We are live on
!
Find out more
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
(+2.9%)
Cap. Flow
-$273M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Morgan Stanley
MS
|
+$131M |
| 2 |
US Bancorp
USB
|
+$118M |
| 3 |
Royal Bank of Canada
RY
|
+$110M |
| 4 |
Salesforce
CRM
|
+$97.5M |
| 5 |
Cisco
CSCO
|
+$88.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applovin
APP
|
+$139M |
| 2 |
Scotiabank
BNS
|
+$138M |
| 3 |
Meta Platforms (Facebook)
META
|
+$136M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$134M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Qiagen
QGEN
$8.57B
| – | – |
-4,813
| Closed | -$213K |
|
327
Royal Gold
RGLD
$18.3B
| – | – |
-9,000
| Closed | -$1.81M |
|
328
Snowflake
SNOW
$109B
| – | – |
-319,822
| Closed | -$72.1M |
|
329
Simon Property Group
SPG
$72.6B
| – | – |
-97,464
| Closed | -$18.3M |
|
330
Spotify
SPOT
$97.1B
| – | – |
-83,969
| Closed | -$58.6M |
|
331
Seagate
STX
$189B
| – | – |
-533,797
| Closed | -$126M |
|
332
Transmedics
TMDX
$2.72B
| – | – |
-20,995
| Closed | -$2.36M |
|
333
Uber
UBER
$141B
| – | – |
-1,258,057
| Closed | -$123M |
|
334
Ubiquiti
UI
$34.3B
| – | – |
-4,100
| Closed | -$2.71M |
|
335
UMB Financial
UMBF
$11.2B
| – | – |
-182,803
| Closed | -$21.6M |
|
336
United Rentals
URI
$72.8B
| – | – |
-41,927
| Closed | -$40M |
|
337
Wynn Resorts
WYNN
$10.5B
| – | – |
-859,229
| Closed | -$110M |
|
338
Xylem
XYL
$28.7B
| – | – |
-306,254
| Closed | -$45.2M |
|
339
Zeta Global
ZETA
$6.57B
| – | – |
-631,197
| Closed | -$12.5M |
|
|
TLN
340
Talen Energy Corp
TLN
$16.1B
| – | – |
-132,807
| Closed | -$56.5M |
|
|
CRWV
341
CoreWeave
CRWV
$47.4B
| – | – |
-602,187
| Closed | -$82.4M |
|
Similar funds
ACA
WANY
IMPI
AIM
ECM
TRSOTSOK
GC
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.