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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
+12.5%
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
$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 Technology 21.56%
2 Healthcare 8.64%
3 Industrials 7.63%
4 Utilities 5.99%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
126
Schwab International Equity ETF
SCHF
$66.6B
$73K ﹤0.01%
3,057
-673
-18% -$16K
JPM icon
127
JPMorgan Chase
JPM
$935B
$60K ﹤0.01%
185
-73
-28% -$22.6K
BAC icon
128
Bank of America
BAC
$435B
$47K ﹤0.01%
862
-430
-33% -$22.7K
PERI icon
129
Perion Network
PERI
$375M
$46K ﹤0.01%
4,804
– –
HD icon
130
Home Depot
HD
$331B
$45K ﹤0.01%
132
-25
-16% -$9.16K
PH icon
131
Parker-Hannifin
PH
$123B
$44K ﹤0.01%
50
-9
-15% -$7.37K
SPGI icon
132
S&P Global
SPGI
$121B
$44K ﹤0.01%
85
+17
+25% +$8.41K
AMD icon
133
Advanced Micro Devices
AMD
$776B
$40K ﹤0.01%
188
-60
-24% -$13.5K
EMR icon
134
Emerson Electric
EMR
$83.9B
$40K ﹤0.01%
300
-58
-16% -$7.69K
ICE icon
135
Intercontinental Exchange
ICE
$85.6B
$40K ﹤0.01%
244
+102
+72% +$16K
CRM icon
136
Salesforce
CRM
$151B
$38K ﹤0.01%
143
-20
-12% -$4.97K
BRK.B icon
137
Berkshire Hathaway Class B
BRK.B
$1.1T
$36K ﹤0.01%
71
-13
-15% -$6.47K
LIN icon
138
Linde
LIN
$221B
$36K ﹤0.01%
85
– –
NEE icon
139
NextEra Energy
NEE
$181B
$34K ﹤0.01%
428
-66
-13% -$5.47K
WM icon
140
Waste Management
WM
$90.6B
$34K ﹤0.01%
156
-27
-15% -$5.75K
JNJ icon
141
Johnson & Johnson
JNJ
$618B
$33K ﹤0.01%
159
-31
-16% -$6.13K
SNPS icon
142
Synopsys
SNPS
$74.4B
$33K ﹤0.01%
71
-8
-10% -$3.55K
SRE icon
143
Sempra
SRE
$57.9B
$31K ﹤0.01%
347
+127
+58% +$11.6K
WMT icon
144
Walmart Inc
WMT
$885B
$30K ﹤0.01%
267
-49
-16% -$5.26K
ADBE icon
145
Adobe
ADBE
$99.5B
$29K ﹤0.01%
83
-13
-14% -$4.42K
DHR icon
146
Danaher
DHR
$137B
$29K ﹤0.01%
127
+53
+72% +$11.7K
URI icon
147
United Rentals
URI
$67.2B
$29K ﹤0.01%
36
-15
-29% -$13K
TMO icon
148
Thermo Fisher Scientific
TMO
$213B
$28K ﹤0.01%
48
-34
-41% -$19.2K
WAB icon
149
Wabtec
WAB
$49.1B
$28K ﹤0.01%
131
+73
+126% +$15K
MLM icon
150
Martin Marietta Materials
MLM
$31.5B
$27K ﹤0.01%
43
-9
-17% -$5.6K
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 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 Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Industrials.

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.