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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
BJ icon
151
BJs Wholesale Club
BJ
$11.9B
$24K ﹤0.01%
239
-8
-3% -$772
MRSH
152
Marsh
MRSH
$90B
$24K ﹤0.01%
139
+14
+11% +$2.52K
URI icon
153
United Rentals
URI
$69.7B
$24K ﹤0.01%
33
-3
-8% -$2.52K
GOOG icon
154
Alphabet (Google) Class C
GOOG
$4.21T
$23K ﹤0.01%
80
-3
-4% -$942
CCEP icon
155
Coca-Cola Europacific Partners
CCEP
$47.5B
$22K ﹤0.01%
247
+32
+15% +$3.07K
DHR icon
156
Danaher
DHR
$143B
$22K ﹤0.01%
117
-10
-8% -$2.13K
PM icon
157
Philip Morris
PM
$294B
$22K ﹤0.01%
131
-4
-3% -$695
CBRE icon
158
CBRE Group
CBRE
$44B
$20K ﹤0.01%
145
+17
+13% +$2.58K
MLM icon
159
Martin Marietta Materials
MLM
$32.7B
$20K ﹤0.01%
34
-9
-21% -$5.74K
NFLX icon
160
Netflix
NFLX
$326B
$20K ﹤0.01%
208
-19,943
-99% -$1.76M
RTX icon
161
RTX Corp
RTX
$297B
$20K ﹤0.01%
102
-4
-4% -$795
MRK icon
162
Merck
MRK
$334B
$19K ﹤0.01%
159
+1
+0.6% +$115
GM icon
163
General Motors
GM
$75.8B
$18K ﹤0.01%
238
-45
-16% -$3.58K
TMO icon
164
Thermo Fisher Scientific
TMO
$220B
$17K ﹤0.01%
35
-13
-27% -$7.05K
SUNB
165
Sunbelt Rentals Holdings
SUNB
$33.3B
$17K ﹤0.01%
+264
New +$18.5K
BN icon
166
Brookfield
BN
$111B
$16K ﹤0.01%
407
– –
PG icon
167
Procter & Gamble
PG
$335B
$16K ﹤0.01%
114
– –
ALC icon
168
Alcon
ALC
$35.5B
$15K ﹤0.01%
204
+15
+8% +$1.2K
MCD icon
169
McDonald's
MCD
$193B
$15K ﹤0.01%
47
-2
-4% -$637
RF icon
170
Regions Financial
RF
$27B
$15K ﹤0.01%
581
+200
+52% +$5.58K
TT icon
171
Trane Technologies
TT
$105B
$15K ﹤0.01%
36
+3
+9% +$1.27K
ORLY icon
172
O'Reilly Automotive
ORLY
$74.9B
$14K ﹤0.01%
155
– –
TXN icon
173
Texas Instruments
TXN
$250B
$14K ﹤0.01%
74
-9
-11% -$1.82K
ABT icon
174
Abbott
ABT
$193B
$13K ﹤0.01%
131
+25
+24% +$2.82K
MNST icon
175
Monster Beverage
MNST
$91.4B
$13K ﹤0.01%
358
-34
-9% -$1.34K
5 6
7
8 9

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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.