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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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGK icon
176
Vanguard FTSE Europe ETF
VGK
$31B
$456K 0.01%
5,882
+371
+7% +$27.4K
RPD icon
177
Rapid7
RPD
$827M
$452K 0.01%
19,540
-1,705
-8% -$40.4K
KRE icon
178
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
$440K 0.01%
7,400
– –
LMT icon
179
Lockheed Martin
LMT
$140B
$439K 0.01%
956
– –
FSLY icon
180
Fastly Inc
FSLY
$4.54B
$424K 0.01%
60,000
– –
RSP icon
181
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$409K ﹤0.01%
2,249
-2,100
-48% -$362K
GBIL icon
182
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$394K ﹤0.01%
3,935
+3,900
+11,143% +$390K
UNH icon
183
UnitedHealth
UNH
$364B
$394K ﹤0.01%
1,263
-133
-10% -$50.8K
IBIT icon
184
iShares Bitcoin Trust
IBIT
$47.2B
$391K ﹤0.01%
6,380
+1,905
+43% +$107K
BITB icon
185
Bitwise Bitcoin ETF
BITB
$2.43B
$390K ﹤0.01%
6,659
+1,987
+43% +$107K
BTC
186
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$390K ﹤0.01%
8,177
+2,440
+43% +$107K
SPHD icon
187
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$381K ﹤0.01%
8,003
+2,353
+42% +$111K
PLTR icon
188
Palantir
PLTR
$411B
$372K ﹤0.01%
2,730
+2,000
+274% +$235K
IWB icon
189
iShares Russell 1000 ETF
IWB
$50.2B
$351K ﹤0.01%
1,033
+35
+4% +$11K
JNJ icon
190
Johnson & Johnson
JNJ
$629B
$351K ﹤0.01%
2,301
-698
-23% -$107K
SKYY icon
191
First Trust Cloud Computing ETF
SKYY
$3.25B
$321K ﹤0.01%
2,670
– –
GOVT icon
192
iShares US Treasury Bond ETF
GOVT
$43.7B
$320K ﹤0.01%
13,939
-13,300
-49% -$303K
SNPS icon
193
Synopsys
SNPS
$79B
$318K ﹤0.01%
620
+50
+9% +$23.3K
EWP icon
194
iShares MSCI Spain ETF
EWP
$2.22B
$311K ﹤0.01%
7,060
– –
JD icon
195
JD.com
JD
$42.7B
$305K ﹤0.01%
9,184
– –
EPOL icon
196
iShares MSCI Poland ETF
EPOL
$825M
$303K ﹤0.01%
9,400
– –
LRCX icon
197
Lam Research
LRCX
$408B
$288K ﹤0.01%
2,958
-6,409
-68% -$508K
TXN icon
198
Texas Instruments
TXN
$253B
$281K ﹤0.01%
1,354
-1,601
-54% -$284K
KO icon
199
Coca-Cola
KO
$373B
$280K ﹤0.01%
3,953
-470
-11% -$33.5K
SAP icon
200
SAP
SAP
$236B
$269K ﹤0.01%
883
-13
-1% -$3.73K
6 7
8
9 10

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.