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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
PERI icon
76
Perion Network
PERI
$377M
$14.5M 0.16%
1,511,885
– –
NYAX
77
Nayax
NYAX
$1.86B
$14.3M 0.15%
300,000
– –
GILT icon
78
Gilat Satellite Networks
GILT
$895M
$14.2M 0.15%
1,091,053
+419,843
+63% +$3.85M
CORP icon
79
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$13M 0.14%
131,712
-18,494
-12% -$1.8M
FROG icon
80
JFrog
FROG
$10.4B
$13M 0.14%
274,047
-255,000
-48% -$11.5M
JNK icon
81
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$12.9M 0.14%
132,098
-13,470
-9% -$1.31M
VOO icon
82
Vanguard S&P 500 ETF
VOO
$1.03T
$12.5M 0.13%
20,409
+13,950
+216% +$8.22M
QLTA icon
83
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$12.2M 0.13%
252,559
-1,486
-0.6% -$71.2K
BSJQ icon
84
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$866M
$11.9M 0.13%
509,919
+21,370
+4% +$500K
XAR icon
85
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$9.82M 0.11%
41,800
-4,259
-9% -$930K
TLH icon
86
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$8.99M 0.1%
87,356
+1,265
+1% +$128K
TATT icon
87
TAT Technologies
TATT
$508M
$8.87M 0.1%
+201,422
New +$7.14M
CEVA icon
88
CEVA Inc
CEVA
$857M
$7.28M 0.08%
275,595
-55,338
-17% -$1.29M
VTV icon
89
Vanguard Morningstar Value ETF
VTV
$193B
$6.35M 0.07%
34,147
+23,166
+211% +$4.19M
FEZ icon
90
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$6.06M 0.07%
97,524
+2,772
+3% +$166K
TIP icon
91
iShares TIPS Bond ETF
TIP
$14.7B
$5.54M 0.06%
49,926
+2,890
+6% +$319K
SNPE icon
92
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
$5.38M 0.06%
89,546
+10,511
+13% +$605K
MINT icon
93
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$5.09M 0.05%
50,617
+1,585
+3% +$159K
VEU icon
94
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$4.71M 0.05%
66,260
+4,986
+8% +$344K
FFIV icon
95
F5
FFIV
$24B
$4.64M 0.05%
14,354
+7,354
+105% +$2.3M
ONEQ icon
96
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$4.31M 0.05%
48,898
-1,951
-4% -$165K
QMMY
97
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$151M
$4.17M 0.04%
170,216
-103
-0.1% -$2.47K
SPTI icon
98
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$4.12M 0.04%
142,500
+29,961
+27% +$861K
LMBS icon
99
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$4.02M 0.04%
80,963
+431
+0.5% +$21.3K
HYG icon
100
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.95M 0.04%
48,600
+10,543
+28% +$849K
2 3
4
5 6

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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.