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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
HDB icon
176
HDFC Bank
HDB
$119B
$496K ﹤0.01%
19,948
– –
IEFA icon
177
iShares Core MSCI EAFE ETF
IEFA
$196B
$496K ﹤0.01%
+5,480
New +$511K
GOVT icon
178
iShares US Treasury Bond ETF
GOVT
$43.7B
$488K ﹤0.01%
21,290
– –
RDY icon
179
Dr. Reddy's Laboratories
RDY
$10.3B
$485K ﹤0.01%
35,000
– –
GBIL icon
180
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$483K ﹤0.01%
4,825
+3,800
+371% +$380K
KLAC icon
181
KLA
KLAC
$272B
$483K ﹤0.01%
3,280
-260
-7% -$38K
HTEC icon
182
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$74.2M
$476K ﹤0.01%
14,430
-1,040
-7% -$36.7K
AKAM icon
183
Akamai
AKAM
$17.6B
$459K ﹤0.01%
4,000
– –
RBRK icon
184
Rubrik
RBRK
$19.9B
$441K ﹤0.01%
9,000
-3,000
-25% -$172K
TENB icon
185
Tenable Holdings
TENB
$4.08B
$423K ﹤0.01%
25,000
-9,000
-26% -$189K
JD icon
186
JD.com
JD
$42.7B
$422K ﹤0.01%
14,374
+1,350
+10% +$38.2K
CDNS icon
187
Cadence Design Systems
CDNS
$89B
$412K ﹤0.01%
1,484
-815
-35% -$243K
VCIT icon
188
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$397K ﹤0.01%
4,802
-704
-13% -$58.9K
QLYS icon
189
Qualys
QLYS
$6.47B
$394K ﹤0.01%
4,487
-513
-10% -$56.9K
IBDR icon
190
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$393K ﹤0.01%
16,220
– –
JNJ icon
191
Johnson & Johnson
JNJ
$629B
$380K ﹤0.01%
1,553
+2
+0.1% +$466
IWM icon
192
iShares Russell 2000 ETF
IWM
$82.2B
$374K ﹤0.01%
1,508
-1,593
-51% -$411K
IVV icon
193
iShares Core S&P 500 ETF
IVV
$904B
$373K ﹤0.01%
571
+9
+2% +$6.15K
IWB icon
194
iShares Russell 1000 ETF
IWB
$50.2B
$368K ﹤0.01%
1,033
– –
QCOM icon
195
Qualcomm
QCOM
$171B
$368K ﹤0.01%
2,862
-740
-21% -$108K
NFLX icon
196
Netflix
NFLX
$309B
$353K ﹤0.01%
3,673
+913
+33% +$80.4K
PLTR icon
197
Palantir
PLTR
$411B
$319K ﹤0.01%
2,181
-461
-17% -$70.5K
PBR icon
198
Petrobras
PBR
$114B
$301K ﹤0.01%
+14,500
New +$232K
XLG icon
199
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$297K ﹤0.01%
5,443
-105,705
-95% -$6.07M
FEMS icon
200
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$255M
$296K ﹤0.01%
+6,500
New +$295K
6 7
8
9 10

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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.