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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
+9.26%
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
$11.6B
AUM Growth
+$2.34B
Cap. Flow
+$1.76B
Cap. Flow %
15.16%
Top 10 Hldgs %
48.02%
Holding
392
New
68
Increased
85
Reduced
97
Closed
46

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$759M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$244M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$121M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$87.4M
3
LLY icon
Eli Lilly
LLY
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEDG icon
76
SolarEdge
SEDG
$1.97B
$15.7M 0.14%
544,846
+540,000
+11,143% +$18.8M
TBLA icon
77
Taboola.com
TBLA
$1.05B
$15.2M 0.13%
3,299,179
-1,050,000
-24% -$3.95M
NYAX
78
Nayax
NYAX
$1.86B
$15.2M 0.13%
300,000
– –
JNK icon
79
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$14.6M 0.13%
149,647
+17,549
+13% +$1.7M
GILT icon
80
Gilat Satellite Networks
GILT
$895M
$14.1M 0.12%
1,091,053
– –
CORP icon
81
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
$13.8M 0.12%
140,919
+9,207
+7% +$907K
QLTA icon
82
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$12.6M 0.11%
261,919
+9,360
+4% +$453K
BSJQ icon
83
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$866M
$12.6M 0.11%
539,160
+29,241
+6% +$684K
PERI icon
84
Perion Network
PERI
$377M
$12.3M 0.11%
1,287,102
-224,783
-15% -$2.18M
WIX icon
85
WIX.com
WIX
$2.88B
$11.5M 0.1%
110,534
– –
ODD icon
86
ODDITY Tech
ODD
$595M
$11.3M 0.1%
280,764
– –
VOO icon
87
Vanguard S&P 500 ETF
VOO
$1.03T
$10.2M 0.09%
16,260
-4,149
-20% -$2.58M
VTV icon
88
Vanguard Morningstar Value ETF
VTV
$193B
$9.46M 0.08%
49,513
+15,366
+45% +$2.89M
TLH icon
89
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$9.06M 0.08%
89,094
+1,738
+2% +$179K
SNPE icon
90
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
$7.54M 0.06%
120,788
+31,242
+35% +$1.92M
FEZ icon
91
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$7.42M 0.06%
115,241
+17,717
+18% +$1.12M
XLG icon
92
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$6.59M 0.06%
111,148
+105,705
+1,942% +$6.21M
INVZ icon
93
Innoviz Technologies
INVZ
$114M
$6.23M 0.05%
7,305,731
– –
SPTI icon
94
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$5.74M 0.05%
199,019
+56,519
+40% +$1.64M
TIP icon
95
iShares TIPS Bond ETF
TIP
$14.7B
$5.64M 0.05%
51,280
+1,354
+3% +$150K
GOOGL icon
96
Alphabet (Google) Class A
GOOGL
$4.2T
$5.62M 0.05%
17,915
+1,818
+11% +$519K
XAR icon
97
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$5.45M 0.05%
22,602
-19,198
-46% -$4.56M
MINT icon
98
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$5.4M 0.05%
53,778
+3,161
+6% +$318K
VEU icon
99
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$5.33M 0.05%
72,392
+6,132
+9% +$446K
SPMO icon
100
Invesco S&P 500 Momentum ETF
SPMO
$22B
$5.32M 0.05%
44,477
+38,218
+611% +$4.58M
2 3
4
5 6

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LCIP
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OAC
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CLGM
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EH
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Edgewood Management
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NMO
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MG
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Migdal Insurance & Financial Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Migdal Insurance & Financial Holdings held 392 positions worth $11.6B, up 25% from $9.29B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.76B of net new capital in Q4 2025, opening 68 new positions and adding to 85 existing holdings. Its largest new stake was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Invesco KBW Bank ETF, an estimated $121M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2025 buy was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.
  • Migdal Insurance & Financial Holdings added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $759M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2025 reduction was Invesco KBW Bank ETF, cutting an estimated $121M.
  • Migdal Insurance & Financial Holdings fully exited Vertex Pharmaceuticals in Q4 2025, selling an estimated $29.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $11.6B portfolio in Q4 2025.
  • Migdal Insurance & Financial Holdings opened 68 new positions and closed 46 in Q4 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 25% quarter-over-quarter to $11.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.