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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
HIW icon
301
Highwoods Properties
HIW
$3.47B
– –
-695,116
Closed -$21.6M
HLT icon
302
Hilton Worldwide
HLT
$72.5B
– –
-80,736
Closed -$21.5M
HPQ icon
303
HP
HPQ
$25.8B
– –
-32,900
Closed -$805K
HSY icon
304
Hershey
HSY
$36.8B
– –
-10,200
Closed -$1.69M
IRM icon
305
Iron Mountain
IRM
$36.3B
– –
-513,791
Closed -$52.7M
LEN icon
306
Lennar Class A
LEN
$20.4B
– –
-14,724
Closed -$1.63M
LPLA icon
307
LPL Financial
LPLA
$28.3B
– –
-99,455
Closed -$37.3M
MCHP icon
308
Microchip Technology
MCHP
$40.4B
– –
-1,536,416
Closed -$108M
MCK icon
309
McKesson
MCK
$102B
– –
-62,713
Closed -$46M
MRK icon
310
Merck
MRK
$317B
– –
-513,307
Closed -$40.6M
MSTR icon
311
Strategy Inc
MSTR
$37.2B
– –
-56,885
Closed -$23M
MTH icon
312
Meritage Homes
MTH
$4.71B
– –
-16,500
Closed -$1.11M
NBIX icon
313
Neurocrine Biosciences
NBIX
$16.2B
– –
-211,911
Closed -$26.6M
NDAQ icon
314
Nasdaq
NDAQ
$52.9B
– –
-363,960
Closed -$32.5M
NOW icon
315
ServiceNow
NOW
$121B
– –
-220,625
Closed -$45.4M
OI icon
316
O-I Glass
OI
$1.09B
– –
-1,112,852
Closed -$16.4M
PEG icon
317
Public Service Enterprise Group
PEG
$37.4B
– –
-222,592
Closed -$18.7M
PH icon
318
Parker-Hannifin
PH
$135B
– –
-4,353
Closed -$3.04M
PKG icon
319
Packaging Corp of America
PKG
$22.5B
– –
-7,600
Closed -$1.43M
RCL icon
320
Royal Caribbean
RCL
$85.7B
– –
-444,084
Closed -$139M
REYN icon
321
Reynolds Consumer Products
REYN
$5.54B
– –
-48,400
Closed -$1.04M
RY icon
322
Royal Bank of Canada
RY
$294B
– –
-24,100
Closed -$3.17M
SHW icon
323
Sherwin-Williams
SHW
$88.2B
– –
-6,600
Closed -$2.27M
SLGN icon
324
Silgan Holdings
SLGN
$4.39B
– –
-24,600
Closed -$1.33M
SYF icon
325
Synchrony
SYF
$25.6B
– –
-1,342,795
Closed -$89.6M
10 11 12
13
14

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WANY
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IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
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.