MI
Migdal Insurance & Financial Holdings Ltd.
Migdal Insurance & Financial Holdings Ltd. · Investor
1Y performance ⓘ
+28%
AUM (13F)
$11.5B
# of Holdings
360
3Y performance ⓘ
+94%
vs S&P 500 ⓘ
+15%
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 +94% over 3 years (+15 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) | $14.15 | $39.24 (+177%) | 2026-03-31 |
| NVMI Nova Ltd. Ordinary Shares | 5.9% | 1.6M | $681M | ▲ 5.0% (+75K) | $170.16 | $390.32 (+129%) | 2026-03-31 |
| XLI Select Sector Spdr Tr | 5.6% | 4.0M | $649M | ▲ 23% (+749K) | $127.47 | $166.96 (+31%) | 2026-03-31 |
| XLK Select Sector Spdr Tr | 5.0% | 4.3M | $571M | ▼ 15% (−757K) | $116.18 | $197.33 (+70%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 3.8% | 1.5M | $440M | ▲ 16% (+212K) | $213.35 | $341.94 (+60%) | 2026-03-31 |
| RSP Invesco Exchange Traded Fd T | 3.2% | 1.9M | $365M | ▲ 9518% (+1.9M) | $191.87 | $208.17 (+8%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 3.1% | 2.0M | $354M | ▼ 33% (−987K) | $37.70 | $239.49 (+535%) | 2026-03-31 |
| NVDA NVIDIA CORP | 2.9% | 1.9M | $337M | — | $151.96 | $230.82 (+52%) | 2026-03-31 |
| XLY Select Sector Spdr Tr | 2.8% | 3.0M | $323M | ▲ 4.2% (+119K) | $103.00 | $108.65 (+5%) | 2026-03-31 |
| XLC Select Sector Spdr Tr | 2.6% | 2.8M | $305M | ▼ 1.3% (−36K) | $76.04 | $111.04 (+46%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 2.6% | 898K | $304M | ▼ 26% (−310K) | $156.60 | $456.19 (+191%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 2.6% | 1.4M | $297M | ▼ 13% (−212K) | $157.12 | $249.66 (+59%) | 2026-03-31 |
| CAMT Camtek Ltd | 2.5% | 1.9M | $292M | ▲ 46% (+610K) | $84.50 | $157.87 (+87%) | 2026-03-31 |
| SMH Vaneck Etf Trust | 2.5% | 760K | $292M | ▲ 88% (+357K) | $346.08 | $614.02 (+77%) | 2026-03-31 |
| AAPL Apple Inc. | 2.0% | 928K | $235M | ▲ 37% (+253K) | $209.74 | $332.30 (+58%) | 2026-03-31 |
| LQD Ishares Tr | 1.9% | 2.0M | $214M | — | $112.64 | $101.36 (−10%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.6% | 330K | $189M | ▼ 39% (−212K) | $724.22 | $732.25 (+1%) | 2026-03-31 |
| EWY Ishares Inc | 1.5% | 1.4M | $172M | ▲ 46796% (+1.4M) | $122.88 | $184.39 (+50%) | 2026-03-31 |
| KBWB Invesco Exch Traded Fd Tr Ii | 1.5% | 2.2M | $171M | — | $67.48 | $86.43 (+28%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 1.4% | 568K | $167M | ▲ 126% (+317K) | $227.60 | $330.16 (+45%) | 2026-03-31 |
| LRCX Lam Research Corp | 1.4% | 775K | $166M | ▲ 268% (+564K) | $201.75 | $339.09 (+68%) | 2026-03-31 |
| XLU Select Sector Spdr Tr | 1.4% | 3.5M | $158M | ▼ 62% (−5.6M) | $41.68 | $39.34 (−6%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 1.2% | 380K | $140M | ▲ 0.6% (+2K) | $427.76 | $519.35 (+21%) | 2026-03-31 |
| AMAT Applied Materials Inc | 1.2% | 405K | $138M | ▼ 21% (−109K) | $211.02 | $528.75 (+151%) | 2026-03-31 |
| ORA Ormat Technologies, Inc. | 1.1% | 1.2M | $130M | ▲ 31% (+275K) | $103.15 | $87.84 (−15%) | 2026-03-31 |
| GDX Vaneck Etf Trust | 1.1% | 1.4M | $125M | NEW (+1.4M) | $91.68 | $87.05 (−5%) | 2026-03-31 |
| CQQQ Invesco Exch Traded Fd Tr Ii | 1.0% | 2.5M | $117M | ▲ 39% (+713K) | $49.29 | $45.01 (−9%) | 2026-03-31 |
| MU Micron Technology, Inc. | 1.0% | 338K | $114M | ▲ 10361% (+335K) | $335.73 | $1,062.39 (+216%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 1.0% | 124K | $114M | ▲ 17% (+18K) | $822.89 | $1,150.39 (+40%) | 2026-03-31 |
| ENLT Enlight Renewable Energy Ltd. Ordinary Shares | 1.0% | 1.6M | $111M | — | $15.69 | $64.90 (+314%) | 2026-03-31 |
| TSLA Tesla, Inc. | 0.9% | 292K | $109M | ▲ 80% (+130K) | $326.79 | $355.59 (+9%) | 2026-03-31 |
| NICE Nice Ltd | 0.9% | 921K | $102M | ▼ 44% (−725K) | $213.04 | $114.33 (−46%) | 2026-03-31 |
| XLV Select Sector Spdr Tr | 0.9% | 680K | $100M | ▲ 112% (+360K) | $143.45 | $168.22 (+17%) | 2026-03-31 |
| XLF Select Sector Spdr Tr | 0.8% | 1.9M | $93M | ▼ 59% (−2.8M) | $48.06 | $53.34 (+11%) | 2026-03-31 |
| XME Spdr Series Trust | 0.8% | 830K | $90M | NEW (+830K) | $53.16 | $102.39 (+93%) | 2026-03-31 |
| ABBV ABBVIE INC. | 0.8% | 412K | $90M | ▲ 24% (+80K) | $213.65 | $260.76 (+22%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 0.8% | 286K | $88M | ▼ 27% (−105K) | $259.29 | $352.10 (+36%) | 2026-03-31 |
| XLB Select Sector Spdr Tr | 0.7% | 1.7M | $85M | ▲ 3.7% (+61K) | $44.36 | $48.06 (+8%) | 2026-03-31 |
| XLE Select Sector Spdr Tr | 0.7% | 1.3M | $79M | ▲ 6977% (+1.3M) | $61.05 | $61.56 (+1%) | 2026-03-31 |
| LMT Lockheed Martin Corp. | 0.7% | 124K | $75M | ▲ 12894% (+123K) | $603.37 | $509.75 (−16%) | 2026-03-31 |
| ETN Eaton Corporation, plc Ordinary Shares | 0.6% | 207K | $74M | ▲ 298% (+155K) | $347.83 | $428.48 (+23%) | 2026-03-31 |
| CCJ Cameco Corporation | 0.6% | 659K | $72M | ▼ 11% (−86K) | $87.70 | $86.66 (−1%) | 2026-03-31 |
| KWEB Kraneshares Trust | 0.6% | 2.5M | $70M | ▼ 32% (−1.2M) | $34.90 | $24.61 (−29%) | 2026-03-31 |
| NOC Northrop Grumman Corp. | 0.6% | 100K | $68M | ▲ 3233% (+97K) | $676.56 | $484.88 (−28%) | 2026-03-31 |
| VRT Vertiv Holdings Co Class A Common Stock | 0.6% | 255K | $64M | NEW (+255K) | $250.57 | $241.53 (−4%) | 2026-03-31 |
| GILD Gilead Sciences Inc | 0.5% | 444K | $62M | ▲ 71% (+185K) | $122.82 | $148.70 (+21%) | 2026-03-31 |
| XBI Spdr Series Trust | 0.5% | 450K | $57M | NEW (+450K) | $79.64 | $158.25 (+99%) | 2026-03-31 |
| AZN AstraZeneca PLC | 0.5% | 286K | $56M | NEW (+286K) | $197.22 | $160.71 (−19%) | 2026-03-31 |
| PANW Palo Alto Networks, Inc. Common Stock | 0.5% | 324K | $52M | ▲ 148% (+193K) | $153.97 | $390.28 (+153%) | 2026-03-31 |
| SNDK Sandisk Corporation Common Stock | 0.5% | 81K | $51M | NEW (+81K) | $635.34 | $1,755.75 (+176%) | 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?
+94% (13F-replication, price return), +15 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.