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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
HLT icon
226
Hilton Worldwide
HLT
$72.9B
$6.56M 0.05%
+21,587
New +$6.54M
CCL icon
227
Carnival Corporation Ltd
CCL
$34.6B
$6.44M 0.05%
248,887
-623,990
-71% -$18.2M
FLJP icon
228
Franklin FTSE Japan ETF
FLJP
$3.92B
$6.15M 0.05%
170,041
+8,600
+5% +$318K
IYF icon
229
iShares US Financials ETF
IYF
$4.35B
$5.91M 0.05%
50,250
– –
EME icon
230
Emcor
EME
$34.2B
$5.81M 0.05%
7,871
-10,811
-58% -$7.87M
ACWI icon
231
iShares MSCI ACWI ETF
ACWI
$32.7B
$5.77M 0.05%
41,674
-10,300
-20% -$1.48M
IYC icon
232
iShares US Consumer Discretionary ETF
IYC
$1.11B
$5.71M 0.04%
58,900
– –
NBIS
233
Nebius Group N.V.
NBIS
$56.1B
$5.16M 0.04%
49,770
-127,122
-72% -$12.7M
TECK icon
234
Teck Resources
TECK
$29.3B
$5.15M 0.04%
99,828
-6,477
-6% -$347K
NTRS icon
235
Northern Trust
NTRS
$21.9B
$5.11M 0.04%
+36,578
New +$5.26M
STLA icon
236
Stellantis
STLA
$16.7B
$4.94M 0.04%
708,055
-1,376,761
-66% -$11.5M
FUTU icon
237
Futu Holdings
FUTU
$13.9B
$4.83M 0.04%
35,297
-53,868
-60% -$8.37M
IYK icon
238
iShares US Consumer Staples ETF
IYK
$1.37B
$4.79M 0.04%
68,450
-42,650
-38% -$3.07M
IYE icon
239
iShares US Energy ETF
IYE
$1.74B
$4.64M 0.04%
71,700
-7,800
-10% -$442K
CI icon
240
Cigna
CI
$75.7B
$4.45M 0.04%
16,700
– –
ROST icon
241
Ross Stores
ROST
$74.5B
$4.37M 0.03%
+20,172
New +$4.02M
DOV icon
242
Dover
DOV
$26.6B
$3.9M 0.03%
18,728
– –
MSI icon
243
Motorola Solutions
MSI
$67.6B
$3.84M 0.03%
8,853
– –
CMI icon
244
Cummins
CMI
$91.8B
$3.69M 0.03%
6,859
– –
DCI icon
245
Donaldson
DCI
$10.6B
$3.67M 0.03%
43,251
– –
WSM icon
246
Williams-Sonoma
WSM
$25.7B
$3.37M 0.03%
18,500
– –
SYY icon
247
Sysco
SYY
$39.1B
$3.25M 0.03%
45,600
– –
SNA icon
248
Snap-on
SNA
$20.5B
$3.22M 0.03%
8,872
– –
ALLE icon
249
Allegion
ALLE
$13.3B
$3.14M 0.02%
21,583
– –
SCCO icon
250
Southern Copper
SCCO
$143B
$3.09M 0.02%
18,159
– –
8 9
10
11 12

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AIM
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TRSOTSOK
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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.