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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
HOMB icon
251
Home BancShares
HOMB
$6.18B
$1.3M 0.01%
46,000
– –
IPG
252
DELISTED
Interpublic Group of Companies
IPG
$1.28M 0.01%
45,900
– –
OC icon
253
Owens Corning
OC
$12.1B
$1.27M 0.01%
9,000
– –
AOS icon
254
A.O. Smith
AOS
$8.56B
$1.27M 0.01%
+17,300
New +$1.23M
AM icon
255
Antero Midstream
AM
$10.2B
$1.27M 0.01%
+65,200
New +$1.18M
MZTI
256
The Marzetti Company
MZTI
$3.02B
$1.24M 0.01%
7,200
– –
SSB icon
257
SouthState Bank Corp
SSB
$10.5B
$1.23M 0.01%
+12,400
New +$1.22M
HESM icon
258
Hess Midstream
HESM
$5.13B
$1.17M 0.01%
33,900
– –
AVY icon
259
Avery Dennison
AVY
$13.2B
$1.17M 0.01%
7,200
– –
TAP icon
260
Molson Coors Class B
TAP
$7.95B
$1.14M 0.01%
+25,300
New +$1.25M
KTB icon
261
Kontoor Brands
KTB
$4.36B
$1.12M 0.01%
14,000
– –
TROW icon
262
T. Rowe Price
TROW
$24.2B
$1.05M 0.01%
10,200
– –
ILF icon
263
iShares Latin America 40 ETF
ILF
$3.8B
$1.04M 0.01%
+37,241
New +$989K
OMC icon
264
Omnicom Group
OMC
$22.6B
$1.02M 0.01%
12,500
– –
LKQ icon
265
LKQ Corp
LKQ
$6.19B
$852K 0.01%
27,900
– –
EMN icon
266
Eastman Chemical
EMN
$8.4B
$826K 0.01%
13,100
– –
BBY icon
267
Best Buy
BBY
$16.9B
$779K 0.01%
10,300
– –
LOGI icon
268
Logitech
LOGI
$14.7B
$448K ﹤0.01%
+4,118
New +$414K
NEM icon
269
Newmont
NEM
$111B
$345K ﹤0.01%
+4,089
New +$285K
QGEN icon
270
Qiagen
QGEN
$8.61B
$213K ﹤0.01%
4,813
-302
-6% -$14.5K
ACN icon
271
Accenture
ACN
$105B
– –
-13,400
Closed -$4.01M
AGCO icon
272
AGCO
AGCO
$7.12B
– –
-10,600
Closed -$1.09M
ALSN icon
273
Allison Transmission
ALSN
$9.64B
– –
-13,700
Closed -$1.3M
ATR icon
274
AptarGroup
ATR
$8.63B
– –
-9,900
Closed -$1.55M
BAH icon
275
Booz Allen Hamilton
BAH
$8.89B
– –
-12,900
Closed -$1.34M
9 10
11
12 13

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WANY
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IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
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 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.