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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
+9.26%
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
$11.6B
AUM Growth
+$2.34B
Cap. Flow
+$1.76B
Cap. Flow %
15.16%
Top 10 Hldgs %
48.02%
Holding
392
New
68
Increased
85
Reduced
97
Closed
46

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$759M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$244M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$121M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$87.4M
3
LLY icon
Eli Lilly
LLY
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KWEB icon
26
KraneShares CSI China Internet ETF
KWEB
$5.31B
$123M 1.06%
3,623,034
+12,467
+0.3% +$479K
LLY icon
27
Eli Lilly
LLY
$1.08T
$114M 0.98%
106,335
-73,705
-41% -$70.5M
ORA icon
28
Ormat Technologies
ORA
$6.98B
$97.9M 0.84%
886,526
+540,000
+156% +$59.1M
EPI icon
29
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$96.6M 0.83%
2,086,319
-8,000
-0.4% -$366K
CQQQ icon
30
Invesco China Technology ETF
CQQQ
$3.19B
$94.9M 0.82%
+1,825,600
New +$99.3M
CEG icon
31
Constellation Energy
CEG
$98.8B
$88.4M 0.76%
250,158
+11,158
+5% +$4.06M
JPM icon
32
JPMorgan Chase
JPM
$966B
$81M 0.7%
251,424
-114
-0% -$35.3K
ABBV icon
33
AbbVie
ABBV
$441B
$75.8M 0.65%
331,702
+75,103
+29% +$17.1M
XLB icon
34
State Street Materials Select Sector SPDR ETF
XLB
$8.56B
$74.4M 0.64%
1,640,000
– –
ENLT icon
35
Enlight Renewable Energy
ENLT
$12.1B
$74.1M 0.64%
1,630,721
– –
TSLA icon
36
Tesla
TSLA
$1.34T
$72.9M 0.63%
162,162
-5,398
-3% -$2.39M
CCJ icon
37
Cameco
CCJ
$42.6B
$68.2M 0.59%
745,000
+375,000
+101% +$33.8M
ITB icon
38
iShares US Home Construction ETF
ITB
$2.37B
$51M 0.44%
530,000
– –
EXE
39
Expand Energy Corp
EXE
$21.9B
$50.8M 0.44%
+460,000
New +$51M
ORCL icon
40
Oracle
ORCL
$450B
$50M 0.43%
256,587
-226,413
-47% -$53.9M
XLV icon
41
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$49.6M 0.43%
320,504
-348,496
-52% -$52.2M
EQT icon
42
EQT Corp
EQT
$33.7B
$49.6M 0.43%
+925,000
New +$52M
HD icon
43
Home Depot
HD
$340B
$48.2M 0.41%
+140,000
New +$51.3M
XLRE icon
44
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$46.4M 0.4%
1,150,446
-34
-0% -$1.4K
FLIN icon
45
Franklin FTSE India ETF
FLIN
$2.67B
$44.2M 0.38%
1,145,000
– –
BABA icon
46
Alibaba
BABA
$293B
$42.3M 0.36%
288,498
-450
-0.2% -$73.3K
BAC icon
47
Bank of America
BAC
$448B
$40.1M 0.35%
730,000
– –
UBER icon
48
Uber
UBER
$155B
$38.8M 0.33%
+475,000
New +$42.8M
CHKP icon
49
Check Point Software Technologies
CHKP
$13.7B
$37.1M 0.32%
+200,000
New +$38.7M
LRCX icon
50
Lam Research
LRCX
$423B
$36M 0.31%
210,534
+207,469
+6,769% +$32.3M
1
2
3 4 5

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Migdal Insurance & Financial Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Migdal Insurance & Financial Holdings held 392 positions worth $11.6B, up 25% from $9.29B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.76B of net new capital in Q4 2025, opening 68 new positions and adding to 85 existing holdings. Its largest new stake was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Invesco KBW Bank ETF, an estimated $121M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2025 buy was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.
  • Migdal Insurance & Financial Holdings added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $759M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2025 reduction was Invesco KBW Bank ETF, cutting an estimated $121M.
  • Migdal Insurance & Financial Holdings fully exited Vertex Pharmaceuticals in Q4 2025, selling an estimated $29.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $11.6B portfolio in Q4 2025.
  • Migdal Insurance & Financial Holdings opened 68 new positions and closed 46 in Q4 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 25% quarter-over-quarter to $11.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.