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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
TECK icon
176
Teck Resources
TECK
$29.6B
$14K ﹤0.01%
289
-191
-40% -$8.27K
TXN icon
177
Texas Instruments
TXN
$252B
$14K ﹤0.01%
83
-130
-61% -$22.3K
ABT icon
178
Abbott
ABT
$183B
$13K ﹤0.01%
106
-4
-4% -$510
CB icon
179
Chubb
CB
$135B
$13K ﹤0.01%
41
-3
-7% -$877
COO icon
180
Cooper Companies
COO
$14.1B
$13K ﹤0.01%
157
+25
+19% +$1.87K
EMBJ
181
Embraer S.A. ADS
EMBJ
$12.2B
$13K ﹤0.01%
205
-32
-14% -$2.01K
TT icon
182
Trane Technologies
TT
$100B
$13K ﹤0.01%
33
-9
-21% -$3.72K
HOOD icon
183
Robinhood
HOOD
$77.8B
$12K ﹤0.01%
+102
New +$13.3K
MELI icon
184
Mercado Libre
MELI
$95.2B
$12K ﹤0.01%
6
-2
-25% -$4.2K
GWW icon
185
W.W. Grainger
GWW
$65.3B
$11K ﹤0.01%
11
-2
-15% -$1.94K
NOW icon
186
ServiceNow
NOW
$115B
$11K ﹤0.01%
70
-5
-7% -$858
PEP icon
187
PepsiCo
PEP
$190B
$11K ﹤0.01%
76
-9
-11% -$1.32K
PGR icon
188
Progressive
PGR
$123B
$11K ﹤0.01%
48
-4
-8% -$903
TBLAW
189
CALL
DELISTED
Taboola.com Ltd Warrant
TBLAW
$11K ﹤0.01%
239,998
– –
COP icon
190
ConocoPhillips
COP
$147B
$10K ﹤0.01%
104
-154
-60% -$13.9K
RF icon
191
Regions Financial
RF
$26.4B
$10K ﹤0.01%
+381
New +$9.73K
UNH icon
192
UnitedHealth
UNH
$376B
$10K ﹤0.01%
31
-15
-33% -$5.08K
AMT icon
193
American Tower
AMT
$80.8B
$9K ﹤0.01%
52
-155,082
-100% -$28.2M
BDX icon
194
Becton Dickinson
BDX
$45.6B
$9K ﹤0.01%
47
-10
-18% -$1.9K
COST icon
195
Costco
COST
$422B
$9K ﹤0.01%
10
-1
-9% -$906
EQT icon
196
EQT Corp
EQT
$33.3B
$9K ﹤0.01%
169
– –
INTU icon
197
Intuit
INTU
$86.5B
$9K ﹤0.01%
13
-2
-13% -$1.32K
ACN icon
198
Accenture
ACN
$102B
$8K ﹤0.01%
28
-4
-13% -$1.02K
CRWD icon
199
CrowdStrike
CRWD
$194B
$8K ﹤0.01%
68
– –
A icon
200
Agilent Technologies
A
$39.1B
$7K ﹤0.01%
51
-7
-12% -$1.01K
6 7
8
9 10

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.