
45
Ormat Technologies
ORA
$6.94B
$33.4M 0.36%
346,526
-150,000
-30% -$13.5M
V icon
46
Visa
V
$672B
$33M 0.36%
96,712
+1,057
+1% +$366K
MA icon
47
Mastercard
MA
$490B
$31.3M 0.34%
55,108
+96
+0.2% +$55.1K
CCJ icon
48
Cameco
CCJ
$43.3B
$31M 0.33%
+370,000
New +$28.7M
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$30.2M 0.33%
45,420
-758
-2% -$486K
SPIB icon
50
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$29.8M 0.32%
881,666
+17,851
+2% +$601K
1
2
3 4 5

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 Q3 2025 Portfolio in Review

As of Q3 2025, Migdal Insurance & Financial Holdings held 400 positions worth $9.29B, up 10% from $8.42B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q3 2025 filing shows 43 new, 98 increased, 100 reduced and 76 closed positions. Its largest new stake was iShares US Home Construction ETF: 530,000 shares worth $56.8M. The largest sale was State Street Technology Select Sector SPDR ETF, an estimated $182M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q3 2025 buy was iShares US Home Construction ETF: 530,000 shares worth $56.8M.
  • Migdal Insurance & Financial Holdings added most to Meta Platforms (Facebook) in Q3 2025, an estimated $195M increase.
  • Migdal Insurance & Financial Holdings's biggest Q3 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $182M.
  • Migdal Insurance & Financial Holdings fully exited State Street SPDR S&P Biotech ETF in Q3 2025, selling an estimated $62.2M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $9.29B portfolio in Q3 2025.
  • Migdal Insurance & Financial Holdings opened 43 new positions and closed 76 in Q3 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 10% quarter-over-quarter to $9.29B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.