Latest Migdal Insurance & Financial Holdings Ltd. Stock Portfolio
Migdal Insurance & Financial Holdings Ltd. Performance:
2025 Q4: -3.37%YTD: 4.76%2024: 5.9%
Performance for 2025 Q4 is -3.37%, and YTD is 4.76%, and 2024 is 5.9%.
About Migdal Insurance & Financial Holdings Ltd. and 13F Hedge Fund Stock Holdings
On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Migdal Insurance & Financial Holdings Ltd. reported an equity portfolio of $11.6 Billions as of 31 Dec, 2025.
The top stock holdings of Migdal Insurance & Financial Holdings Ltd. are TEVA, BAB, XLB. The fund has invested 10% of it's portfolio in TEVA PHARMACEUTICAL-SP ADR and 6.7% of portfolio in INVESCO NASDAQ 100 ETF.
The fund managers got completely rid off VERTEX PHARMACEUTICALS INC (VRTX), ON HOLDING AG-CLASS A and CROCS INC (CROX) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR STATE STREET CON (XLB), SENTINELONE INC CL A (S) and GRANITESHARES ETF TR NASDAQ SELECT DI (COMB). Migdal Insurance & Financial Holdings Ltd. opened new stock positions in INVESCO CHINA TECHNOLOGY ETF (CGW), EXPAND ENERGY CORP (CHK) and EQT CORP (EQT). The fund showed a lot of confidence in some stocks as they added substantially to SOLAREDGE TECHNOLOGIES INC (SEDG), LAM RESEARCH CORP (LRCX) and INVESCO NASDAQ 100 ETF (BAB).
The top stock holdings of Migdal Insurance & Financial Holdings Ltd. are TEVA, BAB, XLB. The fund has invested 10% of it's portfolio in TEVA PHARMACEUTICAL-SP ADR and 6.7% of portfolio in INVESCO NASDAQ 100 ETF.
The fund managers got completely rid off VERTEX PHARMACEUTICALS INC (VRTX), ON HOLDING AG-CLASS A and CROCS INC (CROX) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR STATE STREET CON (XLB), SENTINELONE INC CL A (S) and GRANITESHARES ETF TR NASDAQ SELECT DI (COMB). Migdal Insurance & Financial Holdings Ltd. opened new stock positions in INVESCO CHINA TECHNOLOGY ETF (CGW), EXPAND ENERGY CORP (CHK) and EQT CORP (EQT). The fund showed a lot of confidence in some stocks as they added substantially to SOLAREDGE TECHNOLOGIES INC (SEDG), LAM RESEARCH CORP (LRCX) and INVESCO NASDAQ 100 ETF (BAB).
Migdal Insurance & Financial Holdings Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Migdal Insurance & Financial Holdings Ltd. made a return of -3.37% in the last quarter. In trailing 12 months, it's portfolio return was 4.76%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| invesco china technology etf | 94,931,000 |
| expand energy corp | 50,766,000 |
| eqt corp | 49,580,000 |
| home depot inc | 48,174,000 |
| uber technologies inc | 38,812,000 |
| check point software tech | 37,112,000 |
| eaton corp plc | 16,563,000 |
| prologis inc. com | 748,000 |
New stocks bought by Migdal Insurance & Financial Holdings Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| solaredge technologies inc | 11,143 |
| lam research corp | 6,768 |
| invesco nasdaq 100 etf | 3,234 |
| invesco exchange traded fd t s&p 500 top 50 | 1,942 |
| t-mobile us inc com | 1,106 |
| lululemon athletica inc com | 1,016 |
| invesco exchange traded fd t s&p500 eql wgt | 778 |
| netflix inc com | 744 |
Additions to existing portfolio by Migdal Insurance & Financial Holdings Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr state street con | -99.93 |
| sentinelone inc cl a | -97.88 |
| select sector spdr tr state street ene | -97.26 |
| graniteshares etf tr nasdaq select di | -90.65 |
| international business machs com | -88.5 |
| truist finl corp com | -87.42 |
| us bancorp del com new | -86.47 |
| m & t bk corp com | -85.52 |
Migdal Insurance & Financial Holdings Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| on holding ag-class a | -28,825,000 |
| airship ai holdings inc | -1,551,000 |
| ceva inc | -7,278,000 |
| crocs inc | -16,710,000 |
| sol-gel technologies ltd | -3,578,000 |
| sapiens international corp | -3,569,000 |
| vertex pharmaceuticals inc | -29,373,000 |
| invesco exch trd slf idx fd bulshs 2025 cb | -594,000 |
Migdal Insurance & Financial Holdings Ltd. got rid off the above stocks
Sector Distribution
Migdal Insurance & Financial Holdings Ltd. has about 60.6% of it's holdings in Others sector.
- Others
- Healthcare
- Technology
- Communication Services
- Consumer Cyclical
- Financial Services
- Utilities
| Sector | % |
|---|---|
| Others | 60.6 |
| Healthcare | 12.1 |
| Technology | 10.8 |
| Communication Services | 6.8 |
| Consumer Cyclical | 4.5 |
| Financial Services | 2.1 |
| Utilities | 1.7 |
Market Cap. Distribution
Migdal Insurance & Financial Holdings Ltd. has about 37% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 60.7 |
| MEGA-CAP | 22.3 |
| LARGE-CAP | 14.7 |
| MID-CAP | 1.7 |
Stocks belong to which Index?
About 27.8% of the stocks held by Migdal Insurance & Financial Holdings Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 72.2 |
| S&P 500 | 26.5 |
| RUSSELL 2000 | 1.3 |
Migdal Insurance & Financial Holdings Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Migdal Insurance & Financial Holdings Ltd.
Migdal Insurance & Financial Holdings Ltd. has 344 stocks in it's portfolio. About 48% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. TEVA was the most profitable stock for Migdal Insurance & Financial Holdings Ltd. last quarter.
Last Reported on: 28 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.58 | 674,700 | 183,424,000 | reduced | -26.24 | ||
| AAXJ | ishares u.s. home constructi | 0.44 | 530,000 | 51,039,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr 10-20 yr trs etf | 0.08 | 89,094 | 9,058,000 | added | 1.99 | ||
| AAXJ | ishares tr iboxx hi yd etf | 0.03 | 49,093 | 3,962,000 | added | 1.01 | ||
| AAXJ | ishares tr ishs 5-10yr invt | 0.01 | 22,229 | 1,198,000 | unchanged | 0.00 | ||
| AAXJ | ishares msci acwi etf | 0.01 | 7,877 | 1,115,000 | reduced | -13.71 | ||
| AAXJ | ishares tr ishs 1-5yr invs | 0.00 | 821 | 43,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr msci ac asia etf | 0.00 | 366 | 34,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr esg msci kld 400 | 0.00 | 125 | 16,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr 3 7 yr treas bd | 0.00 | 127 | 15,000 | unchanged | 0.00 | ||
| AAXJ | ishares tr us aer def etf | 0.00 | 24.00 | 5,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.65 | 331,702 | 75,791,000 | added | 29.27 | ||
| ACSG | dbx etf tr xtrackrs s&p 500 | 0.06 | 120,788 | 7,543,000 | added | 34.89 | ||
| ACSG | dbx etf tr xtrack hrvst csi | 0.00 | 5,300 | 175,000 | unchanged | 0.00 | ||
| ACSI | dal trust i amen cust satf | 0.00 | 735 | 49,000 | unchanged | 0.00 | ||
| ACWF | ishares tr ultra short dur | 0.00 | 5,900 | 298,000 | new | |||
| ACWF | ishares tr low carbon optim | 0.00 | 40.00 | 9,000 | new | |||
| ACWV | ishares inc jp mrg em crp bd | 0.01 | 14,743 | 676,000 | added | 27.2 | ||
| ACWV | ishares inc msci cda etf | 0.00 | 11,100 | 599,000 | unchanged | 0.00 | ||
| ACWV | ishares inc msci spain etf | 0.00 | 7,060 | 381,000 | unchanged | 0.00 | ||