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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
AVAV icon
201
AeroVironment
AVAV
$7.56B
– –
-82,863
Closed -$12.8M
AWK icon
202
American Water Works
AWK
$26.7B
– –
-32
Closed -$4K
CF icon
203
CF Industries
CF
$19.2B
$0 ﹤0.01%
1
– –
DRIO icon
204
DarioHealth
DRIO
$70.9M
$0 ﹤0.01%
1
– –
ELAN icon
205
Elanco Animal Health
ELAN
$13.2B
– –
-134
Closed -$2K
ITUB icon
206
Itaú Unibanco
ITUB
$93.2B
– –
-252
Closed -$1K
IVV icon
207
iShares Core S&P 500 ETF
IVV
$878B
– –
-277
Closed -$163K
JNK icon
208
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
– –
-2,240
Closed -$214K
LPSN icon
209
LivePerson
LPSN
$21.8M
$0 ﹤0.01%
9
– –
MDY icon
210
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
– –
-122
Closed -$70K
NDAQ icon
211
Nasdaq
NDAQ
$52.7B
– –
-24
Closed -$2K
PG icon
212
Procter & Gamble
PG
$336B
– –
-36
Closed -$6K
PPG icon
213
PPG Industries
PPG
$24.6B
– –
-8
Closed -$1K
QQQ icon
214
Invesco QQQ Trust
QQQ
$453B
– –
-8,726
Closed -$4.46M
SMH icon
215
VanEck Semiconductor ETF
SMH
$65.2B
– –
-10,000
Closed -$2.42M
SPOT icon
216
Spotify
SPOT
$103B
– –
-8,987
Closed -$4.02M
TGT icon
217
Target
TGT
$65.6B
– –
-209,395
Closed -$28.3M
ULTA icon
218
Ulta Beauty
ULTA
$22B
– –
-14
Closed -$6K
XLE icon
219
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
– –
-733,050
Closed -$31.4M
ZBH icon
220
Zimmer Biomet
ZBH
$18.2B
– –
-28
Closed -$3K
CTV.WS
221
CALL
DELISTED
Innovid Corp. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
CTV.WS
– –
-87,500
Closed -$10K
5 6 7 8
9

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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.