We are live on ! Find out more
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
URI icon
126
United Rentals
URI
$67.2B
$41K ﹤0.01%
66
+56
+560% +$38.5K
EMR icon
127
Emerson Electric
EMR
$83.9B
$39K ﹤0.01%
354
+288
+436% +$34.7K
KVUE icon
128
Kenvue
KVUE
$36.9B
$39K ﹤0.01%
1,627
+1,287
+379% +$28.5K
PERI icon
129
Perion Network
PERI
$375M
$39K ﹤0.01%
4,804
– –
TBLAW
130
CALL
DELISTED
Taboola.com Ltd Warrant
TBLAW
$39K ﹤0.01%
239,998
– –
COP icon
131
ConocoPhillips
COP
$147B
$38K ﹤0.01%
363
+293
+419% +$29.2K
TMO icon
132
Thermo Fisher Scientific
TMO
$213B
$38K ﹤0.01%
77
+63
+450% +$34.1K
CB icon
133
Chubb
CB
$135B
$36K ﹤0.01%
118
+94
+392% +$26.1K
BR icon
134
Broadridge
BR
$17.8B
$35K ﹤0.01%
143
+117
+450% +$27.5K
XOM icon
135
ExxonMobil
XOM
$644B
$35K ﹤0.01%
298
+238
+397% +$26.3K
PM icon
136
Philip Morris
PM
$297B
$34K ﹤0.01%
+213
New +$30.2K
UNH icon
137
UnitedHealth
UNH
$376B
$32K ﹤0.01%
62
+50
+417% +$25.6K
WMT icon
138
Walmart Inc
WMT
$885B
$32K ﹤0.01%
362
+294
+432% +$27.6K
AMAT icon
139
Applied Materials
AMAT
$403B
$31K ﹤0.01%
214
+174
+435% +$29.3K
ADBE icon
140
Adobe
ADBE
$99.5B
$29K ﹤0.01%
76
-146,860
-100% -$63M
IQV icon
141
IQVIA
IQV
$38.7B
$28K ﹤0.01%
161
+131
+437% +$25.4K
SNPS icon
142
Synopsys
SNPS
$74.4B
$28K ﹤0.01%
65
+53
+442% +$25.7K
VRTX icon
143
Vertex Pharmaceuticals
VRTX
$121B
$27K ﹤0.01%
55
+45
+450% +$21K
CSTE icon
144
Caesarstone
CSTE
$72.3M
$26K ﹤0.01%
10,743
– –
GS icon
145
Goldman Sachs
GS
$300B
$25K ﹤0.01%
+45
New +$27.1K
MLM icon
146
Martin Marietta Materials
MLM
$31.5B
$24K ﹤0.01%
50
+42
+525% +$21.3K
ORLY icon
147
O'Reilly Automotive
ORLY
$72.9B
$24K ﹤0.01%
255
+195
+325% +$17K
CVX icon
148
Chevron
CVX
$392B
$23K ﹤0.01%
137
+111
+427% +$17.4K
MELI icon
149
Mercado Libre
MELI
$95.2B
$21K ﹤0.01%
11
+9
+450% +$17.9K
RTX icon
150
RTX Corp
RTX
$290B
$21K ﹤0.01%
158
+126
+394% +$16K
4 5
6
7 8

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.