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
+8.44%
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
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HWM icon
26
Howmet Aerospace
HWM
$114B
$103M 0.84%
+941,721
New +$103M
SW
27
Smurfit Westrock
SW
$24.2B
$103M 0.84%
1,905,979
+590,895
+45% +$30.1M
CCL icon
28
Carnival Corporation Ltd
CCL
$39.1B
$101M 0.82%
+4,046,759
New +$94.7M
UNH icon
29
UnitedHealth
UNH
$377B
$96.9M 0.79%
191,623
-78,100
-29% -$44.4M
BNS icon
30
Scotiabank
BNS
$108B
$96.5M 0.79%
+1,799,344
New +$97.2M
HD icon
31
Home Depot
HD
$335B
$96.1M 0.78%
247,076
-147,045
-37% -$60.1M
AIT icon
32
Applied Industrial Technologies
AIT
$12.9B
$90.9M 0.74%
379,460
+2,374
+0.6% +$592K
APO icon
33
Apollo Global Management
APO
$74B
$89.1M 0.73%
539,726
+59,665
+12% +$9.45M
ORLY icon
34
O'Reilly Automotive
ORLY
$73.2B
$85.7M 0.7%
+1,084,365
New +$87.4M
DECK icon
35
Deckers Outdoor
DECK
$13.4B
$84.9M 0.69%
417,882
+197,400
+90% +$35.7M
KKR icon
36
KKR & Co
KKR
$92.9B
$84.6M 0.69%
572,098
-10,049
-2% -$1.47M
GILD icon
37
Gilead Sciences
GILD
$161B
$84M 0.68%
908,894
+635,209
+232% +$57.2M
CVX icon
38
Chevron
CVX
$387B
$80.5M 0.66%
555,941
+330,216
+146% +$50.5M
NOW icon
39
ServiceNow
NOW
$119B
$80.2M 0.65%
378,400
-4,895
-1% -$992K
ET icon
40
Energy Transfer Partners
ET
$70.3B
$79.1M 0.65%
+4,038,442
New +$71.5M
RMD icon
41
ResMed
RMD
$31.1B
$77.3M 0.63%
338,029
-44,043
-12% -$10.6M
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.11T
$77.2M 0.63%
170,286
-116,864
-41% -$54M
FISV
43
Fiserv Inc
FISV
$29.1B
$76.3M 0.62%
371,582
+56,434
+18% +$11.5M
MRVL icon
44
Marvell Technology
MRVL
$170B
$75.3M 0.61%
+682,186
New +$63.3M
ABBV icon
45
AbbVie
ABBV
$434B
$74.7M 0.61%
420,327
+43,991
+12% +$8.09M
SYF icon
46
Synchrony
SYF
$25.3B
$74.3M 0.61%
1,143,570
+4,898
+0.4% +$300K
AMAT icon
47
Applied Materials
AMAT
$408B
$72.9M 0.59%
448,393
-5,443
-1% -$986K
PCG icon
48
PG&E
PCG
$37.8B
$71.8M 0.59%
3,560,305
+2,604,445
+272% +$53M
GS icon
49
Goldman Sachs
GS
$300B
$71.8M 0.59%
125,387
+37,052
+42% +$20.7M
WDAY icon
50
Workday
WDAY
$40.1B
$69M 0.56%
267,503
-51,644
-16% -$13.2M
1
2
3 4 5

Similar funds

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
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.