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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
+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
EMR icon
276
Emerson Electric
EMR
$87.5B
– –
-24,235
Closed -$3M
ETN icon
277
Eaton
ETN
$174B
– –
-126,864
Closed -$42.1M
FANG icon
278
Diamondback Energy
FANG
$53.1B
– –
-86,007
Closed -$14.1M
GNTX icon
279
Gentex
GNTX
$4.96B
– –
-36,200
Closed -$1.04M
IBP icon
280
Installed Building Products
IBP
$6.52B
– –
-7,100
Closed -$1.24M
ICE icon
281
Intercontinental Exchange
ICE
$84.1B
– –
-200,231
Closed -$29.8M
INTU icon
282
Intuit
INTU
$88.1B
– –
-58,163
Closed -$36.6M
NOW icon
283
ServiceNow
NOW
$121B
– –
-378,400
Closed -$80.2M
ONON icon
284
On Holding
ONON
$12.4B
– –
-94,180
Closed -$5.16M
OTIS icon
285
Otis Worldwide
OTIS
$28.1B
– –
-18,200
Closed -$1.69M
PCAR icon
286
PACCAR
PCAR
$69.5B
– –
-25,536
Closed -$2.66M
PCG icon
287
PG&E
PCG
$37.4B
– –
-3,560,305
Closed -$71.8M
PEG icon
288
Public Service Enterprise Group
PEG
$37.4B
– –
-247,947
Closed -$20.9M
PII icon
289
Polaris
PII
$3.99B
– –
-6,600
Closed -$380K
PNC icon
290
PNC Financial Services
PNC
$101B
– –
-104,363
Closed -$20.1M
RCL icon
291
Royal Caribbean
RCL
$85.7B
– –
-194,307
Closed -$44.8M
REGN icon
292
Regeneron Pharmaceuticals
REGN
$79.5B
– –
-23,784
Closed -$16.9M
SRE icon
293
Sempra
SRE
$55.1B
– –
-112,609
Closed -$9.88M
SWKS icon
294
Skyworks Solutions
SWKS
$10.1B
– –
-11,500
Closed -$1.02M
SYF icon
295
Synchrony
SYF
$25.6B
– –
-1,143,570
Closed -$74.3M
TECK icon
296
Teck Resources
TECK
$32.4B
– –
-227,260
Closed -$9.21M
TRP icon
297
TC Energy
TRP
$66.6B
– –
-555,784
Closed -$25.9M
TTEK icon
298
Tetra Tech
TTEK
$8.89B
– –
-28,900
Closed -$1.15M
ULTA icon
299
Ulta Beauty
ULTA
$23.2B
– –
-83,794
Closed -$36.4M
VNO icon
300
Vornado Realty Trust
VNO
$7.27B
– –
-500,367
Closed -$21M
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.