Migdal Insurance & Financial Holdings LTD.
Migdal Insurance & Financial Holdings Ltd., founded in 1934 and based in Petah Tikva, Israel, is one of the country’s leading insurance and financial groups. The firm manages insurance, pension, provident, and financial assets for over 2.5 million individual and corporate clients. Migdal operates across multiple subsidiaries specializing in life, health, property & casualty insurance, and asset management, and also maintains portfolio management and investment banking operations. The company is publicly listed, with majority ownership by Eliyahu 1959 Ltd. Migdal is recognized for its financial strength and long-term stability in serving both individual and institutional clients.
Investment Strategy
Migdal Insurance & Financial Holdings Ltd. applies a diversified, long-term investment approach across insurance, pension, provident, and financial assets. The firm invests actively both domestically and globally in financial instruments, real estate, and renewable energy projects. Its strategy emphasizes prudent risk management, steady returns for policyholders, and sustainable growth. Migdal allocates assets to a mix of equities, bonds, and alternative investments, focusing on stability, regulatory compliance, and serving the needs of both individual and institutional investors.
Latest 13F Filing Activity
Migdal Insurance & Financial Holdings LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 330 equity positions with a total 13F market value of $8B. The fund increased holdings in Technology Select Sect SPDR, Invesco KBW Bank Etf, Nova LTD among other positions. Migdal Insurance & Financial Holdings LTD. reduced exposure to Financial Select Sector SPDR, Select Sector SPDR TR Sbi Cons STPLS, Energy Select Sector SPDR among others.
Top Holdings
Equity Positions (330)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | TECHNOLOGY SELECT SECT SPDR | 7.83% | $659.3M | 2,603,396 | $210.62 | $253.23 | +$327.2M |
X XLI | INDUSTRIAL SELECT SECT SPDR | 6.32% | $532.4M | 3,609,306 | $117.19 | $147.52 | +$132.8M |
T TEVA | TEVA PHARMACEUTICAL-SP ADR | 5.71% | $480.8M | 28,685,422 | $12.17 | $16.76 | +$76.0M |
K KBWB | INVESCO KBW BANK ETF | 4.76% | $400.7M | 5,595,000 | $67.48 | $71.62 | +$187.6M |
N NVMI | NOVA LTD | 4.70% | $395.6M | 1,437,657 | $94.89 | $275.20 | +$161.4M |