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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
ACWI icon
101
iShares MSCI ACWI ETF
ACWI
$33.4B
$4.46M 0.04%
32,260
+24,383
+310% +$3.5M
LMBS icon
102
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$4.03M 0.03%
80,919
-1,455
-2% -$72.9K
FEZ icon
103
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$3.86M 0.03%
62,102
-53,139
-46% -$3.48M
XAR icon
104
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$3.84M 0.03%
15,139
-7,463
-33% -$2.04M
HYG icon
105
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$3.7M 0.03%
46,969
-2,124
-4% -$171K
GRID
106
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$3.58M 0.03%
21,865
+341
+2% +$56.7K
IEF icon
107
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$3.51M 0.03%
36,783
-1,875
-5% -$180K
VCSH icon
108
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$3.51M 0.03%
44,238
+9,868
+29% +$786K
ONEQ icon
109
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$3.4M 0.03%
40,061
-2,354
-6% -$211K
QMMY
110
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$151M
$3.4M 0.03%
136,778
-22,374
-14% -$561K
CSCO icon
111
Cisco
CSCO
$488B
$3.19M 0.03%
41,170
-9,263
-18% -$725K
JNK icon
112
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$2.98M 0.03%
31,450
-118,197
-79% -$11.5M
IYT icon
113
iShares US Transportation ETF
IYT
$2.27B
$2.88M 0.03%
+38,625
New +$3M
FTNT icon
114
Fortinet
FTNT
$118B
$2.85M 0.02%
34,916
-3,550
-9% -$287K
SOXX icon
115
iShares Semiconductor ETF
SOXX
$46.2B
$2.79M 0.02%
8,500
+4,199
+98% +$1.43M
XRT icon
116
State Street SPDR S&P Retail ETF
XRT
$639M
$2.7M 0.02%
+33,500
New +$2.87M
IGM icon
117
iShares Expanded Tech Sector ETF
IGM
$10.8B
$2.55M 0.02%
21,533
-5,274
-20% -$664K
NET icon
118
Cloudflare
NET
$111B
$2.29M 0.02%
11,100
-2,700
-20% -$515K
CIBR icon
119
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$1.93M 0.02%
30,909
-8,270
-21% -$555K
CRWD icon
120
CrowdStrike
CRWD
$226B
$1.87M 0.02%
19,120
-4,084
-18% -$433K
FFIV icon
121
F5
FFIV
$24B
$1.65M 0.01%
5,700
-1,500
-21% -$416K
VEA icon
122
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.64M 0.01%
25,633
-4,420
-15% -$292K
IBHF icon
123
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$790M
$1.62M 0.01%
70,840
– –
EPI icon
124
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$1.48M 0.01%
36,249
-2,050,070
-98% -$90.6M
ASML icon
125
ASML
ASML
$695B
$1.32M 0.01%
1,027
-930
-48% -$1.27M
3 4
5
6 7

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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.