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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
+8.44%
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
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPB icon
226
Campbell Soup
CPB
$6.87B
$1.03M 0.01%
24,500
– –
LKQ icon
227
LKQ Corp
LKQ
$6.1B
$1.03M 0.01%
27,900
– –
SWKS icon
228
Skyworks Solutions
SWKS
$10.1B
$1.02M 0.01%
11,500
– –
AGCO icon
229
AGCO
AGCO
$7.27B
$991K 0.01%
10,600
– –
BBY icon
230
Best Buy
BBY
$17.8B
$884K 0.01%
10,300
– –
VGK icon
231
Vanguard FTSE Europe ETF
VGK
$31.1B
$607K ﹤0.01%
+9,470
New +$632K
PII icon
232
Polaris
PII
$4.16B
$380K ﹤0.01%
6,600
– –
QGEN icon
233
Qiagen
QGEN
$8.65B
$234K ﹤0.01%
5,116
-28
-0.5% -$1.25K
BKR icon
234
Baker Hughes
BKR
$61.2B
– –
-949,526
Closed -$34.3M
BLDR icon
235
Builders FirstSource
BLDR
$8.16B
– –
-307,072
Closed -$59.5M
CL icon
236
Colgate-Palmolive
CL
$74.4B
– –
-574,117
Closed -$59.6M
DHI icon
237
D.R. Horton
DHI
$42.4B
– –
-380,942
Closed -$72.7M
DOX icon
238
Amdocs
DOX
$5.87B
– –
-13,100
Closed -$1.15M
EIX icon
239
Edison International
EIX
$26.3B
– –
-207,910
Closed -$18.1M
EQT icon
240
EQT Corp
EQT
$32B
– –
-508,032
Closed -$18.6M
FDX icon
241
FedEx
FDX
$73.5B
– –
-8,400
Closed -$2.3M
FITB
242
Fifth Third Bancorp
FITB
$52.2B
– –
-665,032
Closed -$28.5M
FOXA icon
243
Fox Class A
FOXA
$24.6B
– –
-58,600
Closed -$2.48M
GEN icon
244
Gen Digital
GEN
$16.9B
– –
-66,900
Closed -$1.84M
HIG icon
245
Hartford Financial Services
HIG
$39.4B
– –
-161,594
Closed -$19M
IFF icon
246
International Flavors & Fragrances
IFF
$22.5B
– –
-188,821
Closed -$19.8M
JNPR
247
DELISTED
Juniper Networks
JNPR
– –
-36,800
Closed -$1.43M
KOF icon
248
Coca-Cola Femsa
KOF
$22.7B
– –
-19,300
Closed -$1.71M
MCD icon
249
McDonald's
MCD
$195B
– –
-268,650
Closed -$81.8M
MET icon
250
MetLife
MET
$61.9B
– –
-1,112,643
Closed -$91.8M
7 8 9
10
11

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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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.