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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
+10.06%
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
$16.6B
AUM Growth
+$1.11B
Cap. Flow
+$324M
Cap. Flow %
1.95%
Top 10 Hldgs %
55.47%
Holding
233
New
18
Increased
56
Reduced
85
Closed
19

Top Buys

Rank Stock Value
1
MAGS icon
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
+$294M
2
SHLD icon
Global X Defense Tech ETF
SHLD
+$127M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$117M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$115M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$104M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$319M
2
SNDK
Sandisk
SNDK
+$126M
3
TSEM icon
Tower Semiconductor
TSEM
+$114M
4
MGIC
Magic Software Enterprises
MGIC
+$88.3M
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$88.2M

Sector Composition

Rank Sector Weight
1 Technology 21.85%
2 Industrials 10.01%
3 Utilities 8.17%
4 Healthcare 8.01%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
126
JPMorgan Chase
JPM
$965B
$56K ﹤0.01%
190
+5
+3% +$1.52K
XOM icon
127
ExxonMobil
XOM
$652B
$55K ﹤0.01%
326
+113
+53% +$16.5K
AZN icon
128
AstraZeneca
AZN
$244B
$50K ﹤0.01%
258
+173
+204% +$33.4K
PERI icon
129
Perion Network
PERI
$384M
$48K ﹤0.01%
4,804
– –
SPGI icon
130
S&P Global
SPGI
$125B
$48K ﹤0.01%
114
+29
+34% +$13.5K
AMD icon
131
Advanced Micro Devices
AMD
$789B
$43K ﹤0.01%
212
+24
+13% +$5.12K
HD icon
132
Home Depot
HD
$341B
$42K ﹤0.01%
128
-4
-3% -$1.46K
BAC icon
133
Bank of America
BAC
$448B
$41K ﹤0.01%
851
-11
-1% -$568
LIN icon
134
Linde
LIN
$220B
$39K ﹤0.01%
78
-7
-8% -$3.3K
PH icon
135
Parker-Hannifin
PH
$134B
$39K ﹤0.01%
44
-6
-12% -$5.68K
EMR icon
136
Emerson Electric
EMR
$91.6B
$38K ﹤0.01%
290
-10
-3% -$1.44K
ICE icon
137
Intercontinental Exchange
ICE
$87.2B
$38K ﹤0.01%
241
-3
-1% -$489
WM icon
138
Waste Management
WM
$89.6B
$35K ﹤0.01%
151
-5
-3% -$1.15K
UBER icon
139
Uber
UBER
$155B
$34K ﹤0.01%
478
-25,017
-98% -$1.93M
WAB icon
140
Wabtec
WAB
$50.3B
$34K ﹤0.01%
136
+5
+4% +$1.21K
BRK.B icon
141
Berkshire Hathaway Class B
BRK.B
$1.09T
$33K ﹤0.01%
69
-2
-3% -$982
NEE icon
142
NextEra Energy
NEE
$179B
$32K ﹤0.01%
345
-83
-19% -$7.38K
SRE icon
143
Sempra
SRE
$56.5B
$30K ﹤0.01%
304
-43
-12% -$3.94K
BSX icon
144
Boston Scientific
BSX
$74.9B
$28K ﹤0.01%
+448
New +$35.8K
EQIX icon
145
Equinix
EQIX
$106B
$28K ﹤0.01%
29
-5
-15% -$4.45K
WMT icon
146
Walmart Inc
WMT
$921B
$28K ﹤0.01%
228
-39
-15% -$4.79K
CVX icon
147
Chevron
CVX
$388B
$27K ﹤0.01%
130
+14
+12% +$2.55K
SNPS icon
148
Synopsys
SNPS
$78.8B
$27K ﹤0.01%
67
-4
-6% -$1.81K
CRM icon
149
Salesforce
CRM
$165B
$26K ﹤0.01%
139
-4
-3% -$829
APH icon
150
Amphenol
APH
$204B
$25K ﹤0.01%
198
+91
+85% +$12.8K
4 5
6
7 8

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CAM
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CHP
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Clal Insurance's Q1 2026 Portfolio in Review

As of Q1 2026, Clal Insurance held 233 positions worth $16.6B, up 7.2% from $15.5B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Clal Insurance's Q1 2026 filing shows 18 new, 56 increased, 85 reduced and 19 closed positions. Its largest new stake was Global X Defense Tech ETF: 1,700,000 shares worth $120M. The largest sale was Invesco NASDAQ 100 ETF, an estimated $319M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 22% a quarter earlier, followed by Industrials and Utilities.

  • Clal Insurance's largest Q1 2026 buy was Global X Defense Tech ETF: 1,700,000 shares worth $120M.
  • Clal Insurance added most to Listed Funds Trust Roundhill Magnificent Seven ETF in Q1 2026, an estimated $294M increase.
  • Clal Insurance's biggest Q1 2026 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $319M.
  • Clal Insurance fully exited Magic Software Enterprises in Q1 2026, selling an estimated $88.3M.
  • Clal Insurance's ten largest holdings make up 55% of its $16.6B portfolio in Q1 2026.
  • Clal Insurance opened 18 new positions and closed 19 in Q1 2026.
  • Clal Insurance's portfolio value rose 7.2% quarter-over-quarter to $16.6B.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.