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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
+0.47%
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
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVY icon
226
Avery Dennison
AVY
$13.2B
$1.28M 0.01%
7,200
– –
MZTI
227
The Marzetti Company
MZTI
$3.02B
$1.26M 0.01%
+7,200
New +$1.3M
SLGN icon
228
Silgan Holdings
SLGN
$4.39B
$1.26M 0.01%
+24,600
New +$1.29M
NTAP icon
229
NetApp
NTAP
$37.6B
$1.26M 0.01%
14,300
– –
TGT icon
230
Target
TGT
$66.8B
$1.25M 0.01%
12,000
– –
IPG
231
DELISTED
Interpublic Group of Companies
IPG
$1.25M 0.01%
45,900
– –
VMI icon
232
Valmont Industries
VMI
$9.5B
$1.23M 0.01%
+4,300
New +$1.4M
BWA icon
233
BorgWarner
BWA
$13.5B
$1.22M 0.01%
+42,700
New +$1.3M
LKQ icon
234
LKQ Corp
LKQ
$6.19B
$1.19M 0.01%
27,900
– –
MTH icon
235
Meritage Homes
MTH
$4.71B
$1.17M 0.01%
+16,500
New +$1.24M
REYN icon
236
Reynolds Consumer Products
REYN
$5.54B
$1.15M 0.01%
+48,400
New +$1.22M
EMN icon
237
Eastman Chemical
EMN
$8.4B
$1.15M 0.01%
13,100
– –
GOLF icon
238
Acushnet Holdings
GOLF
$5.5B
$1.13M 0.01%
+16,500
New +$1.12M
DCI icon
239
Donaldson
DCI
$11.4B
$1.1M 0.01%
16,400
– –
BEN icon
240
Franklin Resources
BEN
$17.3B
$1.05M 0.01%
54,700
– –
OMC icon
241
Omnicom Group
OMC
$22.6B
$1.04M 0.01%
12,500
– –
RL icon
242
Ralph Lauren
RL
$23.6B
$997K 0.01%
+4,518
New +$1.12M
FBIN icon
243
Fortune Brands Innovations
FBIN
$6.01B
$986K 0.01%
16,200
– –
AGCO icon
244
AGCO
AGCO
$7.12B
$981K 0.01%
10,600
– –
CPB icon
245
Campbell Soup
CPB
$6.73B
$978K 0.01%
24,500
– –
TROW icon
246
T. Rowe Price
TROW
$24.2B
$937K 0.01%
10,200
– –
HPQ icon
247
HP
HPQ
$25.8B
$911K 0.01%
32,900
– –
KTB icon
248
Kontoor Brands
KTB
$4.36B
$898K 0.01%
+14,000
New +$1.08M
BBY icon
249
Best Buy
BBY
$16.9B
$758K 0.01%
10,300
– –
PAYC icon
250
Paycom
PAYC
$10.1B
$440K ﹤0.01%
2,012
-295,018
-99% -$62.2M
8 9
10
11 12

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ACA
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.