Zurich Insurance Group’s iShares US Energy ETF IYE Stock Holding History

Zurich Insurance Group’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.06M	Hold	71,700	–	–	0.03%	229
2026 Q1	$4.64M	Sell	71,700 -7,800	-10%	-$442K	0.04%	239
2025 Q4	$3.8M	Hold	79,500	–	–	0.03%	198
2025 Q3	$3.79M	Hold	79,500	–	–	0.03%	157
2025 Q2	$3.65M	Buy	+79,500	New	+$3.51M	0.03%	152

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zurich Insurance Group's IYE Position: Q2 2026 in Review

Zurich Insurance Group held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 71,700 shares worth $4.06M. The position accounts for 0.03% of the portfolio, ranked #229.

Zurich Insurance Group first reported a position in IYE in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.64M in Q1 2026. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Zurich Insurance Group held 71,700 shares of iShares US Energy ETF worth $4.06M as of Q2 2026.
Zurich Insurance Group left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.03% of Zurich Insurance Group's portfolio in Q2 2026, its #229 holding.
Zurich Insurance Group first reported a position in iShares US Energy ETF in Q2 2025 and has held it in 5 quarters since.
Zurich Insurance Group's iShares US Energy ETF position peaked at $4.64M in Q1 2026.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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