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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
BR icon
151
Broadridge
BR
$17.8B
$26K ﹤0.01%
118
+5
+4% +$1.14K
EQIX icon
152
Equinix
EQIX
$101B
$26K ﹤0.01%
34
-5
-13% -$3.92K
GOOG icon
153
Alphabet (Google) Class C
GOOG
$4.36T
$26K ﹤0.01%
83
-18
-18% -$5.16K
XOM icon
154
ExxonMobil
XOM
$644B
$26K ﹤0.01%
213
-38
-15% -$4.41K
GM icon
155
General Motors
GM
$80.4B
$23K ﹤0.01%
283
-53
-16% -$3.74K
MRSH
156
Marsh
MRSH
$90.5B
$23K ﹤0.01%
125
+82
+191% +$15.3K
BJ icon
157
BJs Wholesale Club
BJ
$12.5B
$22K ﹤0.01%
247
+74
+43% +$6.79K
PM icon
158
Philip Morris
PM
$297B
$22K ﹤0.01%
135
-25
-16% -$3.87K
TSLA icon
159
Tesla
TSLA
$1.23T
$22K ﹤0.01%
49
-9
-16% -$3.99K
CBRE icon
160
CBRE Group
CBRE
$42.5B
$21K ﹤0.01%
128
-37
-22% -$5.82K
GS icon
161
Goldman Sachs
GS
$300B
$21K ﹤0.01%
24
-44
-65% -$35.9K
CCEP icon
162
Coca-Cola Europacific Partners
CCEP
$48.3B
$20K ﹤0.01%
215
-33
-13% -$2.98K
CSTE icon
163
Caesarstone
CSTE
$72.3M
$20K ﹤0.01%
10,743
– –
BN icon
164
Brookfield
BN
$104B
$19K ﹤0.01%
407
+23
+6% +$1.05K
RTX icon
165
RTX Corp
RTX
$290B
$19K ﹤0.01%
106
-25
-19% -$4.34K
CVX icon
166
Chevron
CVX
$392B
$18K ﹤0.01%
116
-21
-15% -$3.2K
MRK icon
167
Merck
MRK
$322B
$17K ﹤0.01%
158
-90
-36% -$8.45K
AZN icon
168
AstraZeneca
AZN
$263B
$16K ﹤0.01%
85
-20
-19% -$3.51K
PG icon
169
Procter & Gamble
PG
$336B
$16K ﹤0.01%
114
-20
-15% -$2.95K
ALC icon
170
Alcon
ALC
$33.6B
$15K ﹤0.01%
+189
New +$14.6K
MCD icon
171
McDonald's
MCD
$192B
$15K ﹤0.01%
49
-7
-13% -$2.14K
MNST icon
172
Monster Beverage
MNST
$94.3B
$15K ﹤0.01%
196
-16
-8% -$1.15K
APH icon
173
Amphenol
APH
$198B
$14K ﹤0.01%
107
-8
-7% -$1.07K
CME icon
174
CME Group
CME
$96.3B
$14K ﹤0.01%
50
+6
+14% +$1.63K
ORLY icon
175
O'Reilly Automotive
ORLY
$72.9B
$14K ﹤0.01%
155
-48
-24% -$4.69K
5 6
7
8 9

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.