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Clal Insurance Enterprises Holdings Ltd13F | |
| Clal Insurance Enterprises Holdings Ltd | |
| Last update 2024-08-14 | 126 Stocks (13 new) |
| Value $9.57 Bil | Turnover 25 % |
| Portfolio Report | |
Clal Insurance Enterprises Holdings Ltd Profile
Clal Insurance Enterprises Holdings Ltd. is a financial and insurance company based out of Israel. The company was established in 1987 and is headquartered in Tel Aviv. Clal Insurance Enterprises Holdings is headed by Naveh Danny, who acts as the chairman for the Class Actions committee, Risk Management and Information Technology Management committee, and Board of Directors, and Izi Cohen, who acts as the CEO for the group holding company. The company is currently operating with a controlling majority held by the IDB Group. Clal Insurance Enterprises Holdings provides its businesses through its held subsidiaries and operates in five main segements. Its Long Term Savings Segment offers life insurance, pension funds, and provident funds. Its Health Insurance segment provides health care, surgeries, dental care, travel, nursing care, and foreign workers insurance services, among others. Its Non-Life Insurance division provides motor insurance for body injuries, vehicle damages, and various liability, among others. The finance division provides investment portfolios, financial assets management, investment banking, and self-investing. The remaining operations are pushed into the Others segment, which provides a variety of activities ranging from credit and financing to insurance agency services. Clal Insurance Enterprises Holdings’s top operating subsidiaries includes Clal Insurance Company Ltd., Clal Finance Ltd., Clal Credit and Financing Ltd.., Clal Holdings Agencies Ltd., and Clalbit Systems Ltd., among others. Clal Insurance Enterprises Holdings conducts its research internally to make its investment decisions and allocates its assets across a wide variety of sectors. The company invests most heavily in the finance sector, which alone makes up over half of its total asset allocations, and also invests in the health care, information technology, industrials, and consumer staples sectors, among other sectors such as utilities and telecommunications, consumer discretionary, energy, and materials, among others, to a lesser degree, in order of decreasing amount allocated.
Clal Insurance Enterprises Hol... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF | 5,423,300 | 1068990.000 | +113.68% | 11.170 | +5.94% | - | +12.70% | +19.93% | 34679.995 | ||
VOO | Vanguard S&P 500 ETF | 1,590,311 | 798190.000 | +69.24% | 8.340 | +3.41% | - | +11.31% | +21.09% | 492500.771 | ||
TEVA | Teva Pharmaceutical Industries Ltd | 32,339,189 | 525670.000 | +12.31% | 5.500 | +0.60% | 2.850 | +12.29% | +79.41% | 21044.695 | Drug Manufacturers | |
SPY | S&P 500 ETF TRUST ETF | 875,650 | 477860.000 | -4.09% | 5.000 | -0.22% | - | +11.21% | +21.06% | 595705.351 | ||
XLF | Financial Select Sector SPDR | 8,311,000 | 341670.000 | +12.28% | 3.570 | +0.39% | - | +13.88% | +23.70% | 44274.272 | ||
NICE | NICE Ltd | 1,959,781 | 336250.000 | -1.71% | 3.520 | -0.10% | 3.090 | +1.42% | -14.06% | 10899.679 | Software | |
KLAC | KLA Corp | 363,495 | 299710.000 | +47.30% | 3.130 | +1.01% | 0.270 | -4.62% | +15.92% | 89918.006 | Semiconductors | |
GOOGL | Alphabet Inc | 1,645,000 | 299640.000 | -15.64% | 3.130 | -0.52% | 0.010 | +6.79% | +21.88% | 2088661.207 | Interactive Media | |
META | Meta Platforms Inc | 545,503 | 275050.000 | -10.79% | 2.880 | -0.36% | 0.020 | +19.94% | +61.54% | 1443300.584 | Interactive Media | |
AMZN | Amazon.com Inc | 1,373,881 | 265500.000 | -19.89% | 2.780 | -0.69% | 0.010 | +23.62% | +31.01% | 2093854.141 | Retail - Cyclical |
Clal Insurance Enterprises Holdings Ltd's Historical Top Holdings Breakdowns
Clal Insurance Enterprises Holdings Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2024-06-30 | Sold Out | -6.61% | 159.21 ($164.49) 168.37 | $178.25 | 8.37% | Sold Out | 0 | -3,463,000 | |
QQQM | Invesco NASDAQ 100 ETF | 2024-06-30 | Add | +5.94% | 170.63 ($185.08) 199.67 | $202.37 | 9.34% | Add 113.68% | 5,423,300 | 2,885,294 | |
VOO | Vanguard S&P 500 ETF | 2024-06-30 | Add | +3.41% | 455.1 ($481.2) 504.28 | $529.00 | 9.93% | Add 69.24% | 1,590,311 | 650,654 | |
XLP | Consumer Staples Select Sector SPDR | 2024-06-30 | New Buy | +2.73% | 73.08 ($76.28) 78.4 | $80.73 | 5.83% | New holding | 3,407,000 | 3,407,000 | |
PAVE | Global X U.S. Infrastructure Development ETF | 2024-06-30 | New Buy | +2.33% | 36.91 ($38.25) 39.72 | $42.27 | 10.50% | New holding | 6,000,000 | 6,000,000 | |
IGV | iShares Expanded Tech-Software Sector ETF | 2024-06-30 | Sold Out | -1.75% | 77.36 ($82.14) 86.9 | $93.84 | 14.24% | Sold Out | 0 | -1,823,000 | |
IWM | iShares Russell 2000 ETF | 2024-06-30 | Add | +1.38% | 192.84 ($202.1) 209.44 | $223.44 | 10.56% | Add 59423.81% | 650,000 | 648,908 | |
KLAC | KLA Corp | 2024-06-30 | Add | +1.01% | 628.16 ($738.74) 863.31 | $672.24 | -9.00% | Add 47.3% | 363,495 | 116,731 | |
ICL | ICL Group Ltd | 2024-06-30 | Add | +1.00% | 4.28 ($4.71) 5.32 | $4.32 | -8.39% | Add 4279.2% | 22,865,609 | 22,343,468 | |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 2024-06-30 | New Buy | +0.98% | 42.08 ($44.15) 45.43 | $49.89 | 12.99% | New holding | 2,100,000 | 2,100,000 |
Clal Insurance Enterprises Holdings Ltd Total Holding History ($B)
Clal Insurance Enterprises Holdings Ltd's Asset Allocation
Clal Insurance Enterprises Holdings Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clal Insurance Enterprises Holdings Ltd's Hypothetical Growth since 2024-06-30
Clal Insurance Enterprises Holdings Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Clal Insurance Enterprises Holdings Ltd's Holdings Heat Map
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Clal Insurance Enterprises Holdings Ltd's Holdings Bubble Chart
Clal Insurance Enterprises Holdings Ltd News
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