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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUM icon
226
Humana
HUM
$44.1B
$1.69M 0.01%
+6,500
New +$1.71M
PPG icon
227
PPG Industries
PPG
$26B
$1.67M 0.01%
+15,900
New +$1.77M
SF
228
Stifel
SF
$12.6B
$1.67M 0.01%
22,050
– –
OKE icon
229
Oneok
OKE
$55.4B
$1.66M 0.01%
22,800
– –
RPM icon
230
RPM International
RPM
$14.8B
$1.64M 0.01%
13,900
– –
EXPD icon
231
Expeditors International
EXPD
$23.2B
$1.62M 0.01%
13,200
– –
NYT icon
232
New York Times
NYT
$10.5B
$1.6M 0.01%
27,800
– –
DG icon
233
Dollar General
DG
$28.1B
$1.59M 0.01%
+15,400
New +$1.69M
KOF icon
234
Coca-Cola Femsa
KOF
$23B
$1.52M 0.01%
+18,300
New +$1.58M
SNX icon
235
TD Synnex
SNX
$20.7B
$1.49M 0.01%
+9,100
New +$1.34M
RS icon
236
Reliance Steel & Aluminium
RS
$21.3B
$1.49M 0.01%
+5,300
New +$1.59M
KVUE icon
237
Kenvue
KVUE
$36.8B
$1.49M 0.01%
91,600
– –
IDU icon
238
iShares US Utilities ETF
IDU
$1.39B
$1.48M 0.01%
+12,960
New +$1.4M
NDSN icon
239
Nordson
NDSN
$17.2B
$1.48M 0.01%
+6,500
New +$1.43M
ACT icon
240
Enact Holdings
ACT
$6.79B
$1.47M 0.01%
38,400
– –
SYY icon
241
Sysco
SYY
$40.4B
$1.46M 0.01%
17,700
– –
YUMC icon
242
Yum China
YUMC
$16.5B
$1.43M 0.01%
+33,400
New +$1.52M
BALL icon
243
Ball Corp
BALL
$16.7B
$1.4M 0.01%
+27,800
New +$1.5M
INGR icon
244
Ingredion
INGR
$6.49B
$1.39M 0.01%
11,400
– –
DTM icon
245
DT Midstream
DTM
$13.6B
$1.39M 0.01%
+12,300
New +$1.29M
ACI icon
246
Albertsons Companies
ACI
$5.86B
$1.38M 0.01%
78,800
– –
GIS icon
247
General Mills
GIS
$19.3B
$1.37M 0.01%
27,160
– –
CFR icon
248
Cullen/Frost Bankers
CFR
$10.2B
$1.37M 0.01%
10,800
– –
SUN icon
249
Sunoco
SUN
$13.9B
$1.36M 0.01%
27,200
– –
CCK icon
250
Crown Holdings
CCK
$13.2B
$1.31M 0.01%
+13,600
New +$1.36M
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 Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.