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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
LMBS icon
101
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$4.12M 0.04%
82,374
+1,411
+2% +$70.5K
QMMY
102
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$151M
$3.98M 0.03%
159,152
-11,064
-6% -$273K
HYG icon
103
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.96M 0.03%
49,093
+493
+1% +$39.7K
CSCO icon
104
Cisco
CSCO
$488B
$3.89M 0.03%
50,433
-636
-1% -$47.2K
ONEQ icon
105
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$3.88M 0.03%
42,415
-6,483
-13% -$590K
RSP icon
106
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$3.78M 0.03%
19,755
+17,506
+778% +$3.32M
IEF icon
107
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$3.72M 0.03%
38,658
+1,653
+4% +$160K
IGM icon
108
iShares Expanded Tech Sector ETF
IGM
$10.8B
$3.46M 0.03%
26,807
-3,810
-12% -$493K
GRID
109
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$3.29M 0.03%
21,524
-346
-2% -$53.1K
FTNT icon
110
Fortinet
FTNT
$118B
$3.06M 0.03%
38,466
-1,591
-4% -$132K
EEM icon
111
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$2.99M 0.03%
54,700
-13,708
-20% -$745K
CIBR icon
112
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$2.8M 0.02%
39,179
-4,413
-10% -$331K
VCSH icon
113
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$2.74M 0.02%
34,370
+6,082
+22% +$485K
NET icon
114
Cloudflare
NET
$111B
$2.72M 0.02%
13,800
-1,800
-12% -$381K
CRWD icon
115
CrowdStrike
CRWD
$226B
$2.72M 0.02%
23,204
-5,992
-21% -$763K
ASML icon
116
ASML
ASML
$695B
$2.1M 0.02%
1,957
-2,091
-52% -$2.18M
ZS icon
117
Zscaler
ZS
$28.7B
$1.91M 0.02%
8,490
-127
-1% -$35.8K
VEA icon
118
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.88M 0.02%
30,053
+4,750
+19% +$291K
FFIV icon
119
F5
FFIV
$24B
$1.84M 0.02%
7,200
-7,154
-50% -$1.92M
NOC icon
120
Northrop Grumman
NOC
$82B
$1.71M 0.01%
3,000
-500
-14% -$290K
OKTA icon
121
Okta
OKTA
$25.6B
$1.7M 0.01%
19,600
-1,053
-5% -$91.9K
IBHF icon
122
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$790M
$1.63M 0.01%
70,840
-19,000
-21% -$441K
INFY icon
123
Infosys
INFY
$49.7B
$1.61M 0.01%
90,179
– –
LDOS icon
124
Leidos
LDOS
$17.6B
$1.57M 0.01%
8,700
-1,589
-15% -$301K
GD icon
125
General Dynamics
GD
$107B
$1.51M 0.01%
4,500
-400
-8% -$136K
3 4
5
6 7

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CLGM
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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.