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
+6.39%
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
$11.5B
AUM Growth
-$98.7M
Cap. Flow
-$29.6M
Cap. Flow %
-0.26%
Top 10 Hldgs %
44.79%
Holding
436
New
90
Increased
95
Reduced
107
Closed
74

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$373M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$175M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$142M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$134M
5
MU icon
Micron Technology
MU
+$131M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$767M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$251M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$202M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$143M
5
META icon
Meta Platforms (Facebook)
META
+$136M

Sector Composition

Rank Sector Weight
1 Technology 30.12%
2 Healthcare 13.42%
3 Communication Services 5.62%
4 Consumer Discretionary 4.29%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDX icon
26
VanEck Gold Miners ETF
GDX
$26.9B
$125M 1.08%
+1,360,000
New +$134M
CQQQ icon
27
Invesco China Technology ETF
CQQQ
$3.19B
$117M 1.01%
2,539,000
+713,400
+39% +$37.5M
MU icon
28
Micron Technology
MU
$1.07T
$114M 0.99%
338,307
+335,073
+10,361% +$131M
LLY icon
29
Eli Lilly
LLY
$1.08T
$114M 0.99%
124,269
+17,934
+17% +$18.2M
ENLT icon
30
Enlight Renewable Energy
ENLT
$12B
$111M 0.97%
1,630,721
– –
TSLA icon
31
Tesla
TSLA
$1.34T
$109M 0.94%
292,205
+130,043
+80% +$53.6M
NICE icon
32
Nice
NICE
$6.17B
$102M 0.88%
921,270
-725,420
-44% -$82.8M
XLV icon
33
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$99.7M 0.86%
680,149
+359,645
+112% +$55.5M
XLF icon
34
State Street Financial Select Sector SPDR ETF
XLF
$59.5B
$93.5M 0.81%
1,893,809
-2,750,865
-59% -$143M
XME icon
35
State Street SPDR S&P Metals & Mining ETF
XME
$4.46B
$89.7M 0.78%
+830,230
New +$97M
ABBV icon
36
AbbVie
ABBV
$443B
$89.6M 0.78%
412,152
+80,450
+24% +$17.8M
AVGO icon
37
Broadcom
AVGO
$1.99T
$88.4M 0.77%
285,561
-104,855
-27% -$34.5M
XLB icon
38
State Street Materials Select Sector SPDR ETF
XLB
$8.57B
$85M 0.74%
1,700,551
+60,551
+4% +$3.04M
XLE icon
39
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$78.6M 0.68%
1,282,511
+1,264,389
+6,977% +$67.8M
LMT icon
40
Lockheed Martin
LMT
$138B
$75.1M 0.65%
124,220
+123,264
+12,894% +$75.9M
ETN icon
41
Eaton
ETN
$176B
$74M 0.64%
207,000
+155,000
+298% +$55.2M
CCJ icon
42
Cameco
CCJ
$42.6B
$71.6M 0.62%
659,385
-85,615
-11% -$9.8M
KWEB icon
43
KraneShares CSI China Internet ETF
KWEB
$5.31B
$70M 0.61%
2,462,469
-1,160,565
-32% -$38M
NOC icon
44
Northrop Grumman
NOC
$81.6B
$68.2M 0.59%
100,000
+97,000
+3,233% +$67.1M
VRT icon
45
Vertiv
VRT
$111B
$63.9M 0.55%
+255,172
New +$56.6M
GILD icon
46
Gilead Sciences
GILD
$171B
$61.9M 0.54%
444,000
+185,000
+71% +$25.9M
XBI icon
47
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$57.5M 0.5%
+450,000
New +$56.2M
AZN icon
48
AstraZeneca
AZN
$244B
$55.9M 0.48%
286,000
+189,000
+195% +$36.4M
PANW icon
49
Palo Alto Networks
PANW
$323B
$51.9M 0.45%
323,730
+193,357
+148% +$32.5M
SNDK
50
Sandisk
SNDK
$223B
$51.5M 0.45%
+81,000
New +$45.8M
1
2
3 4 5

Similar funds

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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
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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Migdal Insurance & Financial Holdings's Q1 2026 Portfolio in Review

As of Q1 2026, Migdal Insurance & Financial Holdings held 436 positions worth $11.5B, down 0.85% from $11.6B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q1 2026 filing shows 90 new, 95 increased, 107 reduced and 74 closed positions. Its largest new stake was VanEck Gold Miners ETF: 1,360,000 shares worth $125M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $767M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 25% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q1 2026 buy was VanEck Gold Miners ETF: 1,360,000 shares worth $125M.
  • Migdal Insurance & Financial Holdings added most to Invesco S&P 500 Equal Weight ETF in Q1 2026, an estimated $373M increase.
  • Migdal Insurance & Financial Holdings's biggest Q1 2026 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $767M.
  • Migdal Insurance & Financial Holdings fully exited iShares US Home Construction ETF in Q1 2026, selling an estimated $51M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $11.5B portfolio in Q1 2026.
  • Migdal Insurance & Financial Holdings opened 90 new positions and closed 74 in Q1 2026.
  • Migdal Insurance & Financial Holdings's portfolio value fell 0.85% quarter-over-quarter to $11.5B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.