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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
+19.21%
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
$10.2B
AUM Growth
+$491M
Cap. Flow
-$1.06B
Cap. Flow %
-10.41%
Top 10 Hldgs %
49.14%
Holding
217
New
15
Increased
57
Reduced
81
Closed
12

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$334M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$120M
3
BUG icon
Global X Cybersecurity ETF
BUG
+$85.7M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$73.9M
5
CYBR
CyberArk
CYBR
+$60.9M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.1B
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$385M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$89M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$87.6M
5
KLAC icon
KLA
KLAC
+$57.9M

Sector Composition

Rank Sector Weight
1 Miscellaneous 45.62%
2 Technology 26.2%
3 Industrials 6.6%
4 Healthcare 6.58%
5 Utilities 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
151
MSCI
MSCI
$39.6B
$24K ﹤0.01%
+42
New +$23.2K
ICE icon
152
Intercontinental Exchange
ICE
$88.1B
$22K ﹤0.01%
119
+17
+17% +$2.92K
MRK icon
153
Merck
MRK
$355B
$22K ﹤0.01%
269
-6,284
-96% -$500K
CSTE icon
154
Caesarstone
CSTE
$104M
$21K ﹤0.01%
10,743
– –
RTX icon
155
RTX Corp
RTX
$263B
$21K ﹤0.01%
145
-13
-8% -$1.73K
GOOG icon
156
Alphabet (Google) Class C
GOOG
$4.18T
$20K ﹤0.01%
112
-8
-7% -$1.32K
ORLY icon
157
O'Reilly Automotive
ORLY
$68.9B
$20K ﹤0.01%
225
-30
-12% -$2.73K
TSLA icon
158
Tesla
TSLA
$1.41T
$20K ﹤0.01%
63
-4
-6% -$1.21K
TT icon
159
Trane Technologies
TT
$93B
$20K ﹤0.01%
46
-12
-21% -$4.73K
AMD icon
160
Advanced Micro Devices
AMD
$823B
$18K ﹤0.01%
124
-8
-6% -$871
CVX icon
161
Chevron
CVX
$427B
$18K ﹤0.01%
124
-13
-9% -$1.83K
GM icon
162
General Motors
GM
$74.9B
$18K ﹤0.01%
364
-24
-6% -$1.14K
MCD icon
163
McDonald's
MCD
$179B
$18K ﹤0.01%
60
-4
-6% -$1.23K
UNP icon
164
Union Pacific
UNP
$169B
$18K ﹤0.01%
77
-7
-8% -$1.55K
PEP icon
165
PepsiCo
PEP
$185B
$17K ﹤0.01%
128
-4
-3% -$539
SRE icon
166
Sempra
SRE
$53.1B
$17K ﹤0.01%
229
-4
-2% -$297
TECK icon
167
Teck Resources
TECK
$31.7B
$17K ﹤0.01%
+421
New +$15.2K
ABT icon
168
Abbott
ABT
$177B
$16K ﹤0.01%
114
-23
-17% -$3.03K
AZN icon
169
AstraZeneca
AZN
$251B
$16K ﹤0.01%
115
-4
-3% -$561
BN icon
170
Brookfield
BN
$82.9B
$16K ﹤0.01%
393
+15
+4% +$556
PGR icon
171
Progressive
PGR
$129B
$16K ﹤0.01%
61
-1
-2% -$274
CCEP icon
172
Coca-Cola Europacific Partners
CCEP
$45.4B
$15K ﹤0.01%
165
+51
+45% +$4.57K
MNST icon
173
Monster Beverage
MNST
$87.4B
$15K ﹤0.01%
494
-16
-3% -$489
NOW icon
174
ServiceNow
NOW
$147B
$15K ﹤0.01%
75
-45
-38% -$8.49K
CB icon
175
Chubb
CB
$132B
$14K ﹤0.01%
48
-70
-59% -$20.1K
5 6
7
8 9

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Clal Insurance held 217 positions worth $10.2B, up 5.1% from $9.68B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clal Insurance withdrew a net $1.06B in Q2 2025, closing 12 positions and reducing 81 holdings. Its most notable exit was Hippo Holdings, an estimated $11.7M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, down from 51% a quarter earlier, followed by Technology and Industrials.

Against the trend, Clal Insurance opened a new position in Global X Cybersecurity ETF worth $92.8M.

  • Clal Insurance's largest Q2 2025 buy was Global X Cybersecurity ETF: 2,500,000 shares worth $92.8M.
  • Clal Insurance added most to Invesco NASDAQ 100 ETF in Q2 2025, an estimated $334M increase.
  • Clal Insurance's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.1B.
  • Clal Insurance fully exited Hippo Holdings in Q2 2025, selling an estimated $11.7M.
  • Clal Insurance's ten largest holdings make up 49% of its $10.2B portfolio in Q2 2025.
  • Clal Insurance opened 15 new positions and closed 12 in Q2 2025.
  • Clal Insurance's portfolio value rose 5.1% quarter-over-quarter to $10.2B.

Based on Clal Insurance's 13F filing for Q2 2025, filed 12 Aug 2025.