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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
-3.05%
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
$9.68B
AUM Growth
-$1.43B
Cap. Flow
-$774M
Cap. Flow %
-8%
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 Technology 20.46%
2 Healthcare 7.34%
3 Industrials 6.29%
4 Utilities 4.32%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
176
Elevance Health
ELV
$81.5B
$13K ﹤0.01%
29
+23
+383% +$9.23K
GWW icon
177
W.W. Grainger
GWW
$65.3B
$12K ﹤0.01%
12
+10
+500% +$10.3K
ACN icon
178
Accenture
ACN
$102B
$11K ﹤0.01%
34
+28
+467% +$9.89K
COST icon
179
Costco
COST
$422B
$11K ﹤0.01%
12
+10
+500% +$9.75K
EMBJ
180
Embraer S.A. ADS
EMBJ
$12.2B
$11K ﹤0.01%
+233
New +$10.4K
MRSH
181
Marsh
MRSH
$90.5B
$11K ﹤0.01%
46
+38
+475% +$8.62K
TMUS icon
182
T-Mobile US
TMUS
$185B
$11K ﹤0.01%
42
+34
+425% +$8.38K
CCEP icon
183
Coca-Cola Europacific Partners
CCEP
$48.3B
$10K ﹤0.01%
+114
New +$9.3K
FIS icon
184
Fidelity National Information Services
FIS
$23.1B
$10K ﹤0.01%
136
+124
+1,033% +$9.32K
INTU icon
185
Intuit
INTU
$86.5B
$10K ﹤0.01%
16
+12
+300% +$7.21K
RF icon
186
Regions Financial
RF
$26.4B
$10K ﹤0.01%
430
+150
+54% +$3.5K
APH icon
187
Amphenol
APH
$198B
$9K ﹤0.01%
137
+111
+427% +$7.57K
CMS icon
188
CMS Energy
CMS
$22.6B
$9K ﹤0.01%
+118
New +$8.24K
SLB icon
189
SLB Ltd
SLB
$73.6B
$9K ﹤0.01%
221
+177
+402% +$7.25K
ECL icon
190
Ecolab
ECL
$78.1B
$8K ﹤0.01%
30
+24
+400% +$6.05K
ROST icon
191
Ross Stores
ROST
$80.5B
$7K ﹤0.01%
58
+42
+263% +$5.88K
AIG icon
192
American International
AIG
$41.7B
$6K ﹤0.01%
72
+54
+300% +$4.2K
LOW icon
193
Lowe's Companies
LOW
$117B
$6K ﹤0.01%
+26
New +$6.4K
AUDC icon
194
AudioCodes
AUDC
$244M
$5K ﹤0.01%
522
– –
BMRN icon
195
BioMarin Pharmaceuticals
BMRN
$11.6B
$5K ﹤0.01%
72
+56
+350% +$3.77K
MDLZ icon
196
Mondelez International
MDLZ
$79.5B
$5K ﹤0.01%
75
+59
+369% +$3.64K
IFF icon
197
International Flavors & Fragrances
IFF
$20.2B
$4K ﹤0.01%
53
+41
+342% +$3.38K
VST icon
198
Vistra
VST
$50B
$4K ﹤0.01%
+34
New +$5.08K
DRS icon
199
Leonardo DRS
DRS
$12.3B
$3K ﹤0.01%
90
– –
ACWI icon
200
iShares MSCI ACWI ETF
ACWI
$32.9B
– –
-69,600
Closed -$8.18M
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 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 $774M 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 Technology at 20% of assets, down from 22% a quarter earlier, followed by Healthcare and Industrials.

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.