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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
RSSL
126
Global X Russell 2000 ETF
RSSL
$1.55B
$1.44M 0.01%
14,775
– –
ARBE icon
127
Arbe Robotics
ARBE
$92M
$1.42M 0.01%
1,200,000
– –
GEN icon
128
Gen Digital
GEN
$17.1B
$1.36M 0.01%
50,000
– –
SOXX icon
129
iShares Semiconductor ETF
SOXX
$46.2B
$1.29M 0.01%
4,301
-790
-16% -$233K
C icon
130
Citigroup
C
$231B
$1.23M 0.01%
10,535
-1,994
-16% -$207K
SCHG icon
131
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$1.2M 0.01%
36,856
-9,913
-21% -$322K
IGIB icon
132
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$1.2M 0.01%
22,229
– –
BSCR icon
133
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$1.16M 0.01%
58,494
+10,402
+22% +$205K
ACWI icon
134
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.11M 0.01%
7,877
-1,251
-14% -$176K
TDIV icon
135
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$1.11M 0.01%
11,472
-2,775
-19% -$273K
SPSB icon
136
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.05M 0.01%
34,811
+12,037
+53% +$364K
PYPL icon
137
PayPal
PYPL
$50.6B
$985K 0.01%
16,727
-304
-2% -$19.7K
QTEC icon
138
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
$978K 0.01%
4,249
-1,250
-23% -$291K
IBDS icon
139
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$954K 0.01%
39,273
+4,205
+12% +$102K
MRVL icon
140
Marvell Technology
MRVL
$195B
$949K 0.01%
11,047
+422
+4% +$36.9K
WMT icon
141
Walmart Inc
WMT
$923B
$937K 0.01%
8,406
+2,406
+40% +$258K
MU icon
142
Micron Technology
MU
$1.03T
$923K 0.01%
3,234
-7,885
-71% -$1.81M
RBRK icon
143
Rubrik
RBRK
$19.9B
$918K 0.01%
12,000
-1,000
-8% -$76.7K
NEE icon
144
NextEra Energy
NEE
$179B
$879K 0.01%
10,946
+4,168
+61% +$345K
IBN icon
145
ICICI Bank
IBN
$107B
$860K 0.01%
28,799
-3,000
-9% -$92K
WFC icon
146
Wells Fargo
WFC
$269B
$839K 0.01%
8,956
-1,406
-14% -$122K
RTX icon
147
RTX Corp
RTX
$300B
$832K 0.01%
4,536
+2,095
+86% +$364K
TJX icon
148
TJX Companies
TJX
$169B
$814K 0.01%
5,302
+1,141
+27% +$169K
XLE icon
149
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$810K 0.01%
18,122
-1,306,860
-99% -$58.2M
NOW icon
150
ServiceNow
NOW
$129B
$806K 0.01%
5,240
-340
-6% -$58.3K
4 5
6
7 8

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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.