We are live on ! Find out more
CI

Clal Insurance Portfolio holdings

AUM $22.3B
1-Year Est. Return 79.91%
This Fund
S&P 500
This Quarter Est. Return
+12.5%
1 Year Est. Return
+79.91%
3 Year Est. Return
+201.85%
5 Year Est. Return
+220.25%
10 Year Est. Return
+954.66%
AUM
$15.5B
AUM Growth
+$2.39B
Cap. Flow
+$1.13B
Cap. Flow %
7.3%
Top 10 Hldgs %
54.27%
Holding
232
New
17
Increased
52
Reduced
93
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$456M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$424M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$304M
4
VHT icon
Vanguard Health Care ETF
VHT
+$244M
5
ESLT icon
Elbit Systems
ESLT
+$199M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$279M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$217M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$144M
4
MU icon
Micron Technology
MU
+$136M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$126M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.25%
2 Technology 21.56%
3 Healthcare 8.64%
4 Industrials 7.63%
5 Utilities 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO
226
Novo Nordisk
NVO
$205B
– –
-13,000
Closed -$721K
PGY icon
227
Pagaya Technologies
PGY
$1.94B
– –
-13,125
Closed -$390K
SNY icon
228
Sanofi
SNY
$107B
– –
-23,000
Closed -$1.09M
SPNS
229
DELISTED
Sapiens International
SPNS
– –
-8,635
Closed -$371K
WIX icon
230
WIX.com
WIX
$3.59B
– –
-38,000
Closed -$6.75M
XSOE icon
231
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.14B
– –
-1,360,000
Closed -$51.6M
ZM icon
232
Zoom
ZM
$29.3B
– –
-80,000
Closed -$6.6M
6 7 8 9
10

Similar funds

LF
Lansforsakringar Fondforvaltning Stockholm, Sweden $22.3B AUM 36.19% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Clal Insurance's Q4 2025 Portfolio in Review

As of Q4 2025, Clal Insurance held 232 positions worth $15.5B, up 18% from $13.1B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Clal Insurance deployed $1.13B of net new capital in Q4 2025, opening 17 new positions and adding to 52 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 1,600,000 shares worth $306M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, down from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Invesco NASDAQ 100 ETF, an estimated $279M trimmed.

  • Clal Insurance's largest Q4 2025 buy was Invesco S&P 500 Equal Weight ETF: 1,600,000 shares worth $306M.
  • Clal Insurance added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $456M increase.
  • Clal Insurance's biggest Q4 2025 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $279M.
  • Clal Insurance fully exited WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025, selling an estimated $51.6M.
  • Clal Insurance's ten largest holdings make up 54% of its $15.5B portfolio in Q4 2025.
  • Clal Insurance opened 17 new positions and closed 17 in Q4 2025.
  • Clal Insurance's portfolio value rose 18% quarter-over-quarter to $15.5B.

Based on Clal Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.