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CI
Clal Insurance Portfolio holdings
AUM
$22.3B
1-Year Est. Return
79.91%
This Fund
S&P 500
This Quarter
Est. Return
+27.4%
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
$22.3B
AUM Growth
+$5.72B
(+34%)
Cap. Flow
+$2.4B
Cap. Flow
% of AUM
10.74%
Top 10 Holdings %
Top 10 Hldgs %
56.3%
Holding
247
New
33
Increased
43
Reduced
102
Closed
24
Avg Time Held Equity + Options
9.2
quarters
Top 10 Avg Time Held Equity + Options
6
quarters
Top 20 Avg Time Held Equity + Options
6.4
quarters
Avg Time Held Equity only
9.3
quarters
Top 10 Avg Time Held Equity only
6
quarters
Top 20 Avg Time Held Equity only
6.4
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$751M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$521M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$446M |
| 4 |
Tower Semiconductor
TSEM
|
+$164M |
| 5 |
Dell
DELL
|
+$149M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
|
+$499M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$319M |
| 3 |
Sandisk
SNDK
|
+$149M |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$120M |
| 5 |
Coherent
COHR
|
+$96.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.41% |
| 2 | Technology | 25.13% |
| 3 | Healthcare | 7.11% |
| 4 | Industrials | 7.1% |
| 5 | Utilities | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Invesco KBW Bank ETF
KBWB
$6.29B
| $179M | 0.8% |
1,930,000
+509,000
| +36% | +$44.5M |
2024 Q1
9 quarters
|
|
27
Global X Cybersecurity ETF
BUG
$2.23B
| $175M | 0.78% |
4,580,000
+2,880,000
| +169% | +$88.8M |
2025 Q2
4 quarters
|
|
28
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $171M | 0.77% |
3,196,000
| – | – |
2014 Q4
46 quarters
|
|
29
Applied Materials
AMAT
$395B
| $166M | 0.74% |
229,095
-29
| -0% | -$13.4K |
2024 Q4
6 quarters
|
|
30
Broadcom
AVGO
$1.7T
| $163M | 0.73% |
430,248
+2,945
| +0.7% | +$1.18M |
2024 Q1
9 quarters
|
|
31
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
| $158M | 0.71% |
1,350,600
+233,000
| +21% | +$27.2M |
2025 Q1
5 quarters
|
|
32
Invesco Solar ETF
TAN
$893M
| $153M | 0.68% |
2,580,400
+800,000
| +45% | +$48.6M |
2026 Q1
1 quarter
|
|
33
Amkor Technology
AMKR
$11.9B
| $152M | 0.68% |
+1,764,000
| New | +$126M |
2026 Q2
0 quarters
|
|
34
iShares US Home Construction ETF
ITB
$2.35B
| $150M | 0.67% |
1,440,000
+1,140,000
| +380% | +$108M |
2025 Q4
2 quarters
|
|
35
Lam Research
LRCX
$389B
| $150M | 0.67% |
346,052
-9
| -0% | -$2.73K |
2025 Q1
5 quarters
|
|
36
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
| $144M | 0.65% |
+752,000
| New | +$141M |
2026 Q2
0 quarters
|
|
37
Nice
NICE
$6.8B
| $144M | 0.64% |
1,591,820
-40,070
| -2% | -$3.89M |
2014 Q4
46 quarters
|
|
38
Eaton
ETN
$167B
| $143M | 0.64% |
336,044
-16
| -0% | -$6.45K |
2024 Q4
6 quarters
|
|
39
iShares MSCI ACWI ETF
ACWI
$33.2B
| $141M | 0.63% |
896,500
-25,000
| -3% | -$3.82M |
2025 Q3
3 quarters
|
|
40
iShares China Large-Cap ETF
FXI
$3.93B
| $139M | 0.62% |
4,388,108
-48,842
| -1% | -$1.74M |
2024 Q3
7 quarters
|
|
41
Nutrien
NTR
$32.3B
| $138M | 0.62% |
2,175,282
| – | – |
2018 Q4
30 quarters
|
|
42
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.6B
| $133M | 0.6% |
1,302,290
+1,264,000
| +3,301% | +$119M |
2021 Q3
19 quarters
|
|
43
WisdomTree India Earnings Fund ETF
EPI
$1.78B
| $128M | 0.57% |
3,000,000
| – | – |
2024 Q2
8 quarters
|
|
44
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
| $120M | 0.54% |
1,329,000
+400,000
| +43% | +$35.6M |
2024 Q4
6 quarters
|
|
|
45
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$5.86B
| $115M | 0.52% |
1,790,000
-7,560,000
| -81% | -$499M |
2025 Q3
3 quarters
|
|
46
Apple
AAPL
$4.96T
| $115M | 0.52% |
397,512
-5,177
| -1% | -$1.48M |
2023 Q2
12 quarters
|
|
47
Global X US Infrastructure Development ETF
PAVE
$13.7B
| $110M | 0.49% |
1,871,750
| – | – |
2024 Q2
8 quarters
|
|
48
Eli Lilly
LLY
$1.05T
| $106M | 0.48% |
88,546
+495
| +0.6% | +$506K |
2023 Q1
13 quarters
|
|
49
State Street Industrial Select Sector SPDR ETF
XLI
$30.9B
| $105M | 0.47% |
567,000
| – | – |
2024 Q4
6 quarters
|
|
50
ICL Group
ICL
$6.39B
| $99.4M | 0.44% |
19,812,669
-2,227,810
| -10% | -$12.7M |
2023 Q2
12 quarters
|
|
Similar funds
LF
DCP
CS
CIG
TAF
SOMRS
MIM
Clal Insurance's Q2 2026 Portfolio in Review
As of Q2 2026, Clal Insurance held 247 positions worth $22.3B, up 34% from $16.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Clal Insurance deployed $2.4B of net new capital in Q2 2026, opening 33 new positions and adding to 43 existing holdings. Its largest new stake was Dell: 515,000 shares worth $222M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, up from 45% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Listed Funds Trust Roundhill Magnificent Seven ETF, an estimated $499M trimmed.
- Clal Insurance's largest Q2 2026 buy was Dell: 515,000 shares worth $222M.
- Clal Insurance added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $751M increase.
- Clal Insurance's biggest Q2 2026 reduction was Listed Funds Trust Roundhill Magnificent Seven ETF, cutting an estimated $499M.
- Clal Insurance fully exited Invesco S&P 500 Equal Weight ETF in Q2 2026, selling an estimated $319M.
- Clal Insurance's ten largest holdings make up 56% of its $22.3B portfolio in Q2 2026.
- Clal Insurance opened 33 new positions and closed 24 in Q2 2026.
- Clal Insurance's portfolio value rose 34% quarter-over-quarter to $22.3B.
Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.