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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
NEE icon
176
NextEra Energy
NEE
$179B
$512K 0.01%
6,778
+5,637
+494% +$412K
VGK icon
177
Vanguard FTSE Europe ETF
VGK
$31B
$509K 0.01%
6,382
+500
+9% +$39.1K
GOVT icon
178
iShares US Treasury Bond ETF
GOVT
$43.7B
$492K 0.01%
21,290
+7,351
+53% +$169K
RDY icon
179
Dr. Reddy's Laboratories
RDY
$10.3B
$489K 0.01%
35,000
-20,000
-36% -$288K
VCIT icon
180
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$487K 0.01%
5,786
-1,795
-24% -$149K
LMT icon
181
Lockheed Martin
LMT
$140B
$471K 0.01%
956
– –
KRE icon
182
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
$470K 0.01%
7,400
– –
AKAM icon
183
Akamai
AKAM
$17.6B
$455K ﹤0.01%
6,000
-4
-0.1% -$308
IWM icon
184
iShares Russell 2000 ETF
IWM
$82.2B
$428K ﹤0.01%
1,770
+747
+73% +$171K
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$427K ﹤0.01%
2,249
– –
LRCX icon
186
Lam Research
LRCX
$408B
$410K ﹤0.01%
3,065
+107
+4% +$11.3K
RTX icon
187
RTX Corp
RTX
$300B
$408K ﹤0.01%
2,441
+2,316
+1,853% +$359K
VONG icon
188
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$389K ﹤0.01%
+3,231
New +$370K
NFLX icon
189
Netflix
NFLX
$309B
$386K ﹤0.01%
3,270
-300
-8% -$36.6K
IWB icon
190
iShares Russell 1000 ETF
IWB
$50.2B
$378K ﹤0.01%
1,033
– –
FDN icon
191
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$365K ﹤0.01%
1,303
-15,584
-92% -$4.27M
SKYY icon
192
First Trust Cloud Computing ETF
SKYY
$3.25B
$360K ﹤0.01%
2,670
– –
RPD icon
193
Rapid7
RPD
$827M
$356K ﹤0.01%
19,000
-540
-3% -$11.4K
EWP icon
194
iShares MSCI Spain ETF
EWP
$2.22B
$349K ﹤0.01%
7,060
– –
QUAL icon
195
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$324K ﹤0.01%
1,667
-2,612
-61% -$490K
VLN icon
196
Valens Semiconductor
VLN
$202M
$322K ﹤0.01%
179,616
– –
XLG icon
197
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$313K ﹤0.01%
5,443
+940
+21% +$51.4K
FXI icon
198
iShares China Large-Cap ETF
FXI
$4.2B
$307K ﹤0.01%
7,500
+2,500
+50% +$96.6K
EPOL icon
199
iShares MSCI Poland ETF
EPOL
$825M
$303K ﹤0.01%
9,400
– –
JNJ icon
200
Johnson & Johnson
JNJ
$629B
$288K ﹤0.01%
1,551
-750
-33% -$128K
6 7
8
9 10

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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.