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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
+12.5%
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
$15.5B
AUM Growth
+$2.39B
Cap. Flow
+$1.13B
Cap. Flow %
7.3%
Top 10 Hldgs %
54.27%
Holding
232
New
17
Increased
52
Reduced
93
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$456M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$424M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$304M
4
VHT icon
Vanguard Health Care ETF
VHT
+$244M
5
ESLT icon
Elbit Systems
ESLT
+$199M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$279M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$217M
3
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$144M
4
MU icon
Micron Technology
MU
+$136M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$126M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.25%
2 Technology 21.56%
3 Healthcare 8.64%
4 Industrials 7.63%
5 Utilities 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
101
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$1.88M 0.01%
35,000
– –
VRTX icon
102
Vertex Pharmaceuticals
VRTX
$139B
$1.82M 0.01%
4,023
-3
-0.1% -$1.29K
IBM icon
103
IBM
IBM
$225B
$1.63M 0.01%
5,500
+1,000
+22% +$299K
ISRG icon
104
Intuitive Surgical
ISRG
$130B
$1.43M 0.01%
2,525
+496
+24% +$264K
DXCM icon
105
DexCom
DXCM
$33.7B
$1.33M 0.01%
20,051
+14,051
+234% +$908K
MDWD icon
106
MediWound
MDWD
$171M
$1.31M 0.01%
71,000
+13,196
+23% +$241K
TRIP icon
107
TripAdvisor
TRIP
$1.15B
$1.17M 0.01%
+80,000
New +$1.22M
IDU icon
108
iShares US Utilities ETF
IDU
$1.32B
$1.08M 0.01%
+10,000
New +$1.12M
VBR icon
109
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$1.06M 0.01%
5,000
+2,000
+67% +$419K
VGT icon
110
Vanguard Information Technology ETF
VGT
$150B
$1.05M 0.01%
11,136
– –
IONQ icon
111
IonQ
IONQ
$17.2B
$897K 0.01%
20,000
+6,500
+48% +$364K
AISPW
112
CALL
Airship AI Holdings Warrants
AISPW
$16.5M
$810K 0.01%
1,012,499
– –
XLRE icon
113
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.41B
$646K ﹤0.01%
16,000
– –
IYR icon
114
iShares US Real Estate ETF
IYR
$4.6B
$469K ﹤0.01%
+5,000
New +$477K
IWR icon
115
iShares Russell Mid-Cap ETF
IWR
$57.6B
$462K ﹤0.01%
4,804
– –
RGTI icon
116
Rigetti Computing
RGTI
$5.49B
$443K ﹤0.01%
20,000
+3,000
+18% +$97.8K
SCHE icon
117
Schwab Emerging Markets Equity ETF
SCHE
$13B
$341K ﹤0.01%
10,414
-2,263
-18% -$75.5K
ICLN icon
118
iShares Global Clean Energy ETF
ICLN
$2.23B
$325K ﹤0.01%
19,773
– –
CAI
119
Caris Life Sciences
CAI
$7.45B
$322K ﹤0.01%
+11,930
New +$336K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$38.8B
$288K ﹤0.01%
3,255
– –
REE
121
DELISTED
REE Automotive
REE
$285K ﹤0.01%
387,500
– –
FEZ icon
122
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.52B
$223K ﹤0.01%
3,460
-11,000
-76% -$694K
DRTSW icon
123
CALL
Alpha Tau Medical Warrant
DRTSW
$93.6M
$204K ﹤0.01%
599,999
– –
QBTS icon
124
D-Wave Quantum Inc
QBTS
$6.67B
$183K ﹤0.01%
+7,000
New +$204K
MNDY icon
125
monday.com
MNDY
$4.21B
$130K ﹤0.01%
882
– –
3 4
5
6 7

Similar funds

LF
Lansforsakringar Fondforvaltning Stockholm, Sweden $22.3B AUM 36.19% 1-Year Est. Return
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 Q4 2025 Portfolio in Review

As of Q4 2025, Clal Insurance held 232 positions worth $15.5B, up 18% from $13.1B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Clal Insurance deployed $1.13B of net new capital in Q4 2025, opening 17 new positions and adding to 52 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 1,600,000 shares worth $306M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, down from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Invesco NASDAQ 100 ETF, an estimated $279M trimmed.

  • Clal Insurance's largest Q4 2025 buy was Invesco S&P 500 Equal Weight ETF: 1,600,000 shares worth $306M.
  • Clal Insurance added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $456M increase.
  • Clal Insurance's biggest Q4 2025 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $279M.
  • Clal Insurance fully exited WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025, selling an estimated $51.6M.
  • Clal Insurance's ten largest holdings make up 54% of its $15.5B portfolio in Q4 2025.
  • Clal Insurance opened 17 new positions and closed 17 in Q4 2025.
  • Clal Insurance's portfolio value rose 18% quarter-over-quarter to $15.5B.

Based on Clal Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.