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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
-3.05%
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
$9.68B
AUM Growth
-$1.43B
Cap. Flow
-$776M
Cap. Flow %
-8.01%
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 Miscellaneous 50.8%
2 Technology 20.46%
3 Healthcare 7.34%
4 Industrials 6.29%
5 Utilities 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBRE icon
151
CBRE Group
CBRE
$40.6B
$20K ﹤0.01%
+150
New +$20.4K
CRM icon
152
Salesforce
CRM
$210B
$20K ﹤0.01%
73
+47
+181% +$14.6K
MCD icon
153
McDonald's
MCD
$179B
$20K ﹤0.01%
64
+52
+433% +$15.6K
ON icon
154
ON Semiconductor
ON
$28.5B
$20K ﹤0.01%
502
+404
+412% +$20.3K
PEP icon
155
PepsiCo
PEP
$185B
$20K ﹤0.01%
132
+82
+164% +$12.2K
TT icon
156
Trane Technologies
TT
$93B
$20K ﹤0.01%
58
+46
+383% +$16.6K
TXN icon
157
Texas Instruments
TXN
$241B
$20K ﹤0.01%
113
+91
+414% +$17K
UNP icon
158
Union Pacific
UNP
$169B
$20K ﹤0.01%
84
+68
+425% +$16.4K
ETN icon
159
Eaton
ETN
$152B
$19K ﹤0.01%
71
+59
+492% +$18.4K
GOOG icon
160
Alphabet (Google) Class C
GOOG
$4.18T
$19K ﹤0.01%
120
+96
+400% +$17.6K
NOW icon
161
ServiceNow
NOW
$147B
$19K ﹤0.01%
120
+100
+500% +$19.3K
ABT icon
162
Abbott
ABT
$177B
$18K ﹤0.01%
137
+105
+328% +$13.4K
CME icon
163
CME Group
CME
$98.9B
$18K ﹤0.01%
+67
New +$16.5K
GM icon
164
General Motors
GM
$74.9B
$18K ﹤0.01%
388
+312
+411% +$15.4K
ICE icon
165
Intercontinental Exchange
ICE
$88.1B
$18K ﹤0.01%
102
+80
+364% +$13.1K
PGR icon
166
Progressive
PGR
$129B
$18K ﹤0.01%
62
+52
+520% +$13.6K
AZN icon
167
AstraZeneca
AZN
$251B
$17K ﹤0.01%
119
+96
+417% +$13.9K
SRE icon
168
Sempra
SRE
$53.1B
$17K ﹤0.01%
233
+181
+348% +$14.1K
TSLA icon
169
Tesla
TSLA
$1.41T
$17K ﹤0.01%
67
-159,945
-100% -$53.3M
TTEK icon
170
Tetra Tech
TTEK
$9.4B
$17K ﹤0.01%
575
+547
+1,954% +$18.4K
DHR icon
171
Danaher
DHR
$147B
$16K ﹤0.01%
+78
New +$17K
IDXX icon
172
Idexx Laboratories
IDXX
$40.2B
$16K ﹤0.01%
38
+30
+375% +$13K
MNST icon
173
Monster Beverage
MNST
$87.4B
$15K ﹤0.01%
510
+410
+410% +$10.7K
AMD icon
174
Advanced Micro Devices
AMD
$823B
$14K ﹤0.01%
132
-314,894
-100% -$35M
BN icon
175
Brookfield
BN
$82.9B
$13K ﹤0.01%
+378
New +$14.3K
5 6
7
8 9

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 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 $776M 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 Miscellaneous at 51% of assets, up from 48% a quarter earlier, followed by Technology and Healthcare.

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.