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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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$1.48B 15.32%
2,650,294
+835,805
+46% +$491M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$969B
$1.43B 14.81%
2,789,453
+1,405,030
+101% +$760M
TEVA icon
3
Teva Pharmaceuticals
TEVA
$40.4B
$578M 5.98%
37,794,068
-1,168,705
-3% -$20.9M
ESLT icon
4
Elbit Systems
ESLT
$36.8B
$520M 5.38%
1,357,148
+4,248
+0.3% +$1.38M
QQQM icon
5
Invesco NASDAQ 100 ETF
QQQM
$94.8B
$431M 4.45%
2,230,663
-2,261,817
-50% -$473M
NVMI
6
Nova
NVMI
$12.6B
$274M 2.83%
1,490,554
+107,215
+8% +$24.8M
IGV icon
7
iShares Expanded Tech-Software Sector ETF
IGV
$12.3B
$247M 2.56%
2,781,000
+675,000
+32% +$66.7M
KBWB icon
8
Invesco KBW Bank ETF
KBWB
$6.88B
$223M 2.3%
3,545,000
+595,000
+20% +$40M
NICE icon
9
Nice
NICE
$6.02B
$219M 2.27%
1,436,222
-366,600
-20% -$58.6M
XLF icon
10
State Street Financial Select Sector SPDR ETF
XLF
$57.2B
$203M 2.1%
4,077,000
-8,000,000
-66% -$401M
TSEM icon
11
Tower Semiconductor
TSEM
$23.6B
$198M 2.05%
5,631,160
– –
AMZN icon
12
Amazon
AMZN
$2.47T
$174M 1.8%
915,813
-477,345
-34% -$104M
ORA icon
13
Ormat Technologies
ORA
$5.99B
$159M 1.64%
2,248,499
– –
KWEB icon
14
KraneShares CSI China Internet ETF
KWEB
$5.5B
$146M 1.51%
4,177,000
+1,800,000
+76% +$59.6M
META icon
15
Meta Platforms (Facebook)
META
$1.51T
$146M 1.51%
252,714
-261,333
-51% -$169M
ENLT icon
16
Enlight Renewable Energy
ENLT
$11.7B
$140M 1.45%
8,750,122
-39,439
-0.4% -$661K
NTR icon
17
Nutrien
NTR
$33.5B
$135M 1.39%
2,685,282
+190,000
+8% +$9.72M
EPI icon
18
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$131M 1.36%
3,000,000
+1,800,000
+150% +$77.2M
CAMT icon
19
Camtek
CAMT
$6.4B
$124M 1.28%
2,134,671
+464,671
+28% +$37.4M
LRCX icon
20
Lam Research
LRCX
$337B
$112M 1.15%
+1,530,000
New +$120M
ICL icon
21
ICL Group
ICL
$6.61B
$100M 1.04%
17,865,061
-134,700
-0.7% -$793K
KEN icon
22
Kenon Holdings
KEN
$3.48B
$96M 0.99%
3,046,978
+264,000
+9% +$8.48M
PAVE icon
23
Global X US Infrastructure Development ETF
PAVE
$13.9B
$94.1M 0.97%
2,493,750
-4,925,000
-66% -$200M
AAPL icon
24
Apple
AAPL
$5.01T
$90M 0.93%
404,964
-327,224
-45% -$75.8M
V icon
25
Visa
V
$701B
$87.4M 0.9%
249,314
+166
+0.1% +$56.2K
1
2 3 4 5

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EIP
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Macquarie Group
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IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BCIM
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UCFA
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VMPIC
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LCOV
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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.