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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
SKYY icon
201
First Trust Cloud Computing ETF
SKYY
$3.37B
$278K ﹤0.01%
2,095
– –
INCO icon
202
Columbia India Consumer ETF
INCO
$234M
$255K ﹤0.01%
4,280
– –
UNH icon
203
UnitedHealth
UNH
$353B
$246K ﹤0.01%
591
-1
-0.2% -$371
PLUG icon
204
Plug Power
PLUG
$3.06B
$220K ﹤0.01%
81,000
– –
CVX icon
205
Chevron
CVX
$396B
$211K ﹤0.01%
1,275
+166
+15% +$30.9K
XOM icon
206
ExxonMobil
XOM
$644B
$202K ﹤0.01%
1,477
– –
ILMN icon
207
Illumina
ILMN
$32.6B
$192K ﹤0.01%
+1,093
New +$160K
SHLD icon
208
Global X Defense Tech ETF
SHLD
$7.33B
$191K ﹤0.01%
3,249
– –
NFLX icon
209
Netflix
NFLX
$340B
$188K ﹤0.01%
2,635
-1,038
-28% -$91.4K
JOYY
210
JOYY Inc
JOYY
$3.65B
$184K ﹤0.01%
2,958
+1,479
+100% +$92K
PYPL icon
211
PayPal
PYPL
$45.9B
$182K ﹤0.01%
4,216
-1,213
-22% -$55.2K
NTCT icon
212
NETSCOUT
NTCT
$2.84B
$174K ﹤0.01%
4,000
– –
NOBL icon
213
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$174K ﹤0.01%
3,092
+2,512
+433% +$136K
BITO icon
214
ProShares Bitcoin Strategy ETF
BITO
$1.71B
$171K ﹤0.01%
18,365
– –
ASHR icon
215
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.56B
$169K ﹤0.01%
5,000
+1,500
+43% +$52.8K
LITE icon
216
Lumentum
LITE
$80.3B
$167K ﹤0.01%
195
-19,805
-99% -$17.7M
IVW icon
217
iShares S&P 500 Growth ETF
IVW
$76.8B
$166K ﹤0.01%
1,328
+664
+100% +$87.7K
NEM icon
218
Newmont
NEM
$135B
$166K ﹤0.01%
1,772
+292
+20% +$31.8K
SPYD icon
219
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
$163K ﹤0.01%
+3,413
New +$160K
SPHD icon
220
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$161K ﹤0.01%
+3,165
New +$158K
IWM icon
221
iShares Russell 2000 ETF
IWM
$80.8B
$160K ﹤0.01%
533
-975
-65% -$274K
QJUN icon
222
FT Vest Growth-100 Buffer ETF June
QJUN
$709M
$150K ﹤0.01%
4,445
-590
-12% -$19.6K
BSJR icon
223
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$903M
$149K ﹤0.01%
6,670
+4,240
+174% +$95.1K
EUFN icon
224
iShares MSCI Europe Financials ETF
EUFN
$4.33B
$148K ﹤0.01%
+3,788
New +$143K
GEV icon
225
GE Vernova
GEV
$243B
$147K ﹤0.01%
125
+50
+67% +$51K
7 8
9
10 11

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GF
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FGP
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ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
OTPPB
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AIM
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GC
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SP
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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.