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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
SNX icon
276
TD Synnex
SNX
$20.8B
$1.37M 0.01%
9,100
– –
ACI icon
277
Albertsons Companies
ACI
$5.87B
$1.35M 0.01%
78,800
– –
AVY icon
278
Avery Dennison
AVY
$13.1B
$1.31M 0.01%
7,200
– –
GIS icon
279
General Mills
GIS
$19.2B
$1.26M 0.01%
27,160
– –
INGR icon
280
Ingredion
INGR
$6.55B
$1.26M 0.01%
11,400
– –
FLUT icon
281
Flutter Entertainment
FLUT
$16.3B
$1.21M 0.01%
5,589
-34,524
-86% -$7.76M
IEV icon
282
iShares Europe ETF
IEV
$1.69B
$1.2M 0.01%
17,380
-10,520
-38% -$703K
TAP icon
283
Molson Coors Class B
TAP
$7.96B
$1.18M 0.01%
25,300
– –
HESM icon
284
Hess Midstream
HESM
$5.1B
$1.17M 0.01%
33,900
– –
SSB icon
285
SouthState Bank Corp
SSB
$10.5B
$1.17M 0.01%
12,400
– –
AM icon
286
Antero Midstream
AM
$10.2B
$1.16M 0.01%
65,200
– –
AOS icon
287
A.O. Smith
AOS
$8.57B
$1.16M 0.01%
17,300
– –
BBY icon
288
Best Buy
BBY
$17B
$689K ﹤0.01%
10,300
– –
AMRZ
289
Amrize Ltd
AMRZ
$28.5B
$433K ﹤0.01%
7,876
-178,014
-96% -$9.08M
LOGI icon
290
Logitech
LOGI
$14.8B
$423K ﹤0.01%
4,118
– –
NEM icon
291
Newmont
NEM
$111B
$321K ﹤0.01%
3,216
-873
-21% -$78.9K
ALV icon
292
Autoliv
ALV
$8.89B
– –
-14,700
Closed -$1.82M
AXON
293
Axon Enterprise
AXON
$42B
– –
-137,473
Closed -$98.7M
BALL icon
294
Ball Corp
BALL
$16.8B
– –
-27,800
Closed -$1.4M
BLDR icon
295
Builders FirstSource
BLDR
$7.85B
– –
-218,654
Closed -$26.5M
BNS icon
296
Scotiabank
BNS
$108B
– –
-2,142,038
Closed -$138M
BWXT icon
297
BWX Technologies
BWXT
$15.5B
– –
-19,734
Closed -$3.64M
CDNS icon
298
Cadence Design Systems
CDNS
$93.4B
– –
-14,458
Closed -$5.08M
CNM icon
299
Core & Main
CNM
$8.61B
– –
-1,249,927
Closed -$67.3M
CVS icon
300
CVS Health
CVS
$124B
– –
-26,500
Closed -$2M
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
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
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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.