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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
FTNT icon
101
Fortinet
FTNT
$122B
$4.14M 0.03%
26,940
-7,976
-23% -$922K
ONEQ icon
102
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$3.96M 0.03%
38,389
-1,672
-4% -$166K
MRVL icon
103
Marvell Technology
MRVL
$195B
$3.69M 0.02%
12,710
+963
+8% +$193K
IEF icon
104
iShares 7-10 Year Treasury Bond ETF
IEF
$42.9B
$3.44M 0.02%
36,406
-377
-1% -$35.7K
IYT icon
105
iShares US Transportation ETF
IYT
$2.26B
$3.35M 0.02%
38,625
– –
IGM icon
106
iShares Expanded Tech Sector ETF
IGM
$10.6B
$3.35M 0.02%
20,556
-977
-5% -$146K
QMMY
107
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$150M
$3.28M 0.02%
123,812
-12,966
-9% -$337K
CRWD icon
108
CrowdStrike
CRWD
$224B
$3.23M 0.02%
16,916
-2,204
-12% -$313K
HYG icon
109
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$2.82M 0.02%
35,208
-11,761
-25% -$941K
NET icon
110
Cloudflare
NET
$107B
$2.72M 0.02%
11,100
– –
CIBR icon
111
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$2.51M 0.02%
27,928
-2,981
-10% -$229K
KLAC icon
112
KLA
KLAC
$229B
$2.39M 0.02%
7,910
+4,630
+141% +$919K
VOO icon
113
Vanguard S&P 500 ETF
VOO
$1.03T
$2.35M 0.02%
3,422
-12,213
-78% -$8.14M
FFIV icon
114
F5
FFIV
$22.3B
$2.16M 0.01%
5,200
-500
-9% -$178K
OKTA icon
115
Okta
OKTA
$29.1B
$2.13M 0.01%
15,600
– –
FEZ icon
116
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.52B
$2.01M 0.01%
29,309
-32,793
-53% -$2.19M
ITB icon
117
iShares US Home Construction ETF
ITB
$2.25B
$1.93M 0.01%
+18,500
New +$1.76M
KBE icon
118
State Street SPDR S&P Bank ETF
KBE
$1.69B
$1.86M 0.01%
+27,250
New +$1.75M
FLKR icon
119
Franklin FTSE South Korea ETF
FLKR
$1.6B
$1.85M 0.01%
37,500
+14,500
+63% +$829K
ASML icon
120
ASML
ASML
$651B
$1.71M 0.01%
876
-151
-15% -$240K
LDOS icon
121
Leidos
LDOS
$17.7B
$1.71M 0.01%
13,000
+6,000
+86% +$797K
LLY icon
122
Eli Lilly
LLY
$1.05T
$1.59M 0.01%
1,328
-122,941
-99% -$126M
TBLA icon
123
Taboola.com
TBLA
$1.02B
$1.55M 0.01%
+310,335
New +$1.36M
EMXC icon
124
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$1.47M 0.01%
14,386
-48,459
-77% -$4.57M
C icon
125
Citigroup
C
$223B
$1.45M 0.01%
10,250
– –
3 4
5
6 7

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FGP
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ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
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AIM
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GC
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SP
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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.