ZIG
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Zurich Insurance Group’s Simon Property Group SPG Stock Holding History

Zurich Insurance Group’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6M Buy
+78,125
New +$14.9M 0.11% 196
2025
Q4 		– Sell
-97,464
Closed -$18.3M – 329
2025
Q3 		$18.3M Buy
+97,464
New +$16.8M 0.13% 122
2019
Q4 		– Sell
-56,312
Closed -$8.77M – 447
2019
Q3 		$8.77M Sell
56,312
-12,112
-18% -$1.88M 0.17% 155
2019
Q2 		$10.9M Sell
68,424
-16,963
-20% -$2.92M 0.22% 135
2019
Q1 		$15.6M Buy
85,387
+44,886
+111% +$7.98M 0.33% 86
2018
Q4 		$6.8M Sell
40,501
-40,490
-50% -$7.24M 0.16% 169
2018
Q3 		$14.3M Buy
80,991
+11,697
+17% +$2.07M 0.3% 92
2018
Q2 		$11.8M Buy
69,294
+4,007
+6% +$638K 0.27% 102
2018
Q1 		$10.1M Buy
65,287
+18,197
+39% +$2.89M 0.23% 112
2017
Q4 		$8.09M Buy
47,090
+5,672
+14% +$921K 0.19% 120
2017
Q3 		$6.67M Sell
41,418
-7,263
-15% -$1.16M 0.18% 130
2017
Q2 		$7.88M Sell
48,681
-4,422
-8% -$720K 0.22% 106
2017
Q1 		$9.13M Buy
53,103
+4,256
+9% +$760K 0.26% 87
2016
Q4 		$8.68M Sell
48,847
-331
-0.7% -$61.5K 0.27% 83
2016
Q3 		$10.2M Buy
49,178
+17,036
+53% +$3.69M 0.34% 73
2016
Q2 		$6.97M Sell
32,142
-28,149
-47% -$5.74M 0.24% 115
2016
Q1 		$12.5M Sell
60,291
-21,538
-26% -$4.14M 0.45% 56
2015
Q4 		$15.9M Sell
81,829
-54,605
-40% -$10.6M 0.57% 48
2015
Q3 		$25.1M Buy
+136,434
New +$25M 0.92% 31

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zurich Insurance Group's SPG Position: Q1 2026 in Review

Zurich Insurance Group opened a new position in Simon Property Group (SPG) in Q1 2026: 78,125 shares worth $14.6M. The stake represents 0.11% of the portfolio and ranks #196 among its holdings. This is a return to the name: Zurich Insurance Group previously reported a position in SPG as recently as Q3 2025.

Zurich Insurance Group first reported a position in SPG in Q3 2015 and has held it in 19 quarters since. The position peaked at $25.1M in Q3 2015. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Zurich Insurance Group held 78,125 shares of Simon Property Group worth $14.6M as of Q1 2026.
  • Simon Property Group was a new Zurich Insurance Group position in Q1 2026.
  • Simon Property Group made up 0.11% of Zurich Insurance Group's portfolio in Q1 2026, its #196 holding.
  • Zurich Insurance Group first reported a position in Simon Property Group in Q3 2015 and has held it in 19 quarters since.
  • Zurich Insurance Group's Simon Property Group position peaked at $25.1M in Q3 2015.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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