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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
ISRG icon
201
Intuitive Surgical
ISRG
$142B
$268K ﹤0.01%
494
-10
-2% -$5.23K
BSCQ icon
202
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$245K ﹤0.01%
12,570
– –
EWT icon
203
iShares MSCI Taiwan ETF
EWT
$11.4B
$241K ﹤0.01%
4,170
-750
-15% -$38.4K
XLG icon
204
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$235K ﹤0.01%
4,503
-1,954
-30% -$92.9K
IYC icon
205
iShares US Consumer Discretionary ETF
IYC
$1.21B
$232K ﹤0.01%
2,331
-309
-12% -$28.6K
KLAC icon
206
KLA
KLAC
$272B
$230K ﹤0.01%
2,570
-6,590
-72% -$496K
DRUP icon
207
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$52.3M
$226K ﹤0.01%
3,635
-300
-8% -$16.8K
IWM icon
208
iShares Russell 2000 ETF
IWM
$82.2B
$221K ﹤0.01%
1,023
-1,065
-51% -$214K
URTH icon
209
iShares MSCI World ETF
URTH
$8.35B
$220K ﹤0.01%
1,300
– –
EWY icon
210
iShares MSCI South Korea ETF
EWY
$27.2B
$211K ﹤0.01%
2,980
-700
-19% -$42K
PDD icon
211
Pinduoduo
PDD
$127B
$195K ﹤0.01%
1,850
– –
NVO
212
Novo Nordisk
NVO
$203B
$192K ﹤0.01%
2,780
-340,609
-99% -$23.2M
COST icon
213
Costco
COST
$421B
$191K ﹤0.01%
193
+40
+26% +$39.8K
FXI icon
214
iShares China Large-Cap ETF
FXI
$4.2B
$186K ﹤0.01%
5,000
– –
XOM icon
215
ExxonMobil
XOM
$657B
$164K ﹤0.01%
1,520
+43
+3% +$4.6K
CVX icon
216
Chevron
CVX
$386B
$159K ﹤0.01%
1,109
– –
BKNG icon
217
Booking.com
BKNG
$159B
$145K ﹤0.01%
625
– –
XLP icon
218
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$140K ﹤0.01%
1,723
-1,446,925
-100% -$117M
EWU icon
219
iShares MSCI United Kingdom ETF
EWU
$4.14B
$137K ﹤0.01%
+3,450
New +$133K
EZU icon
220
iShare MSCI Eurozone ETF
EZU
$9.93B
$137K ﹤0.01%
2,308
– –
LVHD icon
221
Franklin US Low Volatility High Dividend Index ETF
LVHD
$625M
$134K ﹤0.01%
3,359
– –
STIP icon
222
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$128K ﹤0.01%
1,240
+600
+94% +$61.6K
NTCT icon
223
NETSCOUT
NTCT
$2.87B
$124K ﹤0.01%
5,000
-3,126
-38% -$69.5K
NFTY icon
224
First Trust India Nifty 50 Equal Weight ETF
NFTY
$117M
$120K ﹤0.01%
2,000
– –
PG icon
225
Procter & Gamble
PG
$335B
$115K ﹤0.01%
721
-616
-46% -$101K
7 8
9
10 11

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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.