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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
(+4.9%)
Cap. Flow
-$1.22B
Cap. Flow
% of AUM
-9.42%
Top 10 Holdings %
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$137M |
| 2 |
SCHW
Charles Schwab
SCHW
|
+$113M |
| 3 |
Boeing
BA
|
+$110M |
| 4 |
Eaton
ETN
|
+$108M |
| 5 |
Royal Caribbean
RCL
|
+$106M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
O'Reilly Automotive
ORLY
|
+$118M |
| 2 |
Progressive
PGR
|
+$117M |
| 3 |
Cisco
CSCO
|
+$117M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
251
Best Buy
BBY
$18B
| $691K | 0.01% |
10,300
| – | – |
|
252
Qiagen
QGEN
$8.73B
| $246K | ﹤0.01% |
5,115
| – | – |
|
|
MRP
253
Millrose Properties Inc
MRP
$4.76B
| $210K | ﹤0.01% |
7,362
| – | – |
|
254
Analog Devices
ADI
$185B
| – | – |
-190,351
| Closed | -$38.4M |
|
255
Automatic Data Processing
ADP
$107B
| – | – |
-130,613
| Closed | -$39.9M |
|
256
Applied Industrial Technologies
AIT
$13B
| – | – |
-313,316
| Closed | -$70.6M |
|
257
Arthur J. Gallagher & Co
AJG
$63.6B
| – | – |
-168,118
| Closed | -$58M |
|
258
Allstate
ALL
$67.6B
| – | – |
-108,198
| Closed | -$22.4M |
|
259
American Tower
AMT
$81.7B
| – | – |
-205,347
| Closed | -$44.7M |
|
260
Arista Networks
ANET
$240B
| – | – |
-204,161
| Closed | -$15.8M |
|
261
Air Products & Chemicals
APD
$65.2B
| – | – |
-140,405
| Closed | -$41.4M |
|
262
Apollo Global Management
APO
$74.6B
| – | – |
-518,226
| Closed | -$71M |
|
263
Baker Hughes
BKR
$60.4B
| – | – |
-538,769
| Closed | -$23.7M |
|
264
Bristol-Myers Squibb
BMY
$135B
| – | – |
-428,668
| Closed | -$26.1M |
|
265
Brown & Brown
BRO
$24B
| – | – |
-193,221
| Closed | -$24M |
|
266
Salesforce
CRM
$156B
| – | – |
-217,930
| Closed | -$58.5M |
|
|
CTRA
267
DELISTED
Coterra Energy
CTRA
| – | – |
-550,450
| Closed | -$15.9M |
|
268
EQT Corp
EQT
$33.5B
| – | – |
-345,266
| Closed | -$18.4M |
|
269
Entergy
ETR
$50.4B
| – | – |
-382,010
| Closed | -$32.7M |
|
270
Exelon
EXC
$47B
| – | – |
-1,037,096
| Closed | -$47.8M |
|
271
First Horizon
FHN
$12.2B
| – | – |
-926,596
| Closed | -$18M |
|
|
FISV
272
Fiserv Inc
FISV
$29.7B
| – | – |
-467,276
| Closed | -$103M |
|
273
GoDaddy
GDDY
$11.2B
| – | – |
-202,646
| Closed | -$36.5M |
|
274
HubSpot
HUBS
$12.7B
| – | – |
-79,474
| Closed | -$45.4M |
|
275
Jefferies Financial Group
JEF
$12.8B
| – | – |
-424,434
| Closed | -$22.7M |
|
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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.