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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
+31.28%
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
$15.6B
AUM Growth
+$4.1B
Cap. Flow
+$1.5B
Cap. Flow %
9.58%
Top 10 Hldgs %
47.76%
Holding
442
New
80
Increased
104
Reduced
97
Closed
78

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$248M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$231M
3
MSFT icon
Microsoft
MSFT
+$229M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$189M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$164M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365M
2
TSM icon
TSMC
TSM
+$166M
3
LLY icon
Eli Lilly
LLY
+$126M
4
LRCX icon
Lam Research
LRCX
+$118M
5
SNDK
Sandisk
SNDK
+$72.8M

Sector Composition

Rank Sector Weight
1 Miscellaneous 36.32%
2 Technology 33.74%
3 Healthcare 11.45%
4 Communication Services 6.95%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
76
Mercado Libre
MELI
$99.7B
$20.4M 0.13%
12,000
– –
IYW icon
77
iShares US Technology ETF
IYW
$25.3B
$20.3M 0.13%
80,582
+231
+0.3% +$53.1K
NYAX
78
Nayax
NYAX
$1.91B
$19.7M 0.13%
300,000
– –
CHKP icon
79
Check Point Software Technologies
CHKP
$14.1B
$18.4M 0.12%
140,000
-60,000
-30% -$7.8M
PS
80
Pershing Square
PS
$16.9B
$14.8M 0.09%
+450,000
New +$16.4M
GILT icon
81
Gilat Satellite Networks
GILT
$766M
$14.5M 0.09%
1,091,053
– –
QLTA icon
82
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$13.5M 0.09%
283,943
+15,692
+6% +$746K
BSJQ icon
83
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$817M
$12.9M 0.08%
560,867
+13,007
+2% +$301K
SPCX
84
SpaceX
SPCX
$1.87T
$12.8M 0.08%
+75,000
New +$12.7M
PERI icon
85
Perion Network
PERI
$382M
$12.5M 0.08%
1,287,102
– –
VTV icon
86
Vanguard Morningstar Value ETF
VTV
$192B
$11.1M 0.07%
51,084
-1,562
-3% -$326K
VEU icon
87
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$10.5M 0.07%
125,005
-7,556
-6% -$618K
MINT icon
88
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$6.98M 0.04%
69,234
+16,093
+30% +$1.62M
SOXX icon
89
iShares Semiconductor ETF
SOXX
$41.5B
$6.83M 0.04%
11,043
+2,543
+30% +$1.29M
EEM icon
90
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$6.76M 0.04%
99,516
-5,268
-5% -$344K
GOOGL icon
91
Alphabet (Google) Class A
GOOGL
$4.24T
$6.54M 0.04%
18,394
-141
-0.8% -$50.8K
TIP icon
92
iShares TIPS Bond ETF
TIP
$15B
$6.25M 0.04%
57,153
+3,691
+7% +$408K
TLH icon
93
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$5.11M 0.03%
50,964
-35,532
-41% -$3.55M
ACWI icon
94
iShares MSCI ACWI ETF
ACWI
$33.3B
$5.06M 0.03%
32,261
+1
+0% +$153
VCSH icon
95
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$4.93M 0.03%
62,328
+18,090
+41% +$1.43M
CSCO icon
96
Cisco
CSCO
$433B
$4.77M 0.03%
40,648
-522
-1% -$54.6K
GRID
97
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.7B
$4.75M 0.03%
25,078
+3,213
+15% +$603K
LMBS icon
98
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.42B
$4.37M 0.03%
87,761
+6,842
+8% +$341K
IEI icon
99
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$4.27M 0.03%
36,351
+36,224
+28,523% +$4.26M
SPMO icon
100
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$4.2M 0.03%
26,205
-21,301
-45% -$3M
2 3
4
5 6

Similar funds

GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Migdal Insurance & Financial Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Migdal Insurance & Financial Holdings held 442 positions worth $15.6B, up 36% from $11.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.5B of net new capital in Q2 2026, opening 80 new positions and adding to 104 existing holdings. Its largest new stake was Advanced Micro Devices: 231,000 shares worth $134M.

By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 38% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was TSMC, an estimated $166M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q2 2026 buy was Advanced Micro Devices: 231,000 shares worth $134M.
  • Migdal Insurance & Financial Holdings added most to Alphabet (Google) Class C in Q2 2026, an estimated $248M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2026 reduction was TSMC, cutting an estimated $166M.
  • Migdal Insurance & Financial Holdings fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $365M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $15.6B portfolio in Q2 2026.
  • Migdal Insurance & Financial Holdings opened 80 new positions and closed 78 in Q2 2026.
  • Migdal Insurance & Financial Holdings's portfolio value rose 36% quarter-over-quarter to $15.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.