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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 52.5%
This Fund
S&P 500
This Quarter Est. Return
+16.88%
1 Year Est. Return
+52.5%
3 Year Est. Return
+121.22%
5 Year Est. Return
+148.45%
10 Year Est. Return
+570.87%
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
XLK icon
1
State Street Technology Select Sector SPDR ETF
XLK
$124B
$659M 7.83%
5,206,792
+1,990,888
+62% +$221M
XLI icon
2
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$532M 6.32%
3,609,306
+560,540
+18% +$76.5M
TEVA icon
3
Teva Pharmaceuticals
TEVA
$41.2B
$481M 5.71%
28,685,422
+2,350,000
+9% +$37.9M
KBWB icon
4
Invesco KBW Bank ETF
KBWB
$6.87B
$401M 4.76%
5,595,000
+2,200,000
+65% +$140M
NVMI
5
Nova
NVMI
$12.5B
$396M 4.7%
1,437,657
+166,672
+13% +$33.9M
AMZN icon
6
Amazon
AMZN
$2.96T
$311M 3.69%
1,417,900
+117,000
+9% +$23.2M
NICE icon
7
Nice
NICE
$5.97B
$309M 3.67%
1,831,690
+65,420
+4% +$10.5M
IGV icon
8
iShares Expanded Tech-Software Sector ETF
IGV
$14.5B
$298M 3.54%
2,719,572
+245,000
+10% +$24.2M
XLC icon
9
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$281M 3.34%
2,591,768
+168,707
+7% +$16.6M
TSM icon
10
TSMC
TSM
$2.18T
$275M 3.26%
1,209,557
-148,760
-11% -$27.6M
XLY icon
11
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$252M 2.99%
2,321,268
+494,794
+27% +$50.6M
LQD icon
12
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$215M 2.56%
1,965,000
– –
XLU icon
13
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$204M 2.42%
4,998,462
+133,950
+3% +$5.34M
AAPL icon
14
Apple
AAPL
$4.57T
$201M 2.39%
980,700
+7,000
+0.7% +$1.41M
XLF icon
15
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$164M 1.94%
3,127,778
-4,075,069
-57% -$202M
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.32T
$159M 1.89%
895,855
-351,270
-28% -$58M
META icon
17
Meta Platforms (Facebook)
META
$1.51T
$157M 1.87%
213,387
+210,236
+6,672% +$130M
NVDA icon
18
NVIDIA
NVDA
$5.42T
$153M 1.82%
969,279
+540,688
+126% +$68M
LLY icon
19
Eli Lilly
LLY
$1.06T
$128M 1.52%
164,725
+74,090
+82% +$57.6M
SMH icon
20
VanEck Semiconductor ETF
SMH
$73.2B
$126M 1.5%
453,000
+452,986
+3,235,614% +$105M
MSFT icon
21
Microsoft
MSFT
$3.71T
$125M 1.48%
250,522
-57,957
-19% -$25.2M
KWEB icon
22
KraneShares CSI China Internet ETF
KWEB
$5.67B
$124M 1.47%
3,611,134
– –
TSEM icon
23
Tower Semiconductor
TSEM
$28.5B
$120M 1.43%
2,777,806
– –
EPI icon
24
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$119M 1.42%
2,515,670
-45,549
-2% -$2.07M
CAMT icon
25
Camtek
CAMT
$7.25B
$110M 1.3%
1,296,600
-151,841
-10% -$10.2M
1
2 3 4 5

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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.