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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
KWEB icon
151
KraneShares CSI China Internet ETF
KWEB
$5.2B
$799K 0.01%
31,669
-2,430,800
-99% -$67.3M
IWB icon
152
iShares Russell 1000 ETF
IWB
$49.1B
$786K 0.01%
2,052
+1,019
+99% +$404K
SHY icon
153
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$735K ﹤0.01%
8,950
-221
-2% -$18.2K
BRRR icon
154
Coinshares Bitcoin ETF
BRRR
$457M
$732K ﹤0.01%
38,281
– –
BSCR icon
155
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$730K ﹤0.01%
37,230
-9,862
-21% -$194K
BTC
156
Grayscale Bitcoin Mini Trust ETF
BTC
$4.11B
$728K ﹤0.01%
24,263
– –
IBIT icon
157
iShares Bitcoin Trust
IBIT
$58.6B
$728K ﹤0.01%
18,937
– –
BITB icon
158
Bitwise Bitcoin ETF
BITB
$2.87B
$727K ﹤0.01%
19,759
– –
GE icon
159
GE Aerospace
GE
$355B
$727K ﹤0.01%
1,946
– –
ON icon
160
ON Semiconductor
ON
$28.3B
$720K ﹤0.01%
7,895
+7,079
+868% +$726K
FLTW icon
161
Franklin FTSE Taiwan ETF
FLTW
$3.67B
$718K ﹤0.01%
8,400
+4,200
+100% +$382K
TJX icon
162
TJX Companies
TJX
$149B
$710K ﹤0.01%
4,688
-902
-16% -$143K
IBN icon
163
ICICI Bank
IBN
$107B
$692K ﹤0.01%
23,799
-5,000
-17% -$135K
INFY icon
164
Infosys
INFY
$48.8B
$684K ﹤0.01%
65,179
– –
NXTG icon
165
First Trust Indxx NextG ETF
NXTG
$562M
$676K ﹤0.01%
4,408
-190
-4% -$27K
IBDS icon
166
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.91B
$672K ﹤0.01%
27,735
-3,650
-12% -$88.3K
QQQE icon
167
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.44B
$654K ﹤0.01%
5,377
-270
-5% -$30.5K
MCHP icon
168
Microchip Technology
MCHP
$39.6B
$646K ﹤0.01%
7,460
-449,841
-98% -$40.1M
BSCQ icon
169
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.48B
$639K ﹤0.01%
32,730
– –
COP icon
170
ConocoPhillips
COP
$157B
$637K ﹤0.01%
6,123
-1,159
-16% -$137K
CDNS icon
171
Cadence Design Systems
CDNS
$93.7B
$627K ﹤0.01%
1,670
+186
+13% +$65.2K
FEMS icon
172
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$262M
$592K ﹤0.01%
13,000
+6,500
+100% +$305K
QLYS icon
173
Qualys
QLYS
$6.47B
$550K ﹤0.01%
4,000
-487
-11% -$47.9K
PBR icon
174
Petrobras
PBR
$119B
$537K ﹤0.01%
29,000
+14,500
+100% +$283K
KR icon
175
Kroger
KR
$35.4B
$532K ﹤0.01%
9,582
-1,557
-14% -$102K
5 6
7
8 9

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GF
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FGP
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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
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GC
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SP
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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.