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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
TEVA icon
1
Teva Pharmaceuticals
TEVA
$42.1B
$1.14B 9.9%
37,902,212
+500,000
+1% +$16.1M
NVMI
2
Nova
NVMI
$12.2B
$681M 5.91%
1,568,657
+75,000
+5% +$33M
XLI icon
3
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$649M 5.62%
4,011,198
+748,752
+23% +$126M
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$122B
$571M 4.95%
4,296,822
-756,624
-15% -$107M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.35T
$440M 3.82%
1,535,050
+211,759
+16% +$66.5M
RSP icon
6
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$365M 3.16%
1,900,000
+1,880,245
+9,518% +$373M
TSEM icon
7
Tower Semiconductor
TSEM
$28.5B
$354M 3.07%
2,015,506
-987,300
-33% -$133M
NVDA icon
8
NVIDIA
NVDA
$5.27T
$337M 2.92%
1,931,281
-9,205
-0.5% -$1.69M
XLY icon
9
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$323M 2.8%
2,960,332
+119,040
+4% +$13.9M
XLC icon
10
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$305M 2.65%
2,755,184
-36,100
-1% -$4.18M
TSM icon
11
TSMC
TSM
$2.17T
$304M 2.64%
898,092
-309,713
-26% -$107M
AMZN icon
12
Amazon
AMZN
$3T
$297M 2.58%
1,428,130
-211,770
-13% -$46.6M
CAMT icon
13
Camtek
CAMT
$7.38B
$292M 2.54%
1,928,396
+610,000
+46% +$92.5M
SMH icon
14
VanEck Semiconductor ETF
SMH
$70.1B
$292M 2.53%
760,447
+356,995
+88% +$142M
AAPL icon
15
Apple
AAPL
$4.5T
$235M 2.04%
927,700
+253,000
+37% +$65.8M
LQD icon
16
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$214M 1.86%
1,965,000
– –
META icon
17
Meta Platforms (Facebook)
META
$1.52T
$189M 1.63%
329,583
-211,651
-39% -$136M
EWY icon
18
iShares MSCI South Korea ETF
EWY
$25.2B
$172M 1.49%
1,397,500
+1,394,520
+46,796% +$175M
KBWB icon
19
Invesco KBW Bank ETF
KBWB
$6.75B
$171M 1.48%
2,163,750
– –
JPM icon
20
JPMorgan Chase
JPM
$956B
$167M 1.45%
568,434
+317,010
+126% +$96.2M
LRCX icon
21
Lam Research
LRCX
$383B
$166M 1.44%
774,687
+564,153
+268% +$126M
XLU icon
22
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$158M 1.37%
3,451,740
-5,600,936
-62% -$251M
MSFT icon
23
Microsoft
MSFT
$3.76T
$140M 1.22%
379,779
+2,172
+0.6% +$909K
AMAT icon
24
Applied Materials
AMAT
$415B
$138M 1.2%
405,000
-109,000
-21% -$36.7M
ORA icon
25
Ormat Technologies
ORA
$6.87B
$130M 1.13%
1,161,526
+275,000
+31% +$31.9M
1
2 3 4 5

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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.