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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
GOOGL icon
101
Alphabet (Google) Class A
GOOGL
$4.2T
$3.92M 0.04%
16,097
-195
-1% -$40.8K
ASML icon
102
ASML
ASML
$695B
$3.92M 0.04%
4,048
+1,662
+70% +$1.31M
IGM icon
103
iShares Expanded Tech Sector ETF
IGM
$10.8B
$3.8M 0.04%
30,617
-3,981
-12% -$470K
EEM icon
104
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$3.65M 0.04%
68,408
-394
-0.6% -$19.8K
CRWD icon
105
CrowdStrike
CRWD
$226B
$3.58M 0.04%
29,196
-5,304
-15% -$603K
SLGL icon
106
Sol-Gel Technologies
SLGL
$234M
$3.58M 0.04%
122,755
– –
IEF icon
107
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$3.57M 0.04%
37,005
+4,452
+14% +$426K
SPNS
108
DELISTED
Sapiens International
SPNS
$3.57M 0.04%
83,001
– –
CSCO icon
109
Cisco
CSCO
$488B
$3.49M 0.04%
51,069
-6,433
-11% -$439K
FTNT icon
110
Fortinet
FTNT
$118B
$3.37M 0.04%
40,057
-1,795
-4% -$160K
NET icon
111
Cloudflare
NET
$111B
$3.35M 0.04%
15,600
-4,700
-23% -$960K
CIBR icon
112
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$3.3M 0.04%
43,592
+8,401
+24% +$621K
GRID
113
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$3.29M 0.04%
21,870
+571
+3% +$82.1K
ZS icon
114
Zscaler
ZS
$28.7B
$2.58M 0.03%
+8,617
New +$2.46M
VCSH icon
115
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$2.26M 0.02%
28,288
+6,358
+29% +$506K
NOC icon
116
Northrop Grumman
NOC
$82B
$2.13M 0.02%
3,500
– –
IBHF icon
117
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$790M
$2.1M 0.02%
+89,840
New +$2.09M
ARBE icon
118
Arbe Robotics
ARBE
$92M
$1.98M 0.02%
1,200,000
– –
LDOS icon
119
Leidos
LDOS
$17.6B
$1.94M 0.02%
10,289
+289
+3% +$50.3K
SPYM
120
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$1.91M 0.02%
24,345
– –
OKTA icon
121
Okta
OKTA
$25.6B
$1.89M 0.02%
20,653
-191,351
-90% -$17.9M
MU icon
122
Micron Technology
MU
$1.03T
$1.86M 0.02%
11,119
+4,493
+68% +$575K
GD icon
123
General Dynamics
GD
$107B
$1.67M 0.02%
4,900
-600
-11% -$189K
IVV icon
124
iShares Core S&P 500 ETF
IVV
$904B
$1.6M 0.02%
2,386
-956
-29% -$616K
QCOM icon
125
Qualcomm
QCOM
$171B
$1.56M 0.02%
9,367
+4,713
+101% +$748K
3 4
5
6 7

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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.