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Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+5.41%
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
$11.1B
AUM Growth
-$200M
Cap. Flow
-$592M
Cap. Flow %
-5.33%
Top 10 Hldgs %
51.96%
Holding
215
New
92
Increased
21
Reduced
36
Closed
24

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$300M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$209M
3
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$198M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$182M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$175M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$351M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$230M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$208M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$190M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$138M

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Healthcare 8.93%
3 Communication Services 5.88%
4 Industrials 3.83%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEVA icon
76
CALL
Teva Pharmaceuticals
TEVA
$41.2B
$4.69M 0.04%
+15,377
New +$280K
QQQ icon
77
Invesco QQQ Trust
QQQ
$450B
$4.46M 0.04%
8,726
– –
XLC icon
78
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$4.27M 0.04%
44,100
– –
SPOT icon
79
Spotify
SPOT
$107B
$4.02M 0.04%
+8,987
New +$3.85M
AZ icon
80
A2Z Smart Technologies
AZ
$250M
$3.62M 0.03%
+546,652
New +$2.99M
REE
81
DELISTED
REE Automotive
REE
$3.42M 0.03%
387,500
-71,102
-16% -$569K
SEDG icon
82
SolarEdge
SEDG
$2.54B
$2.49M 0.02%
183,152
– –
SMH icon
83
VanEck Semiconductor ETF
SMH
$65B
$2.42M 0.02%
+10,000
New +$2.48M
EMXC icon
84
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$2.12M 0.02%
38,290
– –
AISPW
85
CALL
Airship AI Holdings Warrants
AISPW
$12.2M
$2.08M 0.02%
1,012,499
– –
CHKP icon
86
Check Point Software Technologies
CHKP
$13.1B
$1.94M 0.02%
10,411
– –
ARKO icon
87
ARKO Corp
ARKO
$903M
$1.93M 0.02%
293,542
– –
AVGO icon
88
Broadcom
AVGO
$1.85T
$1.64M 0.01%
7,082
-1,418
-17% -$262K
SNY icon
89
Sanofi
SNY
$103B
$965K 0.01%
20,000
– –
VGT icon
90
Vanguard Information Technology ETF
VGT
$139B
$866K 0.01%
11,136
– –
NVO
91
Novo Nordisk
NVO
$228B
$860K 0.01%
10,000
+4,000
+67% +$433K
ASML icon
92
ASML
ASML
$634B
$694K 0.01%
1,002
+2
+0.2% +$1.44K
UBER icon
93
Uber
UBER
$143B
$667K 0.01%
11,050
-4,950
-31% -$353K
XLRE icon
94
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$651K 0.01%
16,000
– –
REAI icon
95
Intelligent Real Estate ETF
REAI
$1.08M
$628K 0.01%
30,000
– –
IWR icon
96
iShares Russell Mid-Cap ETF
IWR
$56.1B
$425K ﹤0.01%
+4,804
New +$436K
VNQ icon
97
Vanguard Real Estate ETF
VNQ
$39.4B
$290K ﹤0.01%
3,255
– –
ICLN icon
98
iShares Global Clean Energy ETF
ICLN
$2.33B
$225K ﹤0.01%
19,773
– –
JNK icon
99
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
$214K ﹤0.01%
+2,240
New +$216K
SCHF icon
100
Schwab International Equity ETF
SCHF
$67B
$211K ﹤0.01%
+11,420
New +$223K
2 3
4
5 6

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 Q4 2024 Portfolio in Review

As of Q4 2024, Clal Insurance held 215 positions worth $11.1B, down 1.8% from $11.3B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clal Insurance withdrew a net $592M in Q4 2024, closing 24 positions and reducing 36 holdings. Its most notable exit was State Street Consumer Staples Select Sector SPDR ETF, an estimated $230M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Clal Insurance opened a new position in iShares Semiconductor ETF worth $289M.

  • Clal Insurance's largest Q4 2024 buy was iShares Semiconductor ETF: 1,343,000 shares worth $289M.
  • Clal Insurance added most to State Street Financial Select Sector SPDR ETF in Q4 2024, an estimated $182M increase.
  • Clal Insurance's biggest Q4 2024 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $351M.
  • Clal Insurance fully exited State Street Consumer Staples Select Sector SPDR ETF in Q4 2024, selling an estimated $230M.
  • Clal Insurance's ten largest holdings make up 52% of its $11.1B portfolio in Q4 2024.
  • Clal Insurance opened 92 new positions and closed 24 in Q4 2024.
  • Clal Insurance's portfolio value fell 1.8% quarter-over-quarter to $11.1B.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.