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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
226
Sherwin-Williams
SHW
$89.1B
$2.37M 0.02%
+7,300
New +$2.44M
OMC icon
227
Omnicom Group
OMC
$22.8B
$2.28M 0.02%
28,289
+15,789
+126% +$1.21M
HPE icon
228
Hewlett Packard
HPE
$69.7B
$2.28M 0.02%
95,000
– –
MPLX icon
229
MPLX
MPLX
$60.4B
$2.26M 0.02%
42,400
– –
CNI icon
230
Canadian National Railway
CNI
$76.5B
$2.22M 0.02%
22,400
– –
MAS icon
231
Masco
MAS
$15.1B
$2.19M 0.02%
34,563
– –
RMD icon
232
ResMed
RMD
$32.5B
$2.17M 0.02%
9,000
– –
ADP icon
233
Automatic Data Processing
ADP
$108B
$2.16M 0.02%
8,400
– –
ITW icon
234
Illinois Tool Works
ITW
$85.3B
$2.14M 0.01%
8,700
– –
A icon
235
Agilent Technologies
A
$39.5B
$2.14M 0.01%
15,700
– –
DELL icon
236
Dell
DELL
$290B
$2.13M 0.01%
16,900
– –
CHRW icon
237
C.H. Robinson
CHRW
$17.4B
$2.12M 0.01%
13,200
– –
GRMN
238
Garmin
GRMN
$59.3B
$2.11M 0.01%
+10,400
New +$2.26M
DG icon
239
Dollar General
DG
$28.1B
$2.04M 0.01%
15,400
– –
CL icon
240
Colgate-Palmolive
CL
$74.3B
$2.02M 0.01%
25,534
– –
DGX icon
241
Quest Diagnostics
DGX
$26B
$2M 0.01%
11,500
– –
FERG icon
242
Ferguson
FERG
$49.3B
$1.96M 0.01%
8,800
– –
EWBC icon
243
East-West Bancorp
EWBC
$18.3B
$1.94M 0.01%
17,300
– –
BR icon
244
Broadridge
BR
$18.5B
$1.94M 0.01%
+8,700
New +$1.98M
IYH icon
245
iShares US Healthcare ETF
IYH
$3.48B
$1.94M 0.01%
29,630
– –
NYT icon
246
New York Times
NYT
$10.6B
$1.93M 0.01%
27,800
– –
MDLZ icon
247
Mondelez International
MDLZ
$80.1B
$1.93M 0.01%
35,832
– –
BWA icon
248
BorgWarner
BWA
$13.9B
$1.92M 0.01%
42,700
– –
HUBB icon
249
Hubbell
HUBB
$27.1B
$1.91M 0.01%
4,300
– –
OTIS icon
250
Otis Worldwide
OTIS
$27.9B
$1.87M 0.01%
21,400
– –
8 9
10
11 12

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WANY
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IMPI
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Fundsmith LLP
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
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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 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.