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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
DASH icon
301
DoorDash
DASH
$92.9B
– –
-147,912
Closed -$40.2M
DHI icon
302
D.R. Horton
DHI
$40.8B
– –
-425,012
Closed -$72M
DLR icon
303
Digital Realty Trust
DLR
$71.3B
– –
-139,060
Closed -$24M
DUK icon
304
Duke Energy
DUK
$96.6B
– –
-294,586
Closed -$36.5M
EFX icon
305
Equifax
EFX
$20.7B
– –
-140,444
Closed -$36M
EMN icon
306
Eastman Chemical
EMN
$8.4B
– –
-13,100
Closed -$826K
EXR icon
307
Extra Space Storage
EXR
$31.6B
– –
-115,993
Closed -$16.3M
FAST icon
308
Fastenal
FAST
$58.3B
– –
-1,442,212
Closed -$70.7M
FIX icon
309
Comfort Systems
FIX
$60.3B
– –
-4,934
Closed -$4.07M
HOMB icon
310
Home BancShares
HOMB
$6.18B
– –
-46,000
Closed -$1.3M
HWM icon
311
Howmet Aerospace
HWM
$116B
– –
-677,567
Closed -$133M
ILF icon
312
iShares Latin America 40 ETF
ILF
$3.8B
– –
-37,241
Closed -$1.04M
IPG
313
DELISTED
Interpublic Group of Companies
IPG
– –
-45,900
Closed -$1.28M
ITT icon
314
ITT
ITT
$19.2B
– –
-10,200
Closed -$1.82M
JCI icon
315
Johnson Controls International
JCI
$93.6B
– –
-20,200
Closed -$2.22M
K
316
DELISTED
Kellanova
K
– –
-22,500
Closed -$1.85M
KTB icon
317
Kontoor Brands
KTB
$4.36B
– –
-14,000
Closed -$1.12M
KVUE icon
318
Kenvue
KVUE
$36.8B
– –
-91,600
Closed -$1.49M
MZTI
319
The Marzetti Company
MZTI
$3.02B
– –
-7,200
Closed -$1.24M
LKQ icon
320
LKQ Corp
LKQ
$6.19B
– –
-27,900
Closed -$852K
MET icon
321
MetLife
MET
$64.3B
– –
-1,017,104
Closed -$83.8M
OC icon
322
Owens Corning
OC
$12.1B
– –
-9,000
Closed -$1.27M
PBA icon
323
Pembina Pipeline
PBA
$27.9B
– –
-44,700
Closed -$1.81M
PFE icon
324
Pfizer
PFE
$149B
– –
-1,418,616
Closed -$36.1M
PPG icon
325
PPG Industries
PPG
$26B
– –
-15,900
Closed -$1.67M
10 11 12
13
14

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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
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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.