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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
HTEC icon
176
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$74.2M
$546K ﹤0.01%
15,470
-3,545
-19% -$121K
VGK icon
177
Vanguard FTSE Europe ETF
VGK
$31B
$519K ﹤0.01%
6,209
-173
-3% -$14.1K
NXTG icon
178
First Trust Indxx NextG ETF
NXTG
$572M
$508K ﹤0.01%
4,710
-979
-17% -$105K
RDY icon
179
Dr. Reddy's Laboratories
RDY
$10.3B
$492K ﹤0.01%
35,000
– –
GOVT icon
180
iShares US Treasury Bond ETF
GOVT
$43.7B
$490K ﹤0.01%
21,290
– –
KRE icon
181
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
$484K ﹤0.01%
7,400
– –
BUG icon
182
Global X Cybersecurity ETF
BUG
$1.5B
$472K ﹤0.01%
15,500
-3,500
-18% -$116K
PLTR icon
183
Palantir
PLTR
$411B
$470K ﹤0.01%
2,642
+1,842
+230% +$333K
LMT icon
184
Lockheed Martin
LMT
$140B
$466K ﹤0.01%
956
– –
VCIT icon
185
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$461K ﹤0.01%
5,506
-280
-5% -$23.5K
KLAC icon
186
KLA
KLAC
$272B
$430K ﹤0.01%
3,540
+870
+33% +$102K
IBDR icon
187
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$393K ﹤0.01%
+16,220
New +$393K
IWB icon
188
iShares Russell 1000 ETF
IWB
$50.2B
$386K ﹤0.01%
1,033
– –
IVV icon
189
iShares Core S&P 500 ETF
IVV
$904B
$385K ﹤0.01%
562
-1,824
-76% -$1.24M
EWP icon
190
iShares MSCI Spain ETF
EWP
$2.22B
$381K ﹤0.01%
7,060
– –
JD icon
191
JD.com
JD
$42.7B
$374K ﹤0.01%
13,024
-2,000
-13% -$62.5K
AKAM icon
192
Akamai
AKAM
$17.6B
$349K ﹤0.01%
4,000
-2,000
-33% -$165K
EPOL icon
193
iShares MSCI Poland ETF
EPOL
$825M
$331K ﹤0.01%
9,400
– –
JNJ icon
194
Johnson & Johnson
JNJ
$629B
$321K ﹤0.01%
1,551
– –
ICSH icon
195
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$298K ﹤0.01%
+5,900
New +$299K
EWY icon
196
iShares MSCI South Korea ETF
EWY
$27.2B
$294K ﹤0.01%
2,980
– –
MCHI icon
197
iShares MSCI China ETF
MCHI
$6.21B
$293K ﹤0.01%
+4,876
New +$307K
RPV icon
198
Invesco S&P 500 Pure Value ETF
RPV
$1.73B
$280K ﹤0.01%
+2,710
New +$273K
SKYY icon
199
First Trust Cloud Computing ETF
SKYY
$3.25B
$275K ﹤0.01%
2,095
-575
-22% -$76.8K
INCO icon
200
Columbia India Consumer ETF
INCO
$236M
$274K ﹤0.01%
4,280
– –
6 7
8
9 10

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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.