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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
S icon
201
SentinelOne
S
$7.64B
$270K ﹤0.01%
18,000
-832,765
-98% -$13.6M
EWT icon
202
iShares MSCI Taiwan ETF
EWT
$11.4B
$266K ﹤0.01%
4,170
– –
NFLX icon
203
Netflix
NFLX
$309B
$259K ﹤0.01%
2,760
-510
-16% -$55K
RPD icon
204
Rapid7
RPD
$827M
$258K ﹤0.01%
17,000
-2,000
-11% -$32.9K
FDN icon
205
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
$255K ﹤0.01%
948
-355
-27% -$97.3K
VLN icon
206
Valens Semiconductor
VLN
$202M
$255K ﹤0.01%
179,616
– –
INTC icon
207
Intel
INTC
$509B
$254K ﹤0.01%
6,879
+2,918
+74% +$110K
ISRG icon
208
Intuitive Surgical
ISRG
$142B
$249K ﹤0.01%
439
-47
-10% -$25K
SNPS icon
209
Synopsys
SNPS
$79B
$240K ﹤0.01%
511
+42
+9% +$18.7K
TXN icon
210
Texas Instruments
TXN
$253B
$196K ﹤0.01%
1,127
-4,821
-81% -$826K
UNH icon
211
UnitedHealth
UNH
$364B
$195K ﹤0.01%
591
– –
GS icon
212
Goldman Sachs
GS
$302B
$192K ﹤0.01%
218
-112
-34% -$91.4K
SHLD icon
213
Global X Defense Tech ETF
SHLD
$7.74B
$189K ﹤0.01%
2,899
+99
+4% +$6.52K
SOFI icon
214
SoFi Technologies
SOFI
$23.2B
$186K ﹤0.01%
+7,000
New +$195K
PDD icon
215
Pinduoduo
PDD
$127B
$181K ﹤0.01%
1,590
– –
QJUN icon
216
FT Vest Growth-100 Buffer ETF June
QJUN
$679M
$178K ﹤0.01%
+5,599
New +$176K
XOM icon
217
ExxonMobil
XOM
$657B
$178K ﹤0.01%
1,477
-122
-8% -$14.2K
ASHR icon
218
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$175K ﹤0.01%
5,300
– –
COST icon
219
Costco
COST
$421B
$175K ﹤0.01%
203
– –
CMG icon
220
Chipotle Mexican Grill
CMG
$41.3B
$171K ﹤0.01%
4,619
+1,269
+38% +$45.9K
CVX icon
221
Chevron
CVX
$386B
$169K ﹤0.01%
1,109
– –
CIEN icon
222
Ciena
CIEN
$61.2B
$167K ﹤0.01%
+714
New +$139K
SAP icon
223
SAP
SAP
$236B
$163K ﹤0.01%
673
-115
-15% -$29.3K
VONG icon
224
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$159K ﹤0.01%
1,302
-1,929
-60% -$235K
NVO
225
Novo Nordisk
NVO
$203B
$141K ﹤0.01%
2,780
– –
7 8
9
10 11

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CLGM
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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.