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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNRC icon
26
Generac Holdings
GNRC
$11.1B
$120M 0.83%
+408,460
New +$102M
AZN icon
27
AstraZeneca
AZN
$252B
$116M 0.81%
621,907
-35,321
-5% -$6.64M
CSCO icon
28
Cisco
CSCO
$431B
$114M 0.79%
966,857
-102,739
-10% -$10.7M
CMI icon
29
Cummins
CMI
$77.2B
$104M 0.72%
146,046
+139,187
+2,029% +$91.7M
PM icon
30
Philip Morris
PM
$284B
$100M 0.69%
552,824
+49,761
+10% +$8.63M
GE icon
31
GE Aerospace
GE
$350B
$99M 0.69%
264,953
+75,016
+39% +$23.5M
CRWD icon
32
CrowdStrike
CRWD
$218B
$95M 0.66%
497,768
-57,344
-10% -$8.15M
WELL icon
33
Welltower
WELL
$170B
$92.5M 0.64%
407,737
+273,780
+204% +$57.9M
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.08T
$91M 0.63%
181,771
-63,649
-26% -$30.6M
TTE icon
35
TotalEnergies
TTE
$196B
$90.9M 0.63%
1,169,487
+17,916
+2% +$1.58M
MAR icon
36
Marriott International
MAR
$87.8B
$87.9M 0.61%
237,056
+75,136
+46% +$27.7M
HWM icon
37
Howmet Aerospace
HWM
$103B
$84.9M 0.59%
+315,915
New +$81.1M
ICLR icon
38
Icon
ICLR
$12.7B
$83.6M 0.58%
481,208
+371,282
+338% +$47.3M
GEV icon
39
GE Vernova
GEV
$251B
$83.2M 0.58%
70,824
-8,180
-10% -$8.35M
BWA icon
40
BorgWarner
BWA
$13.8B
$82.2M 0.57%
1,238,590
+1,195,890
+2,801% +$75.7M
ABBV icon
41
AbbVie
ABBV
$453B
$81.4M 0.57%
323,672
+46,286
+17% +$9.96M
MRK icon
42
Merck
MRK
$371B
$81.1M 0.56%
631,197
-336,401
-35% -$39.4M
CW icon
43
Curtiss-Wright
CW
$20.9B
$79.2M 0.55%
104,480
+46,424
+80% +$34M
AIT icon
44
Applied Industrial Technologies
AIT
$11.9B
$79M 0.55%
+233,609
New +$71.7M
MA icon
45
Mastercard
MA
$507B
$77.9M 0.54%
151,638
-5,727
-4% -$2.86M
TOL icon
46
Toll Brothers
TOL
$13.1B
$75.8M 0.53%
+460,235
New +$65.5M
DELL icon
47
Dell
DELL
$339B
$75.2M 0.52%
174,235
-39,142
-18% -$11.3M
COST icon
48
Costco
COST
$406B
$73.9M 0.51%
79,048
-35,858
-31% -$35.7M
USB icon
49
US Bancorp
USB
$98.7B
$73.8M 0.51%
1,221,558
-227,420
-16% -$12.7M
ORCL icon
50
Oracle
ORCL
$457B
$72.6M 0.5%
495,414
+203,777
+70% +$36.9M
1
2
3 4 5

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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.