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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
+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
QQQ icon
76
Invesco QQQ Trust
QQQ
$481B
$18M 0.16%
31,221
-1,892
-6% -$1.15M
NYAX
77
Nayax
NYAX
$1.86B
$16.8M 0.15%
300,000
– –
JEF icon
78
Jefferies Financial Group
JEF
$12.6B
$16.4M 0.14%
398,000
– –
GILT icon
79
Gilat Satellite Networks
GILT
$895M
$16.4M 0.14%
1,091,053
– –
IYW icon
80
iShares US Technology ETF
IYW
$25.4B
$14.6M 0.13%
80,351
+451
+0.6% +$87.2K
LITE icon
81
Lumentum
LITE
$72.5B
$14.1M 0.12%
+20,000
New +$11M
URGN icon
82
UroGen Pharma
URGN
$2.39B
$13.9M 0.12%
770,909
– –
GLW icon
83
Corning
GLW
$144B
$13.6M 0.12%
100,000
+99,606
+25,281% +$12M
COHR icon
84
Coherent
COHR
$69.6B
$13.3M 0.12%
56,000
+55,642
+15,542% +$12.7M
CIEN icon
85
Ciena
CIEN
$61.2B
$13.2M 0.11%
34,000
+33,286
+4,662% +$10.2M
PERI icon
86
Perion Network
PERI
$377M
$12.9M 0.11%
1,287,102
– –
QLTA icon
87
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$12.8M 0.11%
268,251
+6,332
+2% +$304K
BSJQ icon
88
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$866M
$12.7M 0.11%
547,860
+8,700
+2% +$202K
VTV icon
89
Vanguard Morningstar Value ETF
VTV
$193B
$10.3M 0.09%
52,646
+3,133
+6% +$627K
VEU icon
90
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$9.96M 0.09%
132,561
+60,169
+83% +$4.66M
VOO icon
91
Vanguard S&P 500 ETF
VOO
$1.03T
$9.34M 0.08%
15,635
-625
-4% -$391K
TLH icon
92
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$8.71M 0.08%
86,496
-2,598
-3% -$265K
QQQM icon
93
Invesco NASDAQ 100 ETF
QQQM
$103B
$7.77M 0.07%
32,731
-3,065,316
-99% -$767M
EEM icon
94
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$5.91M 0.05%
104,784
+50,084
+92% +$2.95M
TIP icon
95
iShares TIPS Bond ETF
TIP
$14.7B
$5.9M 0.05%
53,462
+2,182
+4% +$242K
MINT icon
96
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$5.34M 0.05%
53,141
-637
-1% -$64K
SPMO icon
97
Invesco S&P 500 Momentum ETF
SPMO
$22B
$5.33M 0.05%
47,506
+3,029
+7% +$358K
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$4.2T
$5.18M 0.04%
18,535
+620
+3% +$195K
EMXC icon
99
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$4.94M 0.04%
+62,845
New +$5.05M
CEG icon
100
CALL
Constellation Energy
CEG
$98.7B
$4.75M 0.04%
+4,800
New +$1.46M
2 3
4
5 6

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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.