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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
-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
MRVL icon
76
Marvell Technology
MRVL
$168B
$4.58M 0.05%
74,451
– –
XLC icon
77
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$4.25M 0.04%
44,100
– –
VLN icon
78
Valens Semiconductor
VLN
$170M
$4.05M 0.04%
1,984,537
– –
SEDG icon
79
SolarEdge
SEDG
$2.51B
$4.04M 0.04%
249,926
+66,774
+36% +$1.04M
AZ icon
80
A2Z Smart Technologies
AZ
$274M
$3.86M 0.04%
546,652
– –
TEVA icon
81
CALL
Teva Pharmaceuticals
TEVA
$40.8B
$2.64M 0.03%
60,000
+44,623
+290% +$797K
AMZN icon
82
CALL
Amazon
AMZN
$2.92T
$2.59M 0.03%
+2,700
New +$586K
CHKP icon
83
Check Point Software Technologies
CHKP
$13B
$2.37M 0.02%
10,411
– –
LRCX icon
84
CALL
Lam Research
LRCX
$367B
$2.24M 0.02%
+5,400
New +$425K
EMXC icon
85
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$2.11M 0.02%
38,290
– –
IDU icon
86
iShares US Utilities ETF
IDU
$1.35B
$1.52M 0.02%
+15,000
New +$1.5M
NFLX icon
87
Netflix
NFLX
$299B
$1.51M 0.02%
16,210
+16,170
+40,425% +$1.54M
SEDG icon
88
CALL
SolarEdge
SEDG
$2.51B
$1.38M 0.01%
+5,000
New +$77.8K
UBER icon
89
Uber
UBER
$143B
$1.35M 0.01%
18,584
+7,534
+68% +$543K
ASHR icon
90
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.54B
$1.33M 0.01%
50,000
-7,050,000
-99% -$187M
ARKO icon
91
ARKO Corp
ARKO
$896M
$1.16M 0.01%
293,542
– –
AISPW
92
CALL
Airship AI Holdings Warrants
AISPW
$12.5M
$1.13M 0.01%
1,012,499
– –
IYF icon
93
iShares US Financials ETF
IYF
$4.67B
$1.13M 0.01%
+10,000
New +$1.15M
FEZ icon
94
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.42B
$1.09M 0.01%
+20,000
New +$1.07M
REE
95
DELISTED
REE Automotive
REE
$1.03M 0.01%
387,500
– –
SNY icon
96
Sanofi
SNY
$103B
$998K 0.01%
18,000
-2,000
-10% -$108K
NVO
97
Novo Nordisk
NVO
$208B
$918K 0.01%
13,000
+3,000
+30% +$248K
BA icon
98
Boeing
BA
$171B
$853K 0.01%
+5,000
New +$865K
SOXX icon
99
iShares Semiconductor ETF
SOXX
$41.7B
$794K 0.01%
4,222
-1,338,778
-100% -$286M
VGT icon
100
Vanguard Information Technology ETF
VGT
$139B
$755K 0.01%
11,136
– –
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 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.