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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
GD icon
126
General Dynamics
GD
$107B
$1.26M 0.01%
3,665
-835
-19% -$296K
OKTA icon
127
Okta
OKTA
$25.6B
$1.23M 0.01%
15,600
-4,000
-20% -$332K
IGIB icon
128
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$1.18M 0.01%
22,229
– –
C icon
129
Citigroup
C
$231B
$1.11M 0.01%
10,250
-285
-3% -$32.5K
MRVL icon
130
Marvell Technology
MRVL
$195B
$1.1M 0.01%
11,747
+700
+6% +$58.8K
LDOS icon
131
Leidos
LDOS
$17.6B
$1.09M 0.01%
7,000
-1,700
-20% -$305K
RSSL
132
Global X Russell 2000 ETF
RSSL
$1.55B
$1.06M 0.01%
11,250
-3,525
-24% -$356K
SPSB icon
133
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.05M 0.01%
34,851
+40
+0.1% +$1.21K
TLT icon
134
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$1M 0.01%
11,554
+3,954
+52% +$348K
TDIV icon
135
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$996K 0.01%
10,633
-839
-7% -$81.9K
ZS icon
136
Zscaler
ZS
$28.7B
$982K 0.01%
7,000
-1,490
-18% -$264K
PAVE icon
137
Global X US Infrastructure Development ETF
PAVE
$14.3B
$971K 0.01%
+19,102
New +$995K
NEE icon
138
NextEra Energy
NEE
$179B
$969K 0.01%
10,434
-512
-5% -$45.5K
COP icon
139
ConocoPhillips
COP
$153B
$961K 0.01%
7,282
+370
+5% +$41K
ILF icon
140
iShares Latin America 40 ETF
ILF
$3.71B
$945K 0.01%
+26,600
New +$921K
RTX icon
141
RTX Corp
RTX
$300B
$937K 0.01%
4,858
+322
+7% +$64K
BSCR icon
142
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$924K 0.01%
47,092
-11,402
-19% -$225K
FLKR icon
143
Franklin FTSE South Korea ETF
FLKR
$1.51B
$917K 0.01%
+23,000
New +$937K
BUG icon
144
Global X Cybersecurity ETF
BUG
$1.5B
$900K 0.01%
36,700
+21,200
+137% +$582K
TJX icon
145
TJX Companies
TJX
$169B
$893K 0.01%
5,590
+288
+5% +$44.9K
INVZ icon
146
Innoviz Technologies
INVZ
$114M
$881K 0.01%
1,392,740
-5,912,991
-81% -$5.4M
INFY icon
147
Infosys
INFY
$49.7B
$881K 0.01%
65,179
-25,000
-28% -$392K
CAT icon
148
Caterpillar
CAT
$393B
$870K 0.01%
1,228
-99
-7% -$68.6K
QTEC icon
149
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.82B
$869K 0.01%
4,022
-227
-5% -$51.9K
HYS icon
150
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$829K 0.01%
8,890
+480
+6% +$45.3K
4 5
6
7 8

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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.