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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
HYS icon
151
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$805K 0.01%
8,410
– –
CDNS icon
152
Cadence Design Systems
CDNS
$89B
$788K 0.01%
2,250
+12
+0.5% +$4.13K
SPMO icon
153
Invesco S&P 500 Momentum ETF
SPMO
$22B
$758K 0.01%
+6,259
New +$729K
QLYS icon
154
Qualys
QLYS
$6.47B
$716K 0.01%
5,411
-935
-15% -$127K
QQQE icon
155
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$707K 0.01%
7,151
-1,023
-13% -$101K
IBM icon
156
IBM
IBM
$222B
$704K 0.01%
2,496
+140
+6% +$36.6K
SPSB icon
157
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$690K 0.01%
22,774
+890
+4% +$26.8K
BUG icon
158
Global X Cybersecurity ETF
BUG
$1.5B
$669K 0.01%
19,000
– –
WMT icon
159
Walmart Inc
WMT
$923B
$618K 0.01%
6,000
+1,171
+24% +$117K
CAT icon
160
Caterpillar
CAT
$393B
$613K 0.01%
1,284
+28
+2% +$12K
TJX icon
161
TJX Companies
TJX
$169B
$598K 0.01%
4,161
-199
-5% -$26.4K
BSCP
162
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$594K 0.01%
28,722
-1,540
-5% -$31.9K
SHY icon
163
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$592K 0.01%
7,130
+1,431
+25% +$118K
GE icon
164
GE Aerospace
GE
$379B
$585K 0.01%
1,946
– –
DELL icon
165
Dell
DELL
$313B
$584K 0.01%
4,340
+500
+13% +$64.9K
HTEC icon
166
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$74.2M
$580K 0.01%
19,015
-2,044
-10% -$60.5K
NXTG icon
167
First Trust Indxx NextG ETF
NXTG
$572M
$574K 0.01%
5,689
-955
-14% -$95.2K
WIT icon
168
Wipro
WIT
$19.3B
$562K 0.01%
+213,752
New +$602K
EWC icon
169
iShares MSCI Canada ETF
EWC
$6.51B
$561K 0.01%
11,100
– –
BITB icon
170
Bitwise Bitcoin ETF
BITB
$2.43B
$543K 0.01%
8,733
+2,074
+31% +$129K
BRRR icon
171
Coinshares Bitcoin ETF
BRRR
$399M
$543K 0.01%
+16,809
New +$544K
IBIT icon
172
iShares Bitcoin Trust
IBIT
$47.2B
$543K 0.01%
8,360
+1,980
+31% +$129K
BTC
173
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$543K 0.01%
10,726
+2,549
+31% +$129K
CEMB icon
174
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$536K 0.01%
11,590
+1,375
+13% +$62.9K
JD icon
175
JD.com
JD
$42.7B
$535K 0.01%
15,024
+5,840
+64% +$190K
5 6
7
8 9

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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.