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CI

Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
-3.05%
1 Year Est. Return
+68.34%
3 Year Est. Return
+151.82%
5 Year Est. Return
+175.48%
10 Year Est. Return
+729.64%
AUM
$9.68B
AUM Growth
-$1.43B
Cap. Flow
-$774M
Cap. Flow %
-8%
Top 10 Hldgs %
57.99%
Holding
221
New
30
Increased
98
Reduced
33
Closed
19

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$760M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$491M
3
LRCX icon
Lam Research
LRCX
+$120M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$77.2M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$66.7M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$473M
2
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$401M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$286M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$200M
5
MSFT icon
Microsoft
MSFT
+$192M

Sector Composition

Rank Sector Weight
1 Technology 20.46%
2 Healthcare 7.34%
3 Industrials 6.29%
4 Utilities 4.32%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XME icon
26
State Street SPDR S&P Metals & Mining ETF
XME
$3.75B
$85.4M 0.88%
1,525,000
-575,000
-27% -$33.8M
MA icon
27
Mastercard
MA
$498B
$84.9M 0.88%
154,913
+50
+0% +$27.2K
KLAC icon
28
KLA
KLAC
$222B
$83.8M 0.87%
1,232,920
+700,000
+131% +$50.4M
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.12T
$82.6M 0.85%
533,853
-812,809
-60% -$147M
DIS icon
30
Walt Disney
DIS
$171B
$81.9M 0.85%
830,157
+125
+0% +$13.4K
FXI icon
31
iShares China Large-Cap ETF
FXI
$4.32B
$78.8M 0.81%
2,200,000
– –
MU icon
32
Micron Technology
MU
$835B
$78.6M 0.81%
903,000
+65,000
+8% +$6.24M
NVDA icon
33
NVIDIA
NVDA
$4.6T
$73.2M 0.76%
675,655
-870,751
-56% -$110M
FORTY
34
Formula Systems
FORTY
$1.66B
$71.4M 0.74%
824,703
– –
LLY icon
35
Eli Lilly
LLY
$1.08T
$71.1M 0.73%
86,055
-3,649
-4% -$3.04M
TSM icon
36
TSMC
TSM
$1.94T
$69.4M 0.72%
418,000
-200,000
-32% -$38.9M
CYBR
37
DELISTED
CyberArk
CYBR
$66.2M 0.68%
195,752
+52,500
+37% +$18.9M
CLBT icon
38
Cellebrite
CLBT
$3.76B
$65M 0.67%
3,343,014
-153,095
-4% -$3.22M
AER icon
39
AerCap
AER
$23.4B
$62.8M 0.65%
612,941
– –
XLI icon
40
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$61.2M 0.63%
467,000
-427,000
-48% -$57.7M
XLY icon
41
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$59.2M 0.61%
+600,000
New +$65.1M
MSFT icon
42
Microsoft
MSFT
$2.9T
$59.2M 0.61%
157,617
-471,502
-75% -$192M
TAN icon
43
Invesco Solar ETF
TAN
$1.37B
$58M 0.6%
1,905,000
-135,000
-7% -$4.51M
PFE icon
44
Pfizer
PFE
$143B
$57.6M 0.6%
2,272,410
– –
PANW icon
45
Palo Alto Networks
PANW
$256B
$52M 0.54%
+305,000
New +$56.4M
AMT icon
46
American Tower
AMT
$83.5B
$48.2M 0.5%
221,719
-134,832
-38% -$26.5M
MGIC
47
DELISTED
Magic Software Enterprises
MGIC
$44.3M 0.46%
3,420,060
– –
XSOE icon
48
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$42M 0.43%
1,360,000
-449,401
-25% -$13.9M
URNM icon
49
Sprott Uranium Miners ETF
URNM
$1.71B
$39.8M 0.41%
1,227,000
– –
BABA icon
50
Alibaba
BABA
$276B
$39.7M 0.41%
+300,000
New +$34.6M
1
2
3 4 5

Similar funds

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Clal Insurance's Q1 2025 Portfolio in Review

As of Q1 2025, Clal Insurance held 221 positions worth $9.68B, down 13% from $11.1B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Clal Insurance withdrew a net $774M in Q1 2025, closing 19 positions and reducing 33 holdings. Its most notable exit was State Street Energy Select Sector SPDR ETF, an estimated $31.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Clal Insurance opened a new position in Lam Research worth $112M.

  • Clal Insurance's largest Q1 2025 buy was Lam Research: 1,530,000 shares worth $112M.
  • Clal Insurance added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $760M increase.
  • Clal Insurance's biggest Q1 2025 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $473M.
  • Clal Insurance fully exited State Street Energy Select Sector SPDR ETF in Q1 2025, selling an estimated $31.4M.
  • Clal Insurance's ten largest holdings make up 58% of its $9.68B portfolio in Q1 2025.
  • Clal Insurance opened 30 new positions and closed 19 in Q1 2025.
  • Clal Insurance's portfolio value fell 13% quarter-over-quarter to $9.68B.

Based on Clal Insurance's 13F filing for Q1 2025, filed 13 May 2025.