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
+0.47%
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
VGK icon
251
Vanguard FTSE Europe ETF
VGK
$31.1B
$250K ﹤0.01%
3,900
-5,570
-59% -$384K
QGEN icon
252
Qiagen
QGEN
$8.61B
$203K ﹤0.01%
5,115
-1
-0% -$42
MRP
253
Millrose Properties Inc
MRP
$4.78B
$195K ﹤0.01%
+7,362
New +$172K
ADBE icon
254
Adobe
ADBE
$103B
– –
-80,586
Closed -$35.8M
ALNY icon
255
Alnylam Pharmaceuticals
ALNY
$28.9B
– –
-27,977
Closed -$6.58M
AMD icon
256
Advanced Micro Devices
AMD
$799B
– –
-144,285
Closed -$17.4M
AOS icon
257
A.O. Smith
AOS
$8.56B
– –
-16,000
Closed -$1.09M
BA icon
258
Boeing
BA
$184B
– –
-383,237
Closed -$67.8M
BNS icon
259
Scotiabank
BNS
$108B
– –
-1,799,344
Closed -$96.5M
BRX icon
260
Brixmor Property Group
BRX
$9.25B
– –
-2,112,769
Closed -$58.8M
CARR icon
261
Carrier Global
CARR
$52.7B
– –
-786,737
Closed -$53.7M
CAT icon
262
Caterpillar
CAT
$394B
– –
-154,835
Closed -$56.2M
CCL icon
263
Carnival Corporation Ltd
CCL
$39.4B
– –
-4,046,759
Closed -$101M
CDW icon
264
CDW
CDW
$17.7B
– –
-8,600
Closed -$1.5M
CLH icon
265
Clean Harbors
CLH
$16.2B
– –
-520,910
Closed -$120M
CMG icon
266
Chipotle Mexican Grill
CMG
$42.7B
– –
-885,090
Closed -$53.4M
COP icon
267
ConocoPhillips
COP
$140B
– –
-337,801
Closed -$33.5M
CSX icon
268
CSX Corp
CSX
$93.9B
– –
-52,600
Closed -$1.7M
DD icon
269
DuPont de Nemours
DD
$19.5B
– –
-167,848
Closed -$16.1M
DDOG icon
270
Datadog
DDOG
$81.6B
– –
-291,274
Closed -$41.6M
DECK icon
271
Deckers Outdoor
DECK
$13.3B
– –
-417,882
Closed -$84.9M
DELL icon
272
Dell
DELL
$283B
– –
-253,022
Closed -$29.2M
DOC icon
273
Healthpeak Properties
DOC
$14.5B
– –
-1,185,069
Closed -$24M
EL icon
274
Estee Lauder
EL
$30.9B
– –
-283,031
Closed -$21.2M
ELV icon
275
Elevance Health
ELV
$84.9B
– –
-4,000
Closed -$1.48M
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 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.