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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
AISP
126
Airship AI Holdings
AISP
$71.3M
$1.55M 0.02%
300,000
-300,000
-50% -$1.54M
VEA icon
127
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.52M 0.02%
+25,303
New +$1.47M
SCHG icon
128
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$1.49M 0.02%
46,769
-158,391
-77% -$4.83M
INFY icon
129
Infosys
INFY
$49.7B
$1.47M 0.02%
90,179
– –
GEN icon
130
Gen Digital
GEN
$17.1B
$1.42M 0.02%
50,000
– –
RSSL
131
Global X Russell 2000 ETF
RSSL
$1.55B
$1.4M 0.02%
14,775
– –
TDIV icon
132
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$1.39M 0.01%
14,247
-5,408
-28% -$505K
CRM icon
133
Salesforce
CRM
$158B
$1.38M 0.01%
5,696
+3,400
+148% +$858K
SOXX icon
134
iShares Semiconductor ETF
SOXX
$46.2B
$1.35M 0.01%
5,091
-432
-8% -$108K
C icon
135
Citigroup
C
$231B
$1.28M 0.01%
12,529
+438
+4% +$41.6K
ACWI icon
136
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.26M 0.01%
9,128
+2
+0% +$266
QTEC icon
137
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
$1.24M 0.01%
5,499
-2,846
-34% -$617K
IGIB icon
138
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$1.2M 0.01%
22,229
+3,606
+19% +$193K
PYPL icon
139
PayPal
PYPL
$50.6B
$1.17M 0.01%
17,031
-973
-5% -$68.6K
TXN icon
140
Texas Instruments
TXN
$253B
$1.09M 0.01%
5,948
+4,594
+339% +$898K
RBRK icon
141
Rubrik
RBRK
$19.9B
$1.07M 0.01%
13,000
– –
NOW icon
142
ServiceNow
NOW
$129B
$1.04M 0.01%
5,580
-130
-2% -$24.3K
TENB icon
143
Tenable Holdings
TENB
$4.08B
$1.02M 0.01%
35,000
– –
IBN icon
144
ICICI Bank
IBN
$107B
$961K 0.01%
31,799
-13,000
-29% -$425K
BSCR icon
145
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$948K 0.01%
48,092
-2,681
-5% -$52.8K
HDB icon
146
HDFC Bank
HDB
$119B
$938K 0.01%
27,448
-6,000
-18% -$221K
MRVL icon
147
Marvell Technology
MRVL
$195B
$884K 0.01%
10,625
-422,230
-98% -$31.1M
WFC icon
148
Wells Fargo
WFC
$269B
$872K 0.01%
10,362
+9,759
+1,618% +$791K
IBDS icon
149
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$854K 0.01%
35,068
+42
+0.1% +$1.02K
TLT icon
150
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$810K 0.01%
9,066
+1,281
+16% +$112K
4 5
6
7 8

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CLGM
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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.