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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
RTX icon
26
RTX Corp
RTX
$261B
$89M 0.7%
461,564
-286,027
-38% -$56.9M
CAT icon
27
Caterpillar
CAT
$405B
$84.9M 0.67%
119,852
-58,215
-33% -$40.3M
CVX icon
28
Chevron
CVX
$373B
$83.7M 0.66%
404,384
+884
+0.2% +$161K
PM icon
29
Philip Morris
PM
$301B
$83.2M 0.65%
503,063
-224,527
-31% -$39M
WM icon
30
Waste Management
WM
$96.1B
$83.1M 0.65%
361,782
+249,119
+221% +$57.2M
CSCO icon
31
Cisco
CSCO
$441B
$83M 0.65%
1,069,596
-590,407
-36% -$46.2M
MA icon
32
Mastercard
MA
$480B
$78.6M 0.62%
157,365
-21,278
-12% -$11.2M
REGN icon
33
Regeneron Pharmaceuticals
REGN
$70.9B
$76.5M 0.6%
99,069
+58,257
+143% +$44.6M
CAH icon
34
Cardinal Health
CAH
$53.5B
$75.8M 0.6%
358,677
+63,409
+21% +$13.7M
EQIX icon
35
Equinix
EQIX
$101B
$75.5M 0.59%
+76,997
New +$68.5M
USB icon
36
US Bancorp
USB
$98.4B
$75.4M 0.59%
1,448,978
-942,150
-39% -$51.8M
ADI icon
37
Analog Devices
ADI
$183B
$72.6M 0.57%
+228,127
New +$72.6M
BMO icon
38
Bank of Montreal
BMO
$127B
$72M 0.57%
+533,308
New +$74.1M
APH icon
39
Amphenol
APH
$186B
$71.1M 0.56%
563,112
+275,805
+96% +$38.8M
TMUS icon
40
T-Mobile US
TMUS
$208B
$70.8M 0.56%
+337,049
New +$69.2M
PG icon
41
Procter & Gamble
PG
$349B
$69.6M 0.55%
482,151
+452,681
+1,536% +$68.6M
IBM icon
42
IBM
IBM
$200B
$69.6M 0.55%
287,192
-156,430
-35% -$42.3M
CHD icon
43
Church & Dwight Co
CHD
$23.2B
$69.1M 0.54%
+740,220
New +$71.2M
GEV icon
44
GE Vernova
GEV
$284B
$69M 0.54%
79,004
-28,037
-26% -$21.9M
HD icon
45
Home Depot
HD
$338B
$66.8M 0.52%
202,966
-18,606
-8% -$6.78M
TMO icon
46
Thermo Fisher Scientific
TMO
$198B
$65.4M 0.51%
133,106
+43,794
+49% +$23.8M
ULTA icon
47
Ulta Beauty
ULTA
$20.6B
$64.2M 0.5%
122,796
+21,201
+21% +$13.5M
CIEN icon
48
Ciena
CIEN
$53B
$64.1M 0.5%
165,181
-204,044
-55% -$62.4M
VTR icon
49
Ventas
VTR
$46.7B
$62.8M 0.49%
768,351
-42,094
-5% -$3.45M
XEL icon
50
Xcel Energy
XEL
$49.2B
$61.9M 0.49%
779,301
+560,409
+256% +$44M
1
2
3 4 5

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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.