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Latest Migdal Insurance & Financial Holdings Ltd. Stock Portfolio

$11.53Billion– No. of Holdings #356

Migdal Insurance & Financial Holdings Ltd. Performance:
2026 Q1: 0.48%YTD: 0.48%2025: 23.08%
Performance for 2026 Q1 is 0.48%, and YTD is 0.48%, and 2025 is 23.08%.

About Migdal Insurance & Financial Holdings Ltd. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Migdal Insurance & Financial Holdings Ltd. reported an equity portfolio of $11.5 Billions as of 31 Mar, 2026.

The top stock holdings of Migdal Insurance & Financial Holdings Ltd. are TEVA, NVMI, XLB. The fund has invested 9.9% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 5.9% of portfolio in NOVA LTD.

The fund managers got completely rid off ISHARES U.S. HOME CONSTRUCTI (AAXJ), EXPAND ENERGY CORP (CHK) and EQT CORP (EQT) stocks. They significantly reduced their stock positions in CONSTELLATION ENERGY CORP (CEG), SELECT SECTOR SPDR TR (XLB) and ORACLE CORP (ORCL). Migdal Insurance & Financial Holdings Ltd. opened new stock positions in VANECK ETF TRUST (AFK), SPDR SERIES TRUST (BIL) and VERTIV HOLDINGS CO (VRT). The fund showed a lot of confidence in some stocks as they added substantially to MICROCHIP TECHNOLOGY INC. (MCHP), ISHARES INC (ACWV) and TERADYNE INC (TER).
Migdal Insurance & Financial Holdings Ltd. Equity Portfolio Value
Last Reported on: 14 May, 2026

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 0.48% in the last quarter. In trailing 12 months, it's portfolio return was 34.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck etf trust124,807,000
spdr series trust89,673,100
vertiv holdings co63,941,000
spdr series trust57,478,500
astrazeneca plc55,870,900
sandisk corp51,462,500
merck & co inc37,553,600
western digital corp36,245,700
New stocks bought by Migdal Insurance & Financial Holdings Ltd.

Additions

Ticker% Inc.
microchip technology inc.52,403
ishares inc46,796
teradyne inc39,441
corning inc25,280
coherent corp15,542
texas instrs inc14,019
lockheed martin corp12,893
intel corp10,364
Additions to existing portfolio by Migdal Insurance & Financial Holdings Ltd.

Reductions

Ticker% Reduced
constellation energy corp-99.97
select sector spdr tr-99.85
oracle corp-99.82
invesco exch traded fd tr ii-98.94
adobe inc-98.93
wisdomtree tr-98.26
varonis sys inc-96.31
invesco exchange traded fd t-95.1
Migdal Insurance & Financial Holdings Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
taboola.com ltd-15,209,000
similarweb ltd-23,265,000
stratasys ltd-18,497,000
mobileye global inc-a-20,871,000
cellebrite di ltd-24,341,000
arbe robotics ltd-1,416,000
franklin ftse india etf-44,186,000
eqt corp-49,580,000
Migdal Insurance & Financial Holdings Ltd. got rid off the above stocks

Sector Distribution

Migdal Insurance & Financial Holdings Ltd. has about 57.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Utilities
Sector%
Others57.1
Technology14.1
Healthcare12.9
Communication Services5.5
Consumer Cyclical3.7
Industrials2.7
Financial Services2.7
Utilities1.3

Market Cap. Distribution

Migdal Insurance & Financial Holdings Ltd. has about 41% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED57.1
MEGA-CAP24.8
LARGE-CAP16.2
MID-CAP1.7

Stocks belong to which Index?

About 31.4% 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%
Others68.6
S&P 50030
RUSSELL 20001.4
Top 5 Winners (%)%
CF
cf industries hold
52.7 %
SEDG
solaredge technologies inc
52.1 %
enlight renewable energy ltd
50.1 %
ESLT
elbit sys ltd
46.8 %
TSEM
tower semiconductor ltd
41.3 %
Top 5 Winners ($)$
NVMI
nova ltd
162.1 M
TSEM
tower semiconductor ltd
145.7 M
CAMT
camtek ltd
73.5 M
AMAT
applied matls inc
39.0 M
enlight renewable energy ltd
37.2 M
Top 5 Losers (%)%
U
unity software inc
-51.2 %
RPD
rapid7 inc
-50.6 %
NKE
nike inc
-36.6 %
ZS
zscaler inc
-34.3 %
JEF
jefferies financial group in
-33.4 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-51.8 M
MSFT
microsoft corp
-43.1 M
TEVA
teva pharmaceutical inds ltd
-41.0 M
IJR
ishares tr
-40.5 M
GOOG
alphabet inc
-38.5 M

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 356 stocks in it's portfolio. About 44.8% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. NVMI was the most profitable stock for Migdal Insurance & Financial Holdings Ltd. last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions