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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
KLAC icon
201
KLA
KLAC
$272B
$288K ﹤0.01%
2,670
+100
+4% +$9.33K
INCO icon
202
Columbia India Consumer ETF
INCO
$236M
$277K ﹤0.01%
4,280
-9,000
-68% -$585K
EWT icon
203
iShares MSCI Taiwan ETF
EWT
$11.4B
$263K ﹤0.01%
4,170
– –
GS icon
204
Goldman Sachs
GS
$302B
$263K ﹤0.01%
330
-40,437
-99% -$30M
BSCQ icon
205
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$246K ﹤0.01%
12,570
– –
EWY icon
206
iShares MSCI South Korea ETF
EWY
$27.2B
$239K ﹤0.01%
2,980
– –
DRUP icon
207
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$52.3M
$237K ﹤0.01%
3,635
– –
URTH icon
208
iShares MSCI World ETF
URTH
$8.35B
$236K ﹤0.01%
1,300
– –
SNPS icon
209
Synopsys
SNPS
$79B
$227K ﹤0.01%
469
-151
-24% -$85.4K
ISRG icon
210
Intuitive Surgical
ISRG
$142B
$215K ﹤0.01%
486
-8
-2% -$3.84K
SPHD icon
211
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$210K ﹤0.01%
4,248
-3,755
-47% -$183K
PDD icon
212
Pinduoduo
PDD
$127B
$209K ﹤0.01%
1,590
-260
-14% -$30.8K
SAP icon
213
SAP
SAP
$236B
$208K ﹤0.01%
788
-95
-11% -$26.7K
UNH icon
214
UnitedHealth
UNH
$364B
$204K ﹤0.01%
591
-672
-53% -$203K
SHLD icon
215
Global X Defense Tech ETF
SHLD
$7.74B
$193K ﹤0.01%
+2,800
New +$176K
COST icon
216
Costco
COST
$421B
$188K ﹤0.01%
203
+10
+5% +$9.59K
SEDG icon
217
SolarEdge
SEDG
$1.97B
$182K ﹤0.01%
4,846
-1,013,499
-100% -$30.3M
XOM icon
218
ExxonMobil
XOM
$657B
$180K ﹤0.01%
1,599
+79
+5% +$8.78K
ASHR icon
219
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$174K ﹤0.01%
+5,300
New +$159K
CVX icon
220
Chevron
CVX
$386B
$172K ﹤0.01%
1,109
– –
NVO
221
Novo Nordisk
NVO
$203B
$154K ﹤0.01%
2,780
– –
PLTR icon
222
Palantir
PLTR
$411B
$146K ﹤0.01%
800
-1,930
-71% -$313K
EZU icon
223
iShare MSCI Eurozone ETF
EZU
$9.93B
$143K ﹤0.01%
2,308
– –
BKNG icon
224
Booking.com
BKNG
$159B
$135K ﹤0.01%
625
– –
CMG icon
225
Chipotle Mexican Grill
CMG
$41.3B
$134K ﹤0.01%
3,350
+2,000
+148% +$90.1K
7 8
9
10 11

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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.