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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
+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
VRTX icon
51
Vertex Pharmaceuticals
VRTX
$133B
$29.4M 0.32%
+75,000
New +$31.3M
MS icon
52
Morgan Stanley
MS
$342B
$28.9M 0.31%
181,954
+262
+0.1% +$38.7K
SMWB icon
53
Similarweb
SMWB
$770M
$28.9M 0.31%
3,106,157
+100,000
+3% +$895K
ONON icon
54
On Holding
ONON
$10.4B
$28.8M 0.31%
680,646
+175,255
+35% +$8.34M
GILD icon
55
Gilead Sciences
GILD
$168B
$28.7M 0.31%
+259,000
New +$29.4M
MBLY icon
56
Mobileye
MBLY
$7.48B
$28.2M 0.3%
1,999,090
+1,110,123
+125% +$16.5M
GLBE icon
57
Global E Online
GLBE
$6.81B
$27.7M 0.3%
775,000
+260,000
+50% +$8.87M
PANW icon
58
Palo Alto Networks
PANW
$315B
$27.1M 0.29%
133,225
-71,828
-35% -$13.7M
SSYS icon
59
Stratasys
SSYS
$767M
$23.9M 0.26%
2,130,983
– –
QQQM icon
60
Invesco NASDAQ 100 ETF
QQQM
$103B
$23M 0.25%
92,907
-15,901
-15% -$3.75M
ADBE icon
61
Adobe
ADBE
$103B
$22.1M 0.24%
62,601
-194
-0.3% -$69.6K
WIX icon
62
WIX.com
WIX
$2.88B
$19.6M 0.21%
110,534
-20,000
-15% -$3.01M
CLBT icon
63
Cellebrite
CLBT
$3.8B
$19.5M 0.21%
+1,050,000
New +$16.5M
QQQ icon
64
Invesco QQQ Trust
QQQ
$481B
$19.2M 0.21%
32,047
-2,189
-6% -$1.25M
VRNS icon
65
Varonis Systems
VRNS
$4.82B
$18.5M 0.2%
322,223
-205,966
-39% -$11.4M
ODD icon
66
ODDITY Tech
ODD
$595M
$17.5M 0.19%
280,764
+35,000
+14% +$2.27M
CROX icon
67
Crocs
CROX
$6.26B
$16.7M 0.18%
+200,000
New +$18.3M
ESLT icon
68
Elbit Systems
ESLT
$36.5B
$16.4M 0.18%
32,100
– –
IYW icon
69
iShares US Technology ETF
IYW
$25.4B
$15.6M 0.17%
80,536
+37,545
+87% +$6.87M
URGN icon
70
UroGen Pharma
URGN
$2.39B
$15.4M 0.17%
770,909
– –
MNDY icon
71
monday.com
MNDY
$3.63B
$15.3M 0.16%
79,009
+12,000
+18% +$2.76M
S icon
72
SentinelOne
S
$7.64B
$15M 0.16%
850,765
-134,327
-14% -$2.41M
INVZ icon
73
Innoviz Technologies
INVZ
$114M
$14.9M 0.16%
7,305,731
– –
AZN icon
74
AstraZeneca
AZN
$246B
$14.9M 0.16%
+97,000
New +$14.7M
TBLA icon
75
Taboola.com
TBLA
$1.05B
$14.8M 0.16%
4,349,179
-1,000,000
-19% -$3.42M
1 2
3
4 5

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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.