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%
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. <br><br> 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. <br><br> 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
$11.53Billion
as of May 14, 2026Migdal 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 trust | 124,807,000 |
| spdr series trust | 89,673,100 |
| vertiv holdings co | 63,941,000 |
| spdr series trust | 57,478,500 |
| astrazeneca plc | 55,870,900 |
| sandisk corp | 51,462,500 |
| merck & co inc | 37,553,600 |
| western digital corp | 36,245,700 |
New stocks bought by Migdal Insurance & Financial Holdings Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| microchip technology inc. | 52,403 |
| ishares inc | 46,796 |
| teradyne inc | 39,441 |
| corning inc | 25,280 |
| coherent corp | 15,542 |
| texas instrs inc | 14,019 |
| lockheed martin corp | 12,893 |
| intel corp | 10,364 |
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 | % |
|---|---|
| Others | 57.1 |
| Technology | 14.1 |
| Healthcare | 12.9 |
| Communication Services | 5.5 |
| Consumer Cyclical | 3.7 |
| Industrials | 2.7 |
| Financial Services | 2.7 |
| Utilities | 1.3 |
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 | % |
|---|---|
| UNALLOCATED | 57.1 |
| MEGA-CAP | 24.8 |
| LARGE-CAP | 16.2 |
| MID-CAP | 1.7 |
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 | % |
|---|---|
| Others | 68.6 |
| S&P 500 | 30 |
| RUSSELL 2000 | 1.4 |
| 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 | |
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.
$11.53BTotal Value
435Positions
14 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.04% | 927,700 | $235.44M 2.04% | 37.5%increased 37.5 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.08% | 86,496 | $8.71M 0.08% | 2.92%decreased 2.92 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.04% | 32,260 | $4.46M 0.04% | 309.55%increased 309.55 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 46,969 | $3.70M 0.03% | 4.33%decreased 4.33 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 22,229 | $1.18M 0.01% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 821 | $43.2K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 366 | $35.2K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 147 | $26.6K 0% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 125 | $15.1K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 127 | $15.1K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 24.00 | $5.3K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares U.S. Home ConstructiIshares U.S. Home ConstructiAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbvie Inc Abbvie IncABBV Migdal Insurance & Financial Holdings Ltd.'s holding in Abbvie Inc over time | 0.78% | 412,152 | $89.64M 0.78% | 24.25%increased 24.25 percentadded | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0% | 153 | $16.4K 0% | Newnew position | |
 ACSG Dbx Etf TrDbx Etf TrACSG | 0% | 3,500 | $114.2K 0% | 33.96%decreased 33.96 percentreduced | |
ACSG Dbx Etf Tr Xtrackrs S&P 500Dbx Etf Tr Xtrackrs S&P 500ACSG | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACSI Dal Trust I Amen Cust SatfDal Trust I Amen Cust SatfACSI | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares Tr Ultra Short DurIshares Tr Ultra Short DurACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
ACWF Ishares Tr Low Carbon OptimIshares Tr Low Carbon OptimACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 1.49% | 1,397,500 | $171.89M 1.49% | 46796%increased 46796 percentadded | |
