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Clal Insurance Portfolio holdings

AUM $22.3B
1-Year Est. Return 79.91%
This Fund
S&P 500
This Quarter Est. Return
+10.06%
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
$16.6B
AUM Growth
+$1.11B
Cap. Flow
+$324M
Cap. Flow %
1.95%
Top 10 Hldgs %
55.47%
Holding
233
New
18
Increased
56
Reduced
85
Closed
19

Top Buys

Rank Stock Value
1
MAGS icon
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
+$294M
2
SHLD icon
Global X Defense Tech ETF
SHLD
+$127M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$117M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$115M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$104M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$319M
2
SNDK
Sandisk
SNDK
+$126M
3
TSEM icon
Tower Semiconductor
TSEM
+$114M
4
MGIC
Magic Software Enterprises
MGIC
+$88.3M
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$88.2M

Sector Composition

Rank Sector Weight
1 Technology 21.85%
2 Industrials 10.01%
3 Utilities 8.17%
4 Healthcare 8.01%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPH icon
226
VanEck Pharmaceutical ETF
PPH
$991M
– –
-325,000
Closed -$33.5M
QBTS icon
227
D-Wave Quantum Inc. Common Stock
QBTS
$7.78B
– –
-7,000
Closed -$183K
RGTI icon
228
Rigetti Computing
RGTI
$6.21B
– –
-20,000
Closed -$443K
TRIP icon
229
TripAdvisor
TRIP
$1.29B
– –
-80,000
Closed -$1.17M
UNH icon
230
UnitedHealth
UNH
$358B
– –
-31
Closed -$10K
VBR icon
231
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
– –
-5,000
Closed -$1.06M
VWO icon
232
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-35,000
Closed -$1.88M
CAI
233
Caris Life Sciences
CAI
$6.27B
– –
-11,930
Closed -$322K
6 7 8 9
10

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CAM
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CHP
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Clal Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Clal Insurance held 233 positions worth $16.6B, up 7.2% from $15.5B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Clal Insurance's Q1 2026 filing shows 18 new, 56 increased, 85 reduced and 19 closed positions. Its largest new stake was Global X Defense Tech ETF: 1,700,000 shares worth $120M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $319M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 22% a quarter earlier, followed by Industrials and Utilities.

  • Clal Insurance's largest Q1 2026 buy was Global X Defense Tech ETF: 1,700,000 shares worth $120M.
  • Clal Insurance added most to Listed Funds Trust Roundhill Magnificent Seven ETF in Q1 2026, an estimated $294M increase.
  • Clal Insurance's biggest Q1 2026 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $319M.
  • Clal Insurance fully exited Magic Software Enterprises in Q1 2026, selling an estimated $88.3M.
  • Clal Insurance's ten largest holdings make up 55% of its $16.6B portfolio in Q1 2026.
  • Clal Insurance opened 18 new positions and closed 19 in Q1 2026.
  • Clal Insurance's portfolio value rose 7.2% quarter-over-quarter to $16.6B.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.