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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
XLRE icon
101
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$670K 0.01%
16,000
– –
ASML icon
102
ASML
ASML
$626B
$669K 0.01%
1,009
+7
+0.7% +$5.09K
REAI icon
103
Intelligent Real Estate ETF
REAI
$1.07M
$606K 0.01%
30,000
– –
GE icon
104
GE Aerospace
GE
$374B
$602K 0.01%
+3,000
New +$590K
MRK icon
105
Merck
MRK
$322B
$593K 0.01%
6,553
+6,437
+5,549% +$601K
ISRG icon
106
Intuitive Surgical
ISRG
$127B
$495K 0.01%
+1,000
New +$553K
IWR icon
107
iShares Russell Mid-Cap ETF
IWR
$56B
$409K ﹤0.01%
4,804
– –
VNQ icon
108
Vanguard Real Estate ETF
VNQ
$39.2B
$295K ﹤0.01%
3,255
– –
IXC icon
109
iShares Global Energy ETF
IXC
$2.79B
$273K ﹤0.01%
+6,500
New +$261K
SCHE icon
110
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$258K ﹤0.01%
9,357
+8,625
+1,178% +$236K
ICLN icon
111
iShares Global Clean Energy ETF
ICLN
$2.31B
$226K ﹤0.01%
19,773
– –
MNDY icon
112
monday.com
MNDY
$3.68B
$214K ﹤0.01%
882
– –
DRTSW icon
113
CALL
Alpha Tau Medical Warrant
DRTSW
$63M
$143K ﹤0.01%
599,999
– –
JPM icon
114
JPMorgan Chase
JPM
$935B
$78K ﹤0.01%
316
+252
+394% +$64.2K
SCHF icon
115
Schwab International Equity ETF
SCHF
$66.6B
$74K ﹤0.01%
3,758
-7,662
-67% -$150K
HD icon
116
Home Depot
HD
$331B
$65K ﹤0.01%
176
+142
+418% +$55.3K
JNJ icon
117
Johnson & Johnson
JNJ
$618B
$65K ﹤0.01%
392
+312
+390% +$48.8K
BAC icon
118
Bank of America
BAC
$435B
$56K ﹤0.01%
1,334
+970
+266% +$43.2K
BRK.B icon
119
Berkshire Hathaway Class B
BRK.B
$1.1T
$53K ﹤0.01%
99
+79
+395% +$38.4K
LIN icon
120
Linde
LIN
$221B
$51K ﹤0.01%
109
+89
+445% +$40.1K
WM icon
121
Waste Management
WM
$90.6B
$47K ﹤0.01%
202
+160
+381% +$35.4K
SPGI icon
122
S&P Global
SPGI
$121B
$45K ﹤0.01%
88
+68
+340% +$34.7K
PH icon
123
Parker-Hannifin
PH
$123B
$44K ﹤0.01%
73
+59
+421% +$38.6K
BDX icon
124
Becton Dickinson
BDX
$45.6B
$42K ﹤0.01%
182
+144
+379% +$33.4K
NEE icon
125
NextEra Energy
NEE
$181B
$41K ﹤0.01%
579
+489
+543% +$34.5K
3 4
5
6 7

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.