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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAS icon
226
Masco
MAS
$15.2B
$1.32M 0.01%
20,500
– –
HOMB icon
227
Home BancShares
HOMB
$6.3B
$1.31M 0.01%
46,000
– –
HESM icon
228
Hess Midstream
HESM
$5.17B
$1.31M 0.01%
33,900
– –
BEN icon
229
Franklin Resources
BEN
$18.2B
$1.3M 0.01%
54,700
– –
ALSN icon
230
Allison Transmission
ALSN
$10.2B
$1.3M 0.01%
13,700
– –
CHRW icon
231
C.H. Robinson
CHRW
$18.1B
$1.27M 0.01%
13,200
– –
AVY icon
232
Avery Dennison
AVY
$13.3B
$1.26M 0.01%
7,200
– –
MZTI
233
The Marzetti Company
MZTI
$3.02B
$1.24M 0.01%
7,200
– –
OC icon
234
Owens Corning
OC
$11.7B
$1.24M 0.01%
9,000
– –
MCHI icon
235
iShares MSCI China ETF
MCHI
$6.33B
$1.23M 0.01%
+22,450
New +$1.19M
GOLF icon
236
Acushnet Holdings
GOLF
$5.98B
$1.2M 0.01%
16,500
– –
TGT icon
237
Target
TGT
$67.3B
$1.18M 0.01%
12,000
– –
DCI icon
238
Donaldson
DCI
$11.4B
$1.14M 0.01%
16,400
– –
IPG
239
DELISTED
Interpublic Group of Companies
IPG
$1.12M 0.01%
45,900
– –
MTH icon
240
Meritage Homes
MTH
$4.86B
$1.11M 0.01%
16,500
– –
AGCO icon
241
AGCO
AGCO
$7.51B
$1.09M 0.01%
10,600
– –
REYN icon
242
Reynolds Consumer Products
REYN
$5.55B
$1.04M 0.01%
48,400
– –
LKQ icon
243
LKQ Corp
LKQ
$6.2B
$1.03M 0.01%
27,900
– –
TROW icon
244
T. Rowe Price
TROW
$24.7B
$984K 0.01%
10,200
– –
EMN icon
245
Eastman Chemical
EMN
$8.45B
$978K 0.01%
13,100
– –
KTB icon
246
Kontoor Brands
KTB
$4.61B
$924K 0.01%
14,000
– –
OMC icon
247
Omnicom Group
OMC
$22.4B
$899K 0.01%
12,500
– –
FBIN icon
248
Fortune Brands Innovations
FBIN
$6.29B
$834K 0.01%
16,200
– –
HPQ icon
249
HP
HPQ
$26.4B
$805K 0.01%
32,900
– –
CPB icon
250
Campbell Soup
CPB
$6.79B
$751K 0.01%
24,500
– –
8 9
10
11 12

Similar funds

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 Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.