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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
FLTW icon
201
Franklin FTSE Taiwan ETF
FLTW
$3.18B
$286K ﹤0.01%
+4,200
New +$285K
ITUB icon
202
Itaú Unibanco
ITUB
$81.6B
$268K ﹤0.01%
+32,000
New +$268K
XOM icon
203
ExxonMobil
XOM
$657B
$251K ﹤0.01%
1,477
– –
PYPL icon
204
PayPal
PYPL
$50.6B
$246K ﹤0.01%
5,429
-11,298
-68% -$545K
INCO icon
205
Columbia India Consumer ETF
INCO
$236M
$235K ﹤0.01%
4,280
– –
CVX icon
206
Chevron
CVX
$386B
$229K ﹤0.01%
1,109
– –
SHLD icon
207
Global X Defense Tech ETF
SHLD
$7.74B
$223K ﹤0.01%
3,249
+350
+12% +$26.1K
SKYY icon
208
First Trust Cloud Computing ETF
SKYY
$3.25B
$220K ﹤0.01%
2,095
– –
WIT icon
209
Wipro
WIT
$19.3B
$220K ﹤0.01%
103,752
-110,000
-51% -$268K
NOW icon
210
ServiceNow
NOW
$129B
$219K ﹤0.01%
2,091
-3,149
-60% -$370K
VLN icon
211
Valens Semiconductor
VLN
$202M
$203K ﹤0.01%
179,616
– –
ISRG icon
212
Intuitive Surgical
ISRG
$142B
$202K ﹤0.01%
439
– –
WMT icon
213
Walmart Inc
WMT
$923B
$195K ﹤0.01%
1,575
-6,831
-81% -$839K
OEF icon
214
iShares S&P 100 ETF
OEF
$20.4B
$191K ﹤0.01%
+601
New +$201K
PLUG icon
215
Plug Power
PLUG
$3.2B
$183K ﹤0.01%
81,000
+20,000
+33% +$43.4K
CRM icon
216
Salesforce
CRM
$158B
$172K ﹤0.01%
920
-1,735
-65% -$359K
BITO icon
217
ProShares Bitcoin Strategy ETF
BITO
$1.43B
$171K ﹤0.01%
18,365
+7,092
+63% +$74.9K
FCX icon
218
Freeport-McMoran
FCX
$96.9B
$170K ﹤0.01%
+2,885
New +$174K
PDD icon
219
Pinduoduo
PDD
$127B
$162K ﹤0.01%
1,590
– –
SNPS icon
220
Synopsys
SNPS
$79B
$162K ﹤0.01%
409
-102
-20% -$46.1K
ADBE icon
221
Adobe
ADBE
$103B
$162K ﹤0.01%
666
-61,814
-99% -$17.1M
NEM icon
222
Newmont
NEM
$124B
$160K ﹤0.01%
+1,480
New +$171K
UNH icon
223
UnitedHealth
UNH
$364B
$160K ﹤0.01%
592
+1
+0.2% +$298
QJUN icon
224
FT Vest Growth-100 Buffer ETF June
QJUN
$679M
$157K ﹤0.01%
5,035
-564
-10% -$17.9K
CMG icon
225
Chipotle Mexican Grill
CMG
$41.3B
$156K ﹤0.01%
4,954
+335
+7% +$12.4K
7 8
9
10 11

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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.