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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
ILF icon
126
iShares Latin America 40 ETF
ILF
$3.72B
$1.41M 0.01%
40,200
+13,600
+51% +$482K
PLTR icon
127
Palantir
PLTR
$448B
$1.34M 0.01%
11,468
+9,287
+426% +$1.27M
DELL icon
128
Dell
DELL
$295B
$1.32M 0.01%
3,195
-1,134
-26% -$328K
QCOM icon
129
Qualcomm
QCOM
$175B
$1.31M 0.01%
7,087
+4,225
+148% +$790K
CAT icon
130
Caterpillar
CAT
$368B
$1.31M 0.01%
1,228
– –
QTEC icon
131
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.74B
$1.28M 0.01%
3,833
-189
-5% -$54.1K
PAVE icon
132
Global X US Infrastructure Development ETF
PAVE
$13.6B
$1.25M 0.01%
21,230
+2,128
+11% +$119K
SPSB icon
133
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$1.24M 0.01%
41,333
+6,482
+19% +$195K
RTX icon
134
RTX Corp
RTX
$285B
$1.22M 0.01%
6,437
+1,579
+33% +$290K
GD icon
135
General Dynamics
GD
$103B
$1.21M 0.01%
3,425
-240
-7% -$82.2K
IBHF icon
136
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$772M
$1.2M 0.01%
53,016
-17,824
-25% -$406K
RBRK icon
137
Rubrik
RBRK
$19.2B
$1.16M 0.01%
18,000
+9,000
+100% +$566K
TDIV icon
138
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.39B
$1.14M 0.01%
9,955
-678
-6% -$75.1K
TLT icon
139
iShares 20+ Year Treasury Bond ETF
TLT
$46.8B
$1.12M 0.01%
13,003
+1,449
+13% +$124K
IGIB icon
140
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$1.12M 0.01%
21,089
-1,140
-5% -$60.6K
NEE icon
141
NextEra Energy
NEE
$171B
$1.11M 0.01%
12,633
+2,199
+21% +$199K
SN icon
142
SharkNinja
SN
$26.9B
$1.02M 0.01%
6,967
+797
+13% +$95.5K
IEFA icon
143
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.02M 0.01%
10,570
+5,090
+93% +$489K
GEN icon
144
Gen Digital
GEN
$18.6B
$996K 0.01%
40,000
– –
MPWR icon
145
Monolithic Power Systems
MPWR
$61.7B
$986K 0.01%
728
+656
+911% +$985K
ZS icon
146
Zscaler
ZS
$29.8B
$982K 0.01%
7,000
– –
PLD icon
147
Prologis
PLD
$134B
$930K 0.01%
6,866
+672
+11% +$95.3K
CEMB icon
148
iShares JPMorgan EM Corporate Bond ETF
CEMB
$435M
$900K 0.01%
19,708
+3,072
+18% +$140K
EWT icon
149
iShares MSCI Taiwan ETF
EWT
$11.7B
$896K 0.01%
8,470
– –
HYS icon
150
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
$831K 0.01%
8,890
– –
4 5
6
7 8

Similar funds

GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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.