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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
AVGO icon
51
Broadcom
AVGO
$1.85T
$33.3M 0.34%
198,939
+191,857
+2,709% +$40.6M
FROG icon
52
JFrog
FROG
$9.66B
$29.7M 0.31%
926,812
-100,000
-10% -$3.48M
S icon
53
SentinelOne
S
$6.53B
$26.4M 0.27%
1,450,137
+440,000
+44% +$9.55M
NKE icon
54
Nike
NKE
$61.9B
$26M 0.27%
+409,000
New +$30.1M
ACWX icon
55
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$24.5M 0.25%
441,920
– –
VRT icon
56
Vertiv
VRT
$93B
$23.6M 0.24%
+327,000
New +$34.8M
CWI icon
57
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.78B
$23.1M 0.24%
781,424
+10,800
+1% +$317K
ORCL icon
58
Oracle
ORCL
$374B
$22.7M 0.24%
162,624
+162,596
+580,700% +$26.5M
ELLO icon
59
Ellomay Capital Ltd
ELLO
$270M
$22.6M 0.23%
1,524,044
-23,106
-1% -$370K
NYAX
60
Nayax
NYAX
$2.55B
$22.4M 0.23%
663,061
+16,200
+3% +$585K
ODD icon
61
ODDITY Tech
ODD
$654M
$22.3M 0.23%
515,621
– –
DT icon
62
Dynatrace
DT
$12.9B
$22.2M 0.23%
470,000
– –
VRNS icon
63
Varonis Systems
VRNS
$4.59B
$20.6M 0.21%
510,000
+70,000
+16% +$3.01M
XBI icon
64
State Street SPDR S&P Biotech ETF
XBI
$9.95B
$20.6M 0.21%
254,000
-280,000
-52% -$25M
RSKD icon
65
Riskified
RSKD
$694M
$19.8M 0.2%
4,278,883
– –
SPNS
66
DELISTED
Sapiens International
SPNS
$15.8M 0.16%
580,587
– –
RUN icon
67
Sunrun
RUN
$2.34B
$14.7M 0.15%
2,500,000
+500,000
+25% +$4.12M
PGY icon
68
Pagaya Technologies
PGY
$1.6B
$12.7M 0.13%
1,214,349
-200,000
-14% -$2.22M
GILT icon
69
Gilat Satellite Networks
GILT
$834M
$12.1M 0.12%
1,904,120
– –
HIPO icon
70
Hippo Holdings
HIPO
$830M
$11.7M 0.12%
457,416
-95,736
-17% -$2.66M
ALLT icon
71
Allot
ALLT
$372M
$8.94M 0.09%
1,564,990
– –
WIX icon
72
WIX.com
WIX
$2.3B
$6.21M 0.06%
+38,000
New +$7.89M
SPHD icon
73
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.34B
$6.13M 0.06%
122,000
– –
ZM icon
74
Zoom
ZM
$28.2B
$5.9M 0.06%
+80,000
New +$6.38M
DOX icon
75
Amdocs
DOX
$5.92B
$5.49M 0.06%
+60,000
New +$5.24M
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.