We are live on ! Find out more
ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 53.57%
This Fund
S&P 500
This Quarter Est. Return
+0.43%
1 Year Est. Return
+53.57%
3 Year Est. Return
+211.43%
5 Year Est. Return
+278.8%
10 Year Est. Return
+1,085.34%
AUM
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$840M 6.6%
4,815,607
-753,542
-14% -$138M
AAPL icon
2
Apple
AAPL
$4.89T
$766M 6.02%
3,019,479
-326,662
-10% -$85M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.33T
$619M 4.86%
2,151,493
-215,622
-9% -$67.8M
MSFT icon
4
Microsoft
MSFT
$2.98T
$536M 4.21%
1,448,223
-60,949
-4% -$25.5M
AMZN icon
5
Amazon
AMZN
$2.69T
$371M 2.91%
1,779,179
-242,012
-12% -$53.3M
AVGO icon
6
Broadcom
AVGO
$1.78T
$274M 2.15%
884,159
-85,236
-9% -$28M
META icon
7
Meta Platforms (Facebook)
META
$1.69T
$228M 1.79%
397,692
-65,040
-14% -$41.7M
TSLA icon
8
Tesla
TSLA
$1.47T
$171M 1.34%
459,933
-140,482
-23% -$57.9M
LLY icon
9
Eli Lilly
LLY
$1.04T
$157M 1.23%
170,467
-64,667
-28% -$65.6M
JPM icon
10
JPMorgan Chase
JPM
$912B
$146M 1.15%
497,751
+15,751
+3% +$4.78M
XOM icon
11
ExxonMobil
XOM
$605B
$138M 1.08%
813,402
-75,959
-9% -$11.1M
JNJ icon
12
Johnson & Johnson
JNJ
$602B
$130M 1.02%
531,632
-320,566
-38% -$74.7M
NFLX icon
13
Netflix
NFLX
$313B
$129M 1.01%
1,342,560
+430,708
+47% +$38M
AZN icon
14
AstraZeneca
AZN
$263B
$127M 1%
+657,228
New +$127M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$118M 0.92%
245,420
+23,887
+11% +$11.7M
MRK icon
16
Merck
MRK
$315B
$116M 0.91%
967,598
+438,295
+83% +$50.6M
COST icon
17
Costco
COST
$419B
$114M 0.9%
+114,906
New +$112M
V icon
18
Visa
V
$694B
$110M 0.86%
363,922
-272,562
-43% -$87.6M
TTE icon
19
TotalEnergies
TTE
$175B
$107M 0.84%
1,151,571
+578,128
+101% +$44.2M
NEE icon
20
NextEra Energy
NEE
$186B
$104M 0.82%
1,123,113
-235,021
-17% -$20.9M
WMT icon
21
Walmart Inc
WMT
$915B
$103M 0.81%
830,886
-822,115
-50% -$101M
KO icon
22
Coca-Cola
KO
$365B
$101M 0.79%
1,324,627
+273,019
+26% +$20.6M
LIN icon
23
Linde
LIN
$241B
$98.5M 0.77%
198,785
+106,406
+115% +$50.2M
C icon
24
Citigroup
C
$221B
$96.9M 0.76%
854,350
-283,078
-25% -$32.2M
LRCX icon
25
Lam Research
LRCX
$401B
$90.3M 0.71%
422,410
-344,011
-45% -$76.9M
1
2 3 4 5

Similar funds

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.