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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
+12.25%
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
$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
TEVA icon
1
Teva Pharmaceuticals
TEVA
$41.2B
$658M 7.09%
32,582,212
+3,896,790
+14% +$68.4M
XLI icon
2
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$556M 5.99%
3,605,556
-3,750
-0.1% -$568K
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$124B
$540M 5.82%
3,835,052
-1,371,740
-26% -$182M
NVMI
4
Nova
NVMI
$12.5B
$446M 4.8%
1,395,657
-42,000
-3% -$11.6M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$349M 3.76%
474,944
+261,557
+123% +$195M
TSM icon
6
TSMC
TSM
$2.18T
$341M 3.67%
1,215,900
+6,343
+0.5% +$1.55M
NVDA icon
7
NVIDIA
NVDA
$5.42T
$329M 3.54%
1,763,667
+794,388
+82% +$138M
XLC icon
8
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$315M 3.39%
2,661,473
+69,705
+3% +$7.75M
IGV icon
9
iShares Expanded Tech-Software Sector ETF
IGV
$14.5B
$313M 3.37%
2,719,572
– –
AMZN icon
10
Amazon
AMZN
$2.96T
$311M 3.35%
1,417,900
– –
XLY icon
11
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$289M 3.11%
2,412,818
+91,550
+4% +$10.5M
KBWB icon
12
Invesco KBW Bank ETF
KBWB
$6.87B
$289M 3.11%
3,693,000
-1,902,000
-34% -$143M
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.32T
$246M 2.64%
1,008,416
+112,561
+13% +$23.7M
NICE icon
14
Nice
NICE
$5.97B
$236M 2.54%
1,631,690
-200,000
-11% -$30M
AAPL icon
15
Apple
AAPL
$4.57T
$233M 2.51%
914,700
-66,000
-7% -$14.9M
LQD icon
16
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$219M 2.36%
1,965,000
– –
TSEM icon
17
Tower Semiconductor
TSEM
$28.5B
$215M 2.32%
2,977,806
+200,000
+7% +$10.9M
XLF icon
18
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$196M 2.12%
3,647,049
+519,271
+17% +$27.5M
XLU icon
19
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$155M 1.67%
3,549,400
-1,449,062
-29% -$61.3M
KWEB icon
20
KraneShares CSI China Internet ETF
KWEB
$5.67B
$152M 1.63%
3,610,567
-567
-0% -$21.3K
LLY icon
21
Eli Lilly
LLY
$1.06T
$137M 1.48%
180,040
+15,315
+9% +$11.4M
ORCL icon
22
Oracle
ORCL
$423B
$136M 1.46%
483,000
+184,996
+62% +$47.1M
AVGO icon
23
Broadcom
AVGO
$2.04T
$131M 1.41%
397,970
+183,530
+86% +$56.3M
CAMT icon
24
Camtek
CAMT
$7.25B
$124M 1.33%
1,177,600
-119,000
-9% -$10.7M
MSFT icon
25
Microsoft
MSFT
$3.71T
$103M 1.11%
199,358
-51,164
-20% -$26.1M
1
2 3 4 5

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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.