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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.6T
$965M 6.7%
4,824,127
+8,520
+0.2% +$1.75M
AAPL icon
2
Apple
AAPL
$4.68T
$844M 5.85%
2,915,098
-104,381
-3% -$29.9M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.14T
$787M 5.46%
2,200,890
+49,397
+2% +$17.8M
AMZN icon
4
Amazon
AMZN
$2.77T
$470M 3.26%
1,971,337
+192,158
+11% +$48.2M
MSFT icon
5
Microsoft
MSFT
$3.72T
$449M 3.11%
1,203,409
-244,814
-17% -$99.1M
AVGO icon
6
Broadcom
AVGO
$1.7T
$335M 2.33%
888,007
+3,848
+0.4% +$1.54M
AMD icon
7
Advanced Micro Devices
AMD
$777B
$252M 1.75%
434,374
+131,477
+43% +$53.9M
LLY icon
8
Eli Lilly
LLY
$1.02T
$247M 1.71%
205,905
+35,438
+21% +$36.2M
MU icon
9
Micron Technology
MU
$1.13T
$238M 1.65%
206,118
+42,330
+26% +$31.7M
META icon
10
Meta Platforms (Facebook)
META
$1.56T
$233M 1.62%
413,869
+16,177
+4% +$9.89M
TSLA icon
11
Tesla
TSLA
$1.39T
$199M 1.38%
472,304
+12,371
+3% +$4.92M
INTC icon
12
Intel
INTC
$506B
$177M 1.23%
1,265,318
+598,273
+90% +$60.5M
JPM icon
13
JPMorgan Chase
JPM
$953B
$176M 1.22%
538,373
+40,622
+8% +$12.6M
WMT icon
14
Walmart Inc
WMT
$853B
$163M 1.13%
1,437,690
+606,804
+73% +$75.3M
C icon
15
Citigroup
C
$231B
$148M 1.03%
1,059,317
+204,967
+24% +$26.7M
CAT icon
16
Caterpillar
CAT
$374B
$148M 1.02%
138,646
+18,794
+16% +$16.5M
TXN icon
17
Texas Instruments
TXN
$236B
$147M 1.02%
493,237
+434,814
+744% +$121M
LRCX icon
18
Lam Research
LRCX
$382B
$146M 1.02%
337,778
-84,632
-20% -$25.7M
KLAC icon
19
KLA
KLAC
$244B
$139M 0.96%
460,545
+79,285
+21% +$15.7M
JNJ icon
20
Johnson & Johnson
JNJ
$665B
$138M 0.96%
544,175
+12,543
+2% +$2.92M
BAC icon
21
Bank of America
BAC
$438B
$129M 0.9%
2,271,927
+1,045,777
+85% +$55.6M
UNH icon
22
UnitedHealth
UNH
$357B
$126M 0.88%
303,916
+124,499
+69% +$46.1M
AMAT icon
23
Applied Materials
AMAT
$361B
$125M 0.87%
173,162
+81,617
+89% +$37.7M
MS icon
24
Morgan Stanley
MS
$341B
$121M 0.84%
579,127
+279,255
+93% +$55.3M
V icon
25
Visa
V
$703B
$121M 0.84%
352,415
-11,507
-3% -$3.69M
1
2 3 4 5

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IA
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AB
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SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AM
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NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
AAMU
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BIP
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CII
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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.