MI
Migdal Insurance & Financial Holdings Ltd.
Migdal Insurance & Financial Holdings Ltd. · Investor
1Y performance ⓘ
+59%
AUM (13F)
$11.5B
# of Holdings
360
3Y performance ⓘ
+119%
vs S&P 500 ⓘ
+47%
Updated
Mar 31
Migdal Insurance & Financial Holdings Ltd.'s Migdal Insurance & Financial Holdings Ltd. holds 360 U.S.-equity positions worth $11.5B (SEC 13F, Q1 2026). Top positions: Teva Pharmaceutical Inds Ltd 9.9%, Nova Ltd. Ordinary Shares 5.9%, Select Sector Spdr Tr 5.6%. 13F-replication return is +119% over 3 years (+47 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TEVA Teva Pharmaceutical Inds Ltd | 9.9% | 37.9M | $1.1B | ▲ 1.3% (+500K) | $0.01 | $32.20 (+363742%) | 2026-03-31 |
| NVMI Nova Ltd. Ordinary Shares | 5.9% | 1.6M | $681M | ▲ 5.0% (+75K) | $0.10 | $583.10 (+558048%) | 2026-03-31 |
| XLI Select Sector Spdr Tr | 5.6% | 4.0M | $649M | ▲ 23% (+749K) | $0.10 | $181.80 (+179625%) | 2026-03-31 |
| XLK Select Sector Spdr Tr | 5.0% | 4.3M | $571M | ▼ 15% (−757K) | $0.15 | $192.15 (+127148%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 3.8% | 1.5M | $440M | ▲ 16% (+212K) | $0.10 | $348.78 (+336193%) | 2026-03-31 |
| RSP Invesco Exchange Traded Fd T | 3.2% | 1.9M | $365M | ▲ 9518% (+1.9M) | $0.14 | $209.61 (+147268%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 3.1% | 2.0M | $354M | ▼ 33% (−987K) | $0.04 | $316.85 (+745970%) | 2026-03-31 |
| NVDA NVIDIA CORP | 2.9% | 1.9M | $337M | — | $0.27 | $208.65 (+76393%) | 2026-03-31 |
| XLY Select Sector Spdr Tr | 2.8% | 3.0M | $323M | ▲ 4.2% (+119K) | $0.15 | $114.94 (+76779%) | 2026-03-31 |
| XLC Select Sector Spdr Tr | 2.6% | 2.8M | $305M | ▼ 1.3% (−36K) | $0.06 | $106.86 (+184236%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 2.6% | 898K | $304M | ▼ 26% (−310K) | $0.09 | $467.67 (+500579%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 2.6% | 1.4M | $297M | ▼ 13% (−212K) | $0.10 | $232.79 (+225274%) | 2026-03-31 |
| CAMT Camtek Ltd | 2.5% | 1.9M | $292M | ▲ 46% (+610K) | $0.03 | $195.72 (+690277%) | 2026-03-31 |
| SMH Vaneck Etf Trust | 2.5% | 760K | $292M | ▲ 88% (+357K) | $0.15 | $668.91 (+439251%) | 2026-03-31 |
| AAPL Apple Inc. | 2.0% | 928K | $235M | ▲ 37% (+253K) | $0.16 | $297.01 (+180016%) | 2026-03-31 |
| LQD Ishares Tr | 1.9% | 2.0M | $214M | — | $0.11 | $108.78 (+99143%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.6% | 330K | $189M | ▼ 39% (−212K) | $0.21 | $563.85 (+265993%) | 2026-03-31 |
| EWY Ishares Inc | 1.5% | 1.4M | $172M | ▲ 46796% (+1.4M) | $0.06 | $219.02 (+362933%) | 2026-03-31 |
| KBWB Invesco Exch Traded Fd Tr Ii | 1.5% | 2.2M | $171M | — | $0.04 | $93.48 (+233262%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 1.4% | 568K | $167M | ▲ 126% (+317K) | $0.13 | $331.48 (+256992%) | 2026-03-31 |
| LRCX Lam Research Corp | 1.4% | 775K | $166M | ▲ 268% (+564K) | $0.07 | $409.54 (+568706%) | 2026-03-31 |
| XLU Select Sector Spdr Tr | 1.4% | 3.5M | $158M | ▼ 62% (−5.6M) | $0.07 | $44.72 (+65969%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.2% | 380K | $140M | ▲ 0.6% (+2K) | $0.28 | $367.34 (+129212%) | 2026-03-31 |
| AMAT Applied Materials Inc | 1.2% | 405K | $138M | ▼ 21% (−109K) | $0.12 | $640.18 (+524597%) | 2026-03-31 |
| ORA Ormat Technologies, Inc. | 1.1% | 1.2M | $130M | ▲ 31% (+275K) | $0.08 | $129.55 (+152725%) | 2026-03-31 |
| GDX Vaneck Etf Trust | 1.1% | 1.4M | $125M | NEW (+1.4M) | $0.03 | $81.44 (+252262%) | 2026-03-31 |
| CQQQ Invesco Exch Traded Fd Tr Ii | 1.0% | 2.5M | $117M | ▲ 39% (+713K) | $0.05 | $55.09 (+118812%) | 2026-03-31 |
| MU Micron Technology, Inc. | 1.0% | 338K | $114M | ▲ 10361% (+335K) | $0.06 | $1,211.38 (+1916731%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 1.0% | 124K | $114M | ▲ 17% (+18K) | $0.54 | $1,102.08 (+203356%) | 2026-03-31 |
| ENLT Enlight Renewable Energy Ltd. Ordinary Shares | 1.0% | 1.6M | $111M | — | $0.02 | $85.47 (+544642%) | 2026-03-31 |
| TSLA Tesla, Inc. | 0.9% | 292K | $109M | ▲ 80% (+130K) | $0.20 | $405.05 (+207326%) | 2026-03-31 |
| NICE Nice Ltd | 0.9% | 921K | $102M | ▼ 44% (−725K) | $0.23 | $84.07 (+36629%) | 2026-03-31 |
| XLV Select Sector Spdr Tr | 0.9% | 680K | $100M | ▲ 112% (+360K) | $0.13 | $150.06 (+115899%) | 2026-03-31 |
| XLF Select Sector Spdr Tr | 0.8% | 1.9M | $93M | ▼ 59% (−2.8M) | $0.03 | $53.70 (+166942%) | 2026-03-31 |
| XME Spdr Series Trust | 0.8% | 830K | $90M | NEW (+830K) | $0.05 | $115.22 (+216643%) | 2026-03-31 |
| ABBV ABBVIE INC. | 0.8% | 412K | $90M | ▲ 24% (+80K) | $0.16 | $230.01 (+144645%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 0.8% | 286K | $88M | ▼ 27% (−105K) | $0.64 | $392.13 (+61051%) | 2026-03-31 |
| XLB Select Sector Spdr Tr | 0.7% | 1.7M | $85M | ▲ 3.7% (+61K) | $0.08 | $51.62 (+64121%) | 2026-03-31 |
| XLE Select Sector Spdr Tr | 0.7% | 1.3M | $79M | ▲ 6977% (+1.3M) | $0.08 | $54.06 (+65168%) | 2026-03-31 |
| LMT Lockheed Martin Corp. | 0.7% | 124K | $75M | ▲ 12894% (+123K) | $0.47 | $493.60 (+104132%) | 2026-03-31 |
| ETN Eaton Corporation, plc Ordinary Shares | 0.6% | 207K | $74M | ▲ 298% (+155K) | $0.32 | $435.78 (+136714%) | 2026-03-31 |
| CCJ Cameco Corporation | 0.6% | 659K | $72M | ▼ 11% (−86K) | $0.08 | $107.07 (+127578%) | 2026-03-31 |
| KWEB Kraneshares Trust | 0.6% | 2.5M | $70M | ▼ 32% (−1.2M) | $0.03 | $25.05 (+80121%) | 2026-03-31 |
| NOC Northrop Grumman Corp. | 0.6% | 100K | $68M | ▲ 3233% (+97K) | $0.48 | $507.33 (+105880%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 0.6% | 255K | $64M | NEW (+255K) | $0.09 | $357.96 (+401192%) | 2026-03-31 |
| GILD Gilead Sciences Inc | 0.5% | 444K | $62M | ▲ 71% (+185K) | $0.11 | $124.87 (+112395%) | 2026-03-31 |
| XBI Spdr Series Trust | 0.5% | 450K | $57M | NEW (+450K) | $0.08 | $145.86 (+191291%) | 2026-03-31 |
| AZN AstraZeneca PLC | 0.5% | 286K | $56M | NEW (+286K) | $195.35 | $176.43 (−10%) | 2026-03-31 |
| PANW Palo Alto Networks, Inc. Common Stock | 0.5% | 324K | $52M | ▲ 148% (+193K) | $0.20 | $286.40 (+143738%) | 2026-03-31 |
| SNDK Sandisk Corporation Common Stock | 0.5% | 81K | $51M | NEW (+81K) | $635.34 | $2,273.73 (+258%) | 2026-03-31 |
Showing top 50 of 360 holdings by value.
FAQ ▾
What are Migdal Insurance & Financial Holdings Ltd.'s largest holdings?
As of the latest 13F: Teva Pharmaceutical Inds Ltd 9.9%, Nova Ltd. Ordinary Shares 5.9%, Select Sector Spdr Tr 5.6%, Select Sector Spdr Tr 5.0%, Alphabet Inc. Class C Capital Stock 3.8%.
How big is Migdal Insurance & Financial Holdings Ltd.'s 13F portfolio?
$11.5B across 360 disclosed U.S.-equity positions.
What is Migdal Insurance & Financial Holdings Ltd.'s 3-year performance?
+119% (13F-replication, price return), +47 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.