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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
BEN icon
276
Franklin Resources
BEN
$17.3B
– –
-54,700
Closed -$1.3M
BKNG icon
277
Booking.com
BKNG
$156B
– –
-488,400
Closed -$113M
BSX icon
278
Boston Scientific
BSX
$71.4B
– –
-1,208,040
Closed -$130M
CCEP icon
279
Coca-Cola Europacific Partners
CCEP
$47.9B
– –
-54,417
Closed -$5.05M
CEG icon
280
Constellation Energy
CEG
$93.2B
– –
-101,395
Closed -$32.7M
CHD icon
281
Church & Dwight Co
CHD
$24.5B
– –
-18,700
Closed -$1.8M
CMCSA icon
282
Comcast
CMCSA
$89.3B
– –
-66,800
Closed -$2.38M
CNP icon
283
CenterPoint Energy
CNP
$26.8B
– –
-1,052,730
Closed -$38.7M
COST icon
284
Costco
COST
$421B
– –
-32,011
Closed -$31.7M
CPB icon
285
Campbell Soup
CPB
$6.73B
– –
-24,500
Closed -$751K
CRWD icon
286
CrowdStrike
CRWD
$211B
– –
-791,564
Closed -$101M
CSL icon
287
Carlisle Companies
CSL
$15.2B
– –
-4,600
Closed -$1.72M
CTVA icon
288
Corteva
CTVA
$51.3B
– –
-1,493,059
Closed -$111M
DE icon
289
Deere & Co
DE
$166B
– –
-139,280
Closed -$70.8M
DIS icon
290
Walt Disney
DIS
$182B
– –
-459,967
Closed -$57M
EGP icon
291
EastGroup Properties
EGP
$10.8B
– –
-108,787
Closed -$18.2M
EQIX icon
292
Equinix
EQIX
$104B
– –
-21,788
Closed -$17.3M
ETN icon
293
Eaton
ETN
$174B
– –
-352,116
Closed -$126M
EW icon
294
Edwards Lifesciences
EW
$51.5B
– –
-458,174
Closed -$35.8M
FBIN icon
295
Fortune Brands Innovations
FBIN
$6.01B
– –
-16,200
Closed -$834K
FNV icon
296
Franco-Nevada
FNV
$44.6B
– –
-14,300
Closed -$2.34M
FOXA icon
297
Fox Class A
FOXA
$25.9B
– –
-58,800
Closed -$3.3M
GLW icon
298
Corning
GLW
$135B
– –
-54,400
Closed -$2.86M
GOLF icon
299
Acushnet Holdings
GOLF
$5.5B
– –
-16,500
Closed -$1.2M
HBAN icon
300
Huntington Bancshares
HBAN
$35.1B
– –
-1,300,712
Closed -$21.8M
10 11
12
13 14

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WANY
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IMPI
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Fundsmith LLP
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AIM
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ECM
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TRSOTSOK
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GC
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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.