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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
PLD icon
151
Prologis
PLD
$134B
$819K 0.01%
6,194
+335
+6% +$44.8K
KR icon
152
Kroger
KR
$34.3B
$806K 0.01%
+11,139
New +$754K
IBDS icon
153
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$761K 0.01%
31,385
-7,888
-20% -$191K
SHY icon
154
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$757K 0.01%
9,171
+958
+12% +$79.3K
CEMB icon
155
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$753K 0.01%
16,636
+1,893
+13% +$86.9K
GEN icon
156
Gen Digital
GEN
$17.1B
$753K 0.01%
40,000
-10,000
-20% -$231K
IBN icon
157
ICICI Bank
IBN
$107B
$746K 0.01%
28,799
– –
BRRR icon
158
Coinshares Bitcoin ETF
BRRR
$399M
$732K 0.01%
38,281
+14,711
+62% +$317K
BTC
159
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$728K 0.01%
24,263
+9,203
+61% +$311K
IBIT icon
160
iShares Bitcoin Trust
IBIT
$47.2B
$728K 0.01%
18,937
+7,187
+61% +$311K
BITB icon
161
Bitwise Bitcoin ETF
BITB
$2.43B
$727K 0.01%
19,759
+7,494
+61% +$311K
DELL icon
162
Dell
DELL
$313B
$713K 0.01%
4,329
-11
-0.3% -$1.47K
WFC icon
163
Wells Fargo
WFC
$269B
$663K 0.01%
8,464
-492
-5% -$42.3K
SOFI icon
164
SoFi Technologies
SOFI
$23.2B
$650K 0.01%
42,785
+35,785
+511% +$754K
BSCQ icon
165
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$639K 0.01%
32,730
– –
SN icon
166
SharkNinja
SN
$26.2B
$602K 0.01%
+6,170
New +$722K
EWT icon
167
iShares MSCI Taiwan ETF
EWT
$11.4B
$594K 0.01%
8,470
+4,300
+103% +$302K
TMUS icon
168
T-Mobile US
TMUS
$190B
$581K 0.01%
2,768
-561
-17% -$115K
VRNS icon
169
Varonis Systems
VRNS
$4.82B
$580K 0.01%
27,000
-705,189
-96% -$19.1M
QQQE icon
170
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$556K ﹤0.01%
5,647
-470
-8% -$48.2K
GE icon
171
GE Aerospace
GE
$379B
$552K ﹤0.01%
1,946
– –
SCHG icon
172
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$552K ﹤0.01%
18,950
-17,906
-49% -$557K
CEG icon
173
PUT
Constellation Energy
CEG
$98.7B
$532K ﹤0.01%
+2,700
New +$821K
NXTG icon
174
First Trust Indxx NextG ETF
NXTG
$572M
$515K ﹤0.01%
4,598
-112
-2% -$12.8K
VGK icon
175
Vanguard FTSE Europe ETF
VGK
$31B
$507K ﹤0.01%
6,154
-55
-0.9% -$4.73K
5 6
7
8 9

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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.