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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
ITUB icon
176
Itaú Unibanco
ITUB
$82.7B
$531K ﹤0.01%
64,000
+32,000
+100% +$265K
HDB icon
177
HDFC Bank
HDB
$119B
$515K ﹤0.01%
19,948
– –
SCHG icon
178
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
$506K ﹤0.01%
14,955
-3,995
-21% -$132K
AKAM icon
179
Akamai
AKAM
$15.4B
$496K ﹤0.01%
4,192
+192
+5% +$23.9K
HTEC icon
180
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$76.9M
$495K ﹤0.01%
13,286
-1,144
-8% -$39.2K
VCIT icon
181
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$495K ﹤0.01%
5,990
+1,188
+25% +$98.2K
PBUS icon
182
Invesco MSCI USA ETF
PBUS
$11.8B
$489K ﹤0.01%
+6,540
New +$475K
GOVT icon
183
iShares US Treasury Bond ETF
GOVT
$44.3B
$485K ﹤0.01%
21,290
– –
TMUS icon
184
T-Mobile US
TMUS
$195B
$441K ﹤0.01%
2,631
-137
-5% -$25.9K
AISPW
185
Airship AI Holdings Warrants
AISPW
$15.3M
$435K ﹤0.01%
+573,000
New +$445K
GBIL icon
186
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$423K ﹤0.01%
4,225
-600
-12% -$60K
TENB icon
187
Tenable Holdings
TENB
$4.15B
$423K ﹤0.01%
25,000
– –
VLN icon
188
Valens Semiconductor
VLN
$195M
$406K ﹤0.01%
179,616
– –
JNJ icon
189
Johnson & Johnson
JNJ
$646B
$401K ﹤0.01%
1,580
+27
+2% +$6.29K
IBDR icon
190
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
$393K ﹤0.01%
16,220
– –
BUG icon
191
Global X Cybersecurity ETF
BUG
$1.55B
$382K ﹤0.01%
10,000
-26,700
-73% -$823K
IVV icon
192
iShares Core S&P 500 ETF
IVV
$898B
$374K ﹤0.01%
571
– –
RDY icon
193
Dr. Reddy's Laboratories
RDY
$10.1B
$333K ﹤0.01%
23,000
-12,000
-34% -$162K
VGK icon
194
Vanguard FTSE Europe ETF
VGK
$30.9B
$330K ﹤0.01%
3,724
-2,430
-39% -$213K
FCX icon
195
Freeport-McMoran
FCX
$110B
$321K ﹤0.01%
5,103
+2,218
+77% +$143K
JD icon
196
JD.com
JD
$38.8B
$320K ﹤0.01%
12,674
-1,700
-12% -$50.1K
CMG icon
197
Chipotle Mexican Grill
CMG
$48.1B
$298K ﹤0.01%
9,050
+4,096
+83% +$134K
XLG icon
198
Invesco S&P 500 Top 50 ETF
XLG
$11B
$297K ﹤0.01%
5,443
– –
KO icon
199
Coca-Cola
KO
$386B
$295K ﹤0.01%
3,628
+2,321
+178% +$183K
GS icon
200
Goldman Sachs
GS
$301B
$292K ﹤0.01%
317
+147
+86% +$143K
6 7
8
9 10

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GF
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FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
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
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $15.9B AUM 46.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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.