Latest Migdal Insurance & Financial Holdings Ltd. Stock Portfolio
$15.63Billion | No. of Holdings #360
Migdal Insurance & Financial Holdings Ltd. Performance
2026 Q2+18.74%
YTD+19.31%
2025+23.08%
About Migdal Insurance & Financial Holdings Ltd. and 13F Hedge Fund Stock Holdings
On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Migdal Insurance & Financial Holdings Ltd. reported an equity portfolio of $15.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Migdal Insurance & Financial Holdings Ltd. are TEVA, XLB, XLB. The fund has invested 8.4% of it's portfolio in TEVA PHARMACEUTICAL INDS LTD and 6.9% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), SPDR SERIES TRUST (BIL) and WESTERN DIGITAL CORP (WDC) stocks. They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), CIENA CORP (CIEN) and LUMENTUM HLDGS INC (LITE). Migdal Insurance & Financial Holdings Ltd. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), SNOWFLAKE INC (SNOW) and PERSHING SQUARE USA LTD. The fund showed a lot of confidence in some stocks as they added substantially to CONSTELLATION ENERGY CORP (CEG), ORACLE CORP (ORCL) and INTERNATIONAL BUSINESS MACHS (IBM).
Migdal Insurance & Financial Holdings Ltd. Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$15.63Billion
as of Aug 10, 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 18.74% in the last quarter. In trailing 12 months, it's portfolio return was 45.77%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| advanced micro devices inc | 134,190,000 |
| snowflake inc | 59,807,500 |
| pershing square usa ltd | 56,070,000 |
| credo technology group holdi | 41,608,400 |
| mongodb inc | 39,972,100 |
| pershing square inc | 14,787,000 |
| space exploration techn corp | 12,814,500 |
| ishares tr | 1,932,880 |
New stocks bought by Migdal Insurance & Financial Holdings Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| constellation energy corp | 377,900 |
| oracle corp | 97,074 |
| international business machs | 87,156 |
| servicenow inc | 41,310 |
| ishares tr | 28,522 |
| invesco exch traded fd tr ii | 1,222 |
| proshares tr | 966 |
| monolithic pwr sys inc | 911 |
Additions to existing portfolio by Migdal Insurance & Financial Holdings Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| mastercard incorporated | -99.98 |
| ciena corp | -99.35 |
| lumentum hldgs inc | -99.03 |
| eli lilly & co | -98.93 |
| kraneshares trust | -98.71 |
| microchip technology inc. | -98.37 |
| spdr series trust | -97.11 |
| sofi technologies inc | -93.57 |
Migdal Insurance & Financial Holdings Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exchange traded fd t | -364,648,000 |
| innoviz technologies ltd | -880,908 |
| bank america corp | -35,587,500 |
| boston scientific corp | -31,375,000 |
| uber technologies inc | -34,526,400 |
| spdr series trust | -57,478,500 |
| jefferies financial group in | -16,425,500 |
| texas instrs inc | -30,892,900 |
Migdal Insurance & Financial Holdings Ltd. got rid off the above stocks
Sector Distribution
Migdal Insurance & Financial Holdings Ltd. has about 53.4% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Communication Services
- Consumer Cyclical
- Industrials
- Financial Services
- Utilities
| Sector | % |
|---|---|
| Others | 53.4 |
| Technology | 19.7 |
| Healthcare | 10.6 |
| Communication Services | 6.9 |
| Consumer Cyclical | 4 |
| Industrials | 2.2 |
| Financial Services | 1.6 |
| Utilities | 1.5 |
Market Cap. Distribution
Migdal Insurance & Financial Holdings Ltd. has about 44.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 53.4 |
| MEGA-CAP | 30.7 |
| LARGE-CAP | 14.2 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 36.4% 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 | 63.6 |
| S&P 500 | 35 |
| RUSSELL 2000 | 1.4 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| XLB | select sector spdr tr | 286.5 M |
| MU | micron technology inc | 241.4 M |
| AFK | vaneck etf trust | 238.9 M |
| NVMI | nova ltd | 173.3 M |
| TSEM | tower semiconductor ltd | 159.5 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard world fd | -73.1 % |
| BZQ | proshares tr | -32.7 % |
| PDD | pdd holdings inc | -25.2 % |
| NOC | northrop grumman corp | -24.3 % |
| BABA | alibaba group hldg ltd | -22.6 % |
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 360 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Migdal Insurance & Financial Holdings Ltd. last quarter.
$15.63BTotal Value
440Positions
10 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 1.98% | 1,070,700 | $309.82M 1.98% | 15.41%increased 15.41 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.03% | 50,964 | $5.11M 0.03% | 41.08%decreased 41.08 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 32,261 | $5.06M 0.03% | 0%unchanged 0 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 36,351 | $4.27M 0.03% | 28522.8%increased 28522.8 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 35,208 | $2.82M 0.02% | 25.04%decreased 25.04 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 18,500 | $1.93M 0.01% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 21,089 | $1.12M 0.01% | 5.13%decreased 5.13 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 366 | $43.7K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 821 | $43.0K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 147 | $29.5K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 125 | $17.8K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 24.00 | $5.8K 0% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Abbvie IncABBV Migdal Insurance & Financial Holdings Ltd.'s holding in Abbvie Inc over time | 0.91% | 562,561 | $141.56M 0.91% | 36.49%increased 36.49 percentadded | |
 ACIO Etf Ser SolutionsEtf Ser SolutionsACIO | 0% | 153 | $25.3K 0% | 0%unchanged 0 percentunchanged | |
 ACSG Dbx Etf TrDbx Etf TrACSG | 0% | 5,000 | $168.6K 0% | 42.86%increased 42.86 percentadded | |
 ACWV Ishares IncIshares IncACWV | 1.32% | 1,023,180 | $206.56M 1.32% | 26.79%decreased 26.79 percentreduced | |
ACWV Ishares IncIshares IncACWV | 0.01% | 19,708 | $899.7K 0.01% | 18.47%increased 18.47 percentadded | |
ACWV Ishares IncIshares IncACWV | 0% | 1,558 | $108.3K 0% | 26.79%decreased 26.79 percentreduced | |
ACWV Ishares IncIshares IncACWV | 0% | 310 | $12.8K 0% | 0%unchanged 0 percentunchanged | |
| 0% | 651 | $133.5K 0% | 2.25%decreased 2.25 percentreduced | ||
