We are live on ! Find out more
ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 53.57%
This Fund
S&P 500
This Quarter Est. Return
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEX icon
251
IDEX
IEX
$16.4B
$3.03M 0.02%
15,967
– –
EWT icon
252
iShares MSCI Taiwan ETF
EWT
$9.8B
$3.01M 0.02%
42,390
– –
COR icon
253
Cencora
COR
$59.1B
$2.92M 0.02%
9,300
-88,220
-90% -$30.8M
RDY icon
254
Dr. Reddy's Laboratories
RDY
$10.4B
$2.65M 0.02%
191,397
– –
DRI icon
255
Darden Restaurants
DRI
$22.3B
$2.58M 0.02%
13,160
– –
IYJ icon
256
iShares US Industrials ETF
IYJ
$1.95B
$2.56M 0.02%
17,360
– –
CTSH icon
257
Cognizant
CTSH
$21.1B
$2.53M 0.02%
41,290
– –
TROW icon
258
T. Rowe Price
TROW
$25B
$2.53M 0.02%
28,100
– –
GD icon
259
General Dynamics
GD
$100B
$2.47M 0.02%
7,200
– –
MRSH
260
Marsh
MRSH
$87.7B
$2.46M 0.02%
14,200
– –
EMR icon
261
Emerson Electric
EMR
$76.5B
$2.45M 0.02%
18,700
– –
MPLX icon
262
MPLX
MPLX
$58B
$2.42M 0.02%
42,400
– –
GRMN
263
Garmin
GRMN
$47.2B
$2.41M 0.02%
10,400
– –
SHW icon
264
Sherwin-Williams
SHW
$79.8B
$2.34M 0.02%
7,300
– –
NYT icon
265
New York Times
NYT
$12.2B
$2.33M 0.02%
27,800
– –
BWA icon
266
BorgWarner
BWA
$12.6B
$2.32M 0.02%
42,700
– –
CNI icon
267
Canadian National Railway
CNI
$76.9B
$2.3M 0.02%
22,400
– –
ITW icon
268
Illinois Tool Works
ITW
$78.2B
$2.26M 0.02%
8,700
– –
HPE icon
269
Hewlett Packard
HPE
$59B
$2.26M 0.02%
95,000
– –
ELV icon
270
Elevance Health
ELV
$82.9B
$2.25M 0.02%
7,700
– –
DGX icon
271
Quest Diagnostics
DGX
$23B
$2.25M 0.02%
11,500
– –
NXPI icon
272
NXP Semiconductors
NXPI
$67.5B
$2.18M 0.02%
11,050
– –
OMC icon
273
Omnicom Group
OMC
$23.5B
$2.13M 0.02%
28,289
– –
HUBB icon
274
Hubbell
HUBB
$25.6B
$2.11M 0.02%
4,300
– –
GPC icon
275
Genuine Parts
GPC
$16.8B
$2.09M 0.02%
19,788
– –
9 10
11
12 13

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 Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.