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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNR icon
301
Pentair
PNR
$10B
$1.52M 0.01%
17,400
– –
IDU icon
302
iShares US Utilities ETF
IDU
$1.41B
$1.5M 0.01%
12,960
– –
AM icon
303
Antero Midstream
AM
$10.9B
$1.49M 0.01%
65,200
– –
CFR icon
304
Cullen/Frost Bankers
CFR
$10.1B
$1.48M 0.01%
10,800
– –
NTAP icon
305
NetApp
NTAP
$32.3B
$1.46M 0.01%
14,300
– –
LDOS icon
306
Leidos
LDOS
$13.9B
$1.46M 0.01%
9,400
– –
HPQ icon
307
HP
HPQ
$22.4B
$1.44M 0.01%
74,900
– –
WMG icon
308
Warner Music
WMG
$13.9B
$1.42M 0.01%
55,700
– –
BR icon
309
Broadridge
BR
$16.7B
$1.41M 0.01%
8,700
– –
RPM icon
310
RPM International
RPM
$13.4B
$1.38M 0.01%
13,900
– –
CCK icon
311
Crown Holdings
CCK
$12.5B
$1.36M 0.01%
13,600
– –
ACI icon
312
Albertsons Companies
ACI
$5.6B
$1.34M 0.01%
78,800
– –
HESM icon
313
Hess Midstream
HESM
$5.2B
$1.32M 0.01%
33,900
– –
MKC icon
314
McCormick & Company Non-Voting
MKC
$13.5B
$1.3M 0.01%
25,700
– –
INGR icon
315
Ingredion
INGR
$6.32B
$1.28M 0.01%
11,400
– –
AVY icon
316
Avery Dennison
AVY
$11.9B
$1.24M 0.01%
7,200
– –
SSB icon
317
SouthState Bank Corp
SSB
$9.89B
$1.15M 0.01%
12,400
– –
AOS icon
318
A.O. Smith
AOS
$8.2B
$1.14M 0.01%
17,300
– –
HUM icon
319
Humana
HUM
$47.4B
$1.13M 0.01%
6,500
– –
TAP icon
320
Molson Coors Class B
TAP
$7.51B
$1.09M 0.01%
25,300
– –
GIS icon
321
General Mills
GIS
$19B
$1.01M 0.01%
27,160
– –
BBY icon
322
Best Buy
BBY
$17.8B
$661K 0.01%
10,300
– –
SUNB
323
Sunbelt Rentals Holdings
SUNB
$31.8B
$414K ﹤0.01%
+6,604
New +$464K
CMG icon
324
Chipotle Mexican Grill
CMG
$41.1B
$406K ﹤0.01%
12,694
-812,951
-98% -$30.1M
LOGI icon
325
Logitech
LOGI
$14.8B
$265K ﹤0.01%
2,939
-1,179
-29% -$109K
11 12
13
14 15

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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 Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.