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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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PERI icon
76
Perion Network
PERI
$379M
$15.3M 0.18%
1,511,885
+415,912
+38% +$3.97M
NYAX
77
Nayax
NYAX
$1.88B
$15.1M 0.18%
300,000
– –
CORP icon
78
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$14.6M 0.17%
150,206
-720,700
-83% -$68.9M
ESLT icon
79
Elbit Systems
ESLT
$36.7B
$14.4M 0.17%
32,100
+25,000
+352% +$10.1M
JNK icon
80
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$14.2M 0.17%
145,568
-341,806
-70% -$32.5M
QLTA icon
81
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$12.2M 0.14%
254,045
+3,150
+1% +$148K
INVZ icon
82
Innoviz Technologies
INVZ
$114M
$12M 0.14%
7,305,731
– –
BSJQ icon
83
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$867M
$11.4M 0.14%
488,549
+467,175
+2,186% +$10.8M
URGN icon
84
UroGen Pharma
URGN
$2.39B
$10.6M 0.13%
770,909
-15,563
-2% -$149K
VRP icon
85
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$9.78M 0.12%
400,000
– –
XAR icon
86
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$9.71M 0.12%
46,059
+37,427
+434% +$6.78M
PGX icon
87
Invesco Preferred ETF
PGX
$3.77B
$9.46M 0.11%
850,000
– –
TLH icon
88
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$8.75M 0.1%
86,091
+4,624
+6% +$464K
IYW icon
89
iShares US Technology ETF
IYW
$25.4B
$7.45M 0.09%
42,991
-1,410
-3% -$214K
CEVA icon
90
CEVA Inc
CEVA
$858M
$7.27M 0.09%
330,933
+79
+0% +$1.75K
SCHG icon
91
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$5.99M 0.07%
205,160
-252,725
-55% -$6.68M
FEZ icon
92
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$5.66M 0.07%
94,752
+13,507
+17% +$772K
TIP icon
93
iShares TIPS Bond ETF
TIP
$14.7B
$5.18M 0.06%
47,036
+2,115
+5% +$231K
MINT icon
94
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$4.93M 0.06%
49,032
+1,332
+3% +$134K
GILT icon
95
Gilat Satellite Networks
GILT
$892M
$4.76M 0.06%
671,210
– –
FDN icon
96
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$4.55M 0.05%
+16,887
New +$4.06M
FTNT icon
97
Fortinet
FTNT
$118B
$4.42M 0.05%
41,852
+1,488
+4% +$150K
CRWD icon
98
CrowdStrike
CRWD
$225B
$4.39M 0.05%
34,500
-3,196
-8% -$346K
SNPE icon
99
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
$4.37M 0.05%
79,035
+61,623
+354% +$3.15M
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$4.12M 0.05%
61,274
-1,572
-3% -$99.5K
2 3
4
5 6

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.