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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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
126
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.74M 0.02%
21,930
+4,289
+24% +$338K
INFY icon
127
Infosys
INFY
$49.7B
$1.67M 0.02%
90,179
-16,000
-15% -$286K
GD icon
128
General Dynamics
GD
$107B
$1.6M 0.02%
5,500
– –
LDOS icon
129
Leidos
LDOS
$17.6B
$1.58M 0.02%
10,000
– –
IBN icon
130
ICICI Bank
IBN
$107B
$1.51M 0.02%
44,799
– –
GEN icon
131
Gen Digital
GEN
$17.1B
$1.47M 0.02%
50,000
-2,907
-5% -$79.5K
PYPL icon
132
PayPal
PYPL
$50.6B
$1.33M 0.02%
18,004
-65
-0.4% -$4.45K
SOXX icon
133
iShares Semiconductor ETF
SOXX
$46.2B
$1.32M 0.02%
5,523
-12
-0.2% -$2.4K
HDB icon
134
HDFC Bank
HDB
$119B
$1.28M 0.02%
33,448
– –
RSSL
135
Global X Russell 2000 ETF
RSSL
$1.55B
$1.25M 0.01%
14,775
– –
BRK.B icon
136
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.22M 0.01%
+2,501
New +$1.27M
TENB icon
137
Tenable Holdings
TENB
$4.08B
$1.18M 0.01%
35,000
-1,500
-4% -$48.7K
ACWI icon
138
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.17M 0.01%
9,126
– –
NOW icon
139
ServiceNow
NOW
$129B
$1.17M 0.01%
5,710
+25
+0.4% +$4.72K
RBRK icon
140
Rubrik
RBRK
$19.9B
$1.17M 0.01%
13,000
– –
BABA icon
141
Alibaba
BABA
$300B
$1.06M 0.01%
9,348
-150
-2% -$17.8K
C icon
142
Citigroup
C
$231B
$1.02M 0.01%
12,091
-1,123
-8% -$81.2K
BSCR icon
143
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$998K 0.01%
50,773
+7,646
+18% +$150K
IGIB icon
144
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$992K 0.01%
18,623
– –
SLGL icon
145
Sol-Gel Technologies
SLGL
$234M
$908K 0.01%
122,755
– –
QLYS icon
146
Qualys
QLYS
$6.47B
$907K 0.01%
6,346
-459
-7% -$60.8K
INCO icon
147
Columbia India Consumer ETF
INCO
$236M
$862K 0.01%
13,280
– –
IBDS icon
148
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$850K 0.01%
35,026
+2,978
+9% +$71.9K
RDY icon
149
Dr. Reddy's Laboratories
RDY
$10.3B
$827K 0.01%
55,000
-20,000
-27% -$286K
MU icon
150
Micron Technology
MU
$1.03T
$817K 0.01%
6,626
-161,659
-96% -$15.1M
4 5
6
7 8

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.