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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
SF
251
Stifel
SF
$12.7B
$1.84M 0.01%
22,050
– –
RBA icon
252
RB Global
RBA
$17.2B
$1.81M 0.01%
+17,600
New +$1.79M
PNR icon
253
Pentair
PNR
$11.1B
$1.81M 0.01%
17,400
– –
HON icon
254
Honeywell
HON
$76.6B
$1.79M 0.01%
9,200
-561
-6% -$110K
TSCO icon
255
Tractor Supply
TSCO
$18B
$1.77M 0.01%
+35,300
New +$1.9M
MKC icon
256
McCormick & Company Non-Voting
MKC
$14B
$1.75M 0.01%
+25,700
New +$1.71M
KOF icon
257
Coca-Cola Femsa
KOF
$23B
$1.73M 0.01%
18,300
– –
WMG icon
258
Warner Music
WMG
$13.6B
$1.71M 0.01%
55,700
– –
LDOS icon
259
Leidos
LDOS
$16.9B
$1.7M 0.01%
9,400
– –
OKE icon
260
Oneok
OKE
$55.1B
$1.68M 0.01%
22,800
– –
HPQ icon
261
HP
HPQ
$26B
$1.67M 0.01%
+74,900
New +$1.91M
ADM icon
262
Archer Daniels Midland
ADM
$37.3B
$1.67M 0.01%
29,000
– –
HUM icon
263
Humana
HUM
$43.6B
$1.66M 0.01%
6,500
– –
NFG icon
264
National Fuel Gas
NFG
$7.63B
$1.64M 0.01%
20,500
– –
YUMC icon
265
Yum China
YUMC
$16.5B
$1.59M 0.01%
33,400
– –
NDSN icon
266
Nordson
NDSN
$17.2B
$1.56M 0.01%
6,500
– –
NTAP icon
267
NetApp
NTAP
$37.5B
$1.53M 0.01%
14,300
– –
RS icon
268
Reliance Steel & Aluminium
RS
$21.3B
$1.53M 0.01%
5,300
– –
ACT icon
269
Enact Holdings
ACT
$6.82B
$1.52M 0.01%
38,400
– –
DTM icon
270
DT Midstream
DTM
$13.6B
$1.47M 0.01%
12,300
– –
RPM icon
271
RPM International
RPM
$14.7B
$1.45M 0.01%
13,900
– –
SUN icon
272
Sunoco
SUN
$13.9B
$1.43M 0.01%
27,200
– –
IDU icon
273
iShares US Utilities ETF
IDU
$1.39B
$1.41M 0.01%
12,960
– –
CCK icon
274
Crown Holdings
CCK
$13.1B
$1.4M 0.01%
13,600
– –
CFR icon
275
Cullen/Frost Bankers
CFR
$10.3B
$1.37M 0.01%
10,800
– –
9 10
11
12 13

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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 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.