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CI

Clal Insurance Portfolio holdings

AUM $22.3B
1-Year Est. Return 79.91%
This Fund
S&P 500
This Quarter Est. Return
+19.21%
1 Year Est. Return
+79.91%
3 Year Est. Return
+201.85%
5 Year Est. Return
+220.25%
10 Year Est. Return
+954.66%
AUM
$10.2B
AUM Growth
+$491M
Cap. Flow
-$1.06B
Cap. Flow %
-10.41%
Top 10 Hldgs %
49.14%
Holding
217
New
15
Increased
57
Reduced
81
Closed
12

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$334M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$120M
3
BUG icon
Global X Cybersecurity ETF
BUG
+$85.7M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$73.9M
5
CYBR
CyberArk
CYBR
+$60.9M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.1B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$385M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$89M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$87.6M
5
KLAC icon
KLA
KLAC
+$57.9M

Sector Composition

Rank Sector Weight
1 Miscellaneous 45.62%
2 Technology 26.2%
3 Industrials 6.6%
4 Healthcare 6.58%
5 Utilities 5.17%
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
$7.94B
$663K 0.01%
16,000
– –
FEZ icon
102
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$657K 0.01%
11,000
-9,000
-45% -$514K
IYF icon
103
iShares US Financials ETF
IYF
$4.35B
$605K 0.01%
5,000
-5,000
-50% -$563K
QQQ icon
104
Invesco QQQ Trust
QQQ
$476B
$552K 0.01%
+1,000
New +$497K
KVUE icon
105
Kenvue
KVUE
$34.1B
$547K 0.01%
26,142
+24,515
+1,507% +$558K
ISRG icon
106
Intuitive Surgical
ISRG
$131B
$543K 0.01%
1,000
– –
IWR icon
107
iShares Russell Mid-Cap ETF
IWR
$55.5B
$442K ﹤0.01%
4,804
– –
VNQ icon
108
Vanguard Real Estate ETF
VNQ
$37B
$290K ﹤0.01%
3,255
– –
MNDY icon
109
monday.com
MNDY
$4.05B
$277K ﹤0.01%
882
– –
ICLN icon
110
iShares Global Clean Energy ETF
ICLN
$2.1B
$259K ﹤0.01%
19,773
– –
SCHE icon
111
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$258K ﹤0.01%
8,548
-809
-9% -$22.9K
REE
112
DELISTED
REE Automotive
REE
$231K ﹤0.01%
387,500
– –
DRTSW icon
113
CALL
Alpha Tau Medical Warrant
DRTSW
$87.6M
$144K ﹤0.01%
599,999
– –
JPM icon
114
JPMorgan Chase
JPM
$927B
$77K ﹤0.01%
264
-52
-16% -$13.3K
BAC icon
115
Bank of America
BAC
$413B
$62K ﹤0.01%
1,316
-18
-1% -$757
HD icon
116
Home Depot
HD
$307B
$60K ﹤0.01%
164
-12
-7% -$4.34K
TBLAW
117
CALL
DELISTED
Taboola.com Ltd Warrant
TBLAW
$58K ﹤0.01%
239,998
– –
GS icon
118
Goldman Sachs
GS
$285B
$54K ﹤0.01%
77
+32
+71% +$18.5K
PERI icon
119
Perion Network
PERI
$354M
$49K ﹤0.01%
4,804
– –
EMR icon
120
Emerson Electric
EMR
$82.5B
$48K ﹤0.01%
359
+5
+1% +$574
PH icon
121
Parker-Hannifin
PH
$117B
$47K ﹤0.01%
68
-5
-7% -$3.16K
CRM icon
122
Salesforce
CRM
$211B
$45K ﹤0.01%
164
+91
+125% +$24.3K
URI icon
123
United Rentals
URI
$61.9B
$45K ﹤0.01%
60
-6
-9% -$4.01K
AMAT icon
124
Applied Materials
AMAT
$339B
$44K ﹤0.01%
241
+27
+13% +$4.28K
SPGI icon
125
S&P Global
SPGI
$122B
$44K ﹤0.01%
84
-4
-5% -$2K
3 4
5
6 7

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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

Clal Insurance's Q2 2025 Portfolio in Review

As of Q2 2025, Clal Insurance held 217 positions worth $10.2B, up 5.1% from $9.68B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clal Insurance withdrew a net $1.06B in Q2 2025, closing 12 positions and reducing 81 holdings. Its most notable exit was Hippo Holdings, an estimated $11.7M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, down from 51% a quarter earlier, followed by Technology and Industrials.

Against the trend, Clal Insurance opened a new position in Global X Cybersecurity ETF worth $92.8M.

  • Clal Insurance's largest Q2 2025 buy was Global X Cybersecurity ETF: 2,500,000 shares worth $92.8M.
  • Clal Insurance added most to Invesco NASDAQ 100 ETF in Q2 2025, an estimated $334M increase.
  • Clal Insurance's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.1B.
  • Clal Insurance fully exited Hippo Holdings in Q2 2025, selling an estimated $11.7M.
  • Clal Insurance's ten largest holdings make up 49% of its $10.2B portfolio in Q2 2025.
  • Clal Insurance opened 15 new positions and closed 12 in Q2 2025.
  • Clal Insurance's portfolio value rose 5.1% quarter-over-quarter to $10.2B.

Based on Clal Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.