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
SEDG icon
51
SolarEdge
SEDG
$1.97B
$48.3M 0.42%
946,186
+401,340
+74% +$15.1M
MRK icon
52
Merck
MRK
$328B
$37.6M 0.33%
+310,002
New +$35.8M
BABA icon
53
Alibaba
BABA
$300B
$36.5M 0.32%
290,898
+2,400
+0.8% +$361K
WDC icon
54
Western Digital
WDC
$157B
$36.2M 0.31%
+134,000
New +$35M
BAC icon
55
Bank of America
BAC
$453B
$35.6M 0.31%
730,000
– –
IGV icon
56
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$35.5M 0.31%
443,036
-2,276,536
-84% -$202M
NTR icon
57
Nutrien
NTR
$32.1B
$35.2M 0.3%
+462,500
New +$33M
UBER icon
58
Uber
UBER
$154B
$34.5M 0.3%
480,000
+5,000
+1% +$385K
TER icon
59
Teradyne
TER
$63B
$32.7M 0.28%
110,322
+110,043
+39,442% +$30.7M
STX icon
60
Seagate
STX
$199B
$31.8M 0.28%
+81,000
New +$30.9M
INTC icon
61
Intel
INTC
$509B
$31.8M 0.28%
719,879
+713,000
+10,365% +$32.7M
BSX icon
62
Boston Scientific
BSX
$74.5B
$31.4M 0.27%
+500,000
New +$40M
TXN icon
63
Texas Instruments
TXN
$253B
$30.9M 0.27%
159,127
+158,000
+14,020% +$32M
MS icon
64
Morgan Stanley
MS
$342B
$29.8M 0.26%
181,208
-189
-0.1% -$32.7K
MCHP icon
65
Microchip Technology
MCHP
$43.1B
$29.5M 0.26%
457,301
+456,430
+52,403% +$32.8M
V icon
66
Visa
V
$671B
$29.5M 0.26%
97,527
+69
+0.1% +$22.2K
SPIB icon
67
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$28.8M 0.25%
859,071
-94,673
-10% -$3.2M
CHKP icon
68
Check Point Software Technologies
CHKP
$13.2B
$28.6M 0.25%
200,000
– –
SPY icon
69
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$28.2M 0.24%
43,414
-3,269
-7% -$2.22M
GLBE icon
70
Global E Online
GLBE
$6.81B
$27.6M 0.24%
895,000
+120,000
+15% +$4.22M
MA icon
71
Mastercard
MA
$490B
$27.5M 0.24%
55,122
+57
+0.1% +$30K
ESLT icon
72
Elbit Systems
ESLT
$36.5B
$27.3M 0.24%
32,100
– –
TT icon
73
Trane Technologies
TT
$105B
$20.8M 0.18%
+50,000
New +$21.2M
MELI icon
74
Mercado Libre
MELI
$92.7B
$20.7M 0.18%
+12,000
New +$23.1M
TATT icon
75
TAT Technologies
TATT
$508M
$19.1M 0.17%
470,025
+83,029
+21% +$4.3M
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 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.