Latest Migdal Insurance & Financial Holdings Ltd. Stock Portfolio
Migdal Insurance & Financial Holdings Ltd. Performance:
2025 Q3: 6%YTD: 4.27%2024: 10.66%
Performance for 2025 Q3 is 6%, and YTD is 4.27%, and 2024 is 10.66%.
About Migdal Insurance & Financial Holdings Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Migdal Insurance & Financial Holdings Ltd. reported an equity portfolio of $9.3 Billions as of 30 Sep, 2025.
The top stock holdings of Migdal Insurance & Financial Holdings Ltd. are TEVA, XLB, XLB. The fund has invested 7.1% of it's portfolio in TEVA PHARMACEUTICAL-SP ADR and 6% of portfolio in INDUSTRIAL SELECT SECT SPDR.
The fund managers got completely rid off SHARKNINJA INC, SPDR S&P BIOTECH ETF (BIL) and STARBUCKS CORP (SBUX) stocks. They significantly reduced their stock positions in NIKE INC CL B (NKE), SOLAREDGE TECHNOLOGIES INC (SEDG) and GOLDMAN SACHS GROUP INC COM (GS). Migdal Insurance & Financial Holdings Ltd. opened new stock positions in ISHARES U.S. HOME CONSTRUCTI (AAXJ), CAMECO CORP and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to CONSUMER STAPLES SPDR (XLB), ALIBABA GROUP HOLDING-SP ADR (BABA) and RTX CORPORATION COM (RTX).
The top stock holdings of Migdal Insurance & Financial Holdings Ltd. are TEVA, XLB, XLB. The fund has invested 7.1% of it's portfolio in TEVA PHARMACEUTICAL-SP ADR and 6% of portfolio in INDUSTRIAL SELECT SECT SPDR.
The fund managers got completely rid off SHARKNINJA INC, SPDR S&P BIOTECH ETF (BIL) and STARBUCKS CORP (SBUX) stocks. They significantly reduced their stock positions in NIKE INC CL B (NKE), SOLAREDGE TECHNOLOGIES INC (SEDG) and GOLDMAN SACHS GROUP INC COM (GS). Migdal Insurance & Financial Holdings Ltd. opened new stock positions in ISHARES U.S. HOME CONSTRUCTI (AAXJ), CAMECO CORP and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to CONSUMER STAPLES SPDR (XLB), ALIBABA GROUP HOLDING-SP ADR (BABA) and RTX CORPORATION COM (RTX).
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 6% in the last quarter. In trailing 12 months, it's portfolio return was 7.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares u.s. home constructi | 56,843,000 |
| cameco corp | 31,028,000 |
| vertex pharmaceuticals inc | 29,373,000 |
| gilead sciences inc | 28,749,000 |
| cellebrite di ltd | 19,457,000 |
| crocs inc | 16,710,000 |
| astrazeneca plc-spons adr | 14,884,000 |
| tat technologies ltd | 8,869,000 |
New stocks bought by Migdal Insurance & Financial Holdings Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| consumer staples spdr | 32,425 |
| alibaba group holding-sp adr | 1,445 |
| rtx corporation com | 876 |
| wells fargo co new com | 759 |
| nextera energy inc com | 197 |
| texas instrs inc com | 119 |
| vanguard index fds s&p 500 etf shs | 57.99 |
| vanguard index fds value etf | 55.48 |
Additions to existing portfolio by Migdal Insurance & Financial Holdings Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| nike inc cl b | -100 |
| solaredge technologies inc | -99.76 |
| goldman sachs group inc com | -99.6 |
| marvell technology inc com | -98.77 |
| first tr exchange-traded fd dj internt idx | -96.14 |
| okta inc cl a | -95.13 |
| lululemon athletica inc com | -91.13 |
| schwab strategic tr us lcap gr etf | -88.6 |
Migdal Insurance & Financial Holdings Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco preferred etf | -18,922,000 |
| spdr s&p biotech etf | -124,396,000 |
| invesco variable rate prefer | -19,560,000 |
| trade desk inc/the -class a | -57,592,000 |
| starbucks corp | -65,974,000 |
| fiserv inc | -106,894,000 |
| lennar corp-a | -50,880,000 |
| dr horton inc | -50,278,000 |
Migdal Insurance & Financial Holdings Ltd. got rid off the above stocks
Sector Distribution
Migdal Insurance & Financial Holdings Ltd. has about 61.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 61.9 |
| Technology | 12.1 |
| Healthcare | 10 |
| Communication Services | 6.6 |
| Consumer Cyclical | 4.6 |
| Financial Services | 2.9 |
| Utilities | 1.4 |
Market Cap. Distribution
Migdal Insurance & Financial Holdings Ltd. has about 36.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 62.1 |
| MEGA-CAP | 25 |
| LARGE-CAP | 11.2 |
| MID-CAP | 1.1 |
Stocks belong to which Index?
About 28.4% of the stocks held by Migdal Insurance & Financial Holdings Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.7 |
| S&P 500 | 28.4 |
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 323 stocks in it's portfolio. About 44.8% of the portfolio is in top 10 stocks. MBLY 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: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.51 | 914,700 | 232,910,000 | reduced | -53.36 | ||
| AAXJ | ishares u.s. home constructi | 0.61 | 530,000 | 56,843,000 | new | |||
| AAXJ | ishares tr 10-20 yr trs etf | 0.10 | 87,356 | 8,989,000 | reduced | -49.27 | ||
| AAXJ | ishares tr iboxx hi yd etf | 0.04 | 48,600 | 3,947,000 | reduced | -36.15 | ||
| AAXJ | ishares msci acwi etf | 0.01 | 9,128 | 1,262,000 | reduced | -49.99 | ||
| AAXJ | ishares tr ishs 5-10yr invt | 0.01 | 22,229 | 1,202,000 | reduced | -40.32 | ||
| AAXJ | ishares tr ishs 1-5yr invs | 0.00 | 821 | 44,000 | reduced | -50.00 | ||
| AAXJ | ishares tr msci ac asia etf | 0.00 | 366 | 33,000 | reduced | -52.22 | ||
| AAXJ | ishares tr esg msci kld 400 | 0.00 | 125 | 16,000 | reduced | -50.00 | ||
| AAXJ | ishares tr 3 7 yr treas bd | 0.00 | 127 | 15,000 | reduced | -70.05 | ||
| AAXJ | ishares tr us aer def etf | 0.00 | 24.00 | 5,000 | reduced | -50.00 | ||
| AAXJ | ishares tr u.s. med dvc etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr jpmorgan usd emg | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.64 | 256,599 | 59,413,000 | reduced | -1.74 | ||
| ACIO | etf ser solutions us glb jets | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSG | dbx etf tr xtrackrs s&p 500 | 0.06 | 89,546 | 5,375,000 | reduced | -43.35 | ||
| ACSG | dbx etf tr xtrack hrvst csi | 0.00 | 5,300 | 174,000 | new | |||
| ACSI | tidal trust i amen cust satf | 0.00 | 735 | 49,000 | reduced | -50.00 | ||
| ACWV | ishares inc msci cda etf | 0.01 | 11,100 | 561,000 | reduced | -50.00 | ||
| ACWV | ishares inc jp mrg em crp bd | 0.01 | 11,590 | 536,000 | reduced | -43.27 | ||