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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
TENB icon
151
Tenable Holdings
TENB
$4.08B
$800K 0.01%
34,000
-1,000
-3% -$27.3K
HYS icon
152
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$797K 0.01%
8,410
– –
IWM icon
153
iShares Russell 2000 ETF
IWM
$82.2B
$763K 0.01%
3,101
+1,331
+75% +$327K
CAT icon
154
Caterpillar
CAT
$393B
$760K 0.01%
1,327
+43
+3% +$23.9K
PLD icon
155
Prologis
PLD
$134B
$748K 0.01%
+5,859
New +$730K
HDB icon
156
HDFC Bank
HDB
$119B
$727K 0.01%
19,948
-7,500
-27% -$270K
CDNS icon
157
Cadence Design Systems
CDNS
$89B
$721K 0.01%
2,299
+49
+2% +$16K
CRM icon
158
Salesforce
CRM
$158B
$705K 0.01%
2,655
-3,041
-53% -$756K
SHY icon
159
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$680K 0.01%
8,213
+1,083
+15% +$89.8K
CEMB icon
160
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$676K 0.01%
14,743
+3,153
+27% +$145K
TMUS icon
161
T-Mobile US
TMUS
$190B
$676K 0.01%
3,329
+3,053
+1,106% +$647K
QLYS icon
162
Qualys
QLYS
$6.47B
$665K 0.01%
5,000
-411
-8% -$56.5K
TLT icon
163
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$662K 0.01%
7,600
-1,466
-16% -$131K
COP icon
164
ConocoPhillips
COP
$153B
$647K 0.01%
+6,912
New +$625K
BSCQ icon
165
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$641K 0.01%
32,730
+20,160
+160% +$395K
QQQE icon
166
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$628K 0.01%
6,117
-1,034
-14% -$106K
QCOM icon
167
Qualcomm
QCOM
$171B
$617K 0.01%
3,602
-5,765
-62% -$988K
WIT icon
168
Wipro
WIT
$19.3B
$611K 0.01%
213,752
– –
EWC icon
169
iShares MSCI Canada ETF
EWC
$6.51B
$599K 0.01%
11,100
– –
GE icon
170
GE Aerospace
GE
$379B
$599K 0.01%
1,946
– –
BITB icon
171
Bitwise Bitcoin ETF
BITB
$2.43B
$583K 0.01%
12,265
+3,532
+40% +$192K
BRRR icon
172
Coinshares Bitcoin ETF
BRRR
$399M
$583K 0.01%
23,570
+6,761
+40% +$191K
IBIT icon
173
iShares Bitcoin Trust
IBIT
$47.2B
$583K 0.01%
11,750
+3,390
+41% +$193K
BTC
174
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$583K 0.01%
15,060
+4,334
+40% +$192K
DELL icon
175
Dell
DELL
$313B
$555K ﹤0.01%
4,340
– –
5 6
7
8 9

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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.