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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
+0.47%
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
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$442B
$124M 1%
2,959,762
-584,746
-16% -$26.1M
ORLY icon
27
O'Reilly Automotive
ORLY
$74.8B
$118M 0.96%
1,239,420
+155,055
+14% +$13.5M
WFC icon
28
Wells Fargo
WFC
$268B
$117M 0.95%
1,636,427
-33,283
-2% -$2.5M
PGR icon
29
Progressive
PGR
$122B
$117M 0.95%
414,183
+193,800
+88% +$50.7M
ORCL icon
30
Oracle
ORCL
$426B
$114M 0.92%
816,677
-160,807
-16% -$26.2M
XOM icon
31
ExxonMobil
XOM
$641B
$113M 0.91%
949,729
+336,810
+55% +$37.2M
GE icon
32
GE Aerospace
GE
$392B
$109M 0.88%
544,530
+225,855
+71% +$44.4M
EXE
33
Expand Energy Corp
EXE
$21.7B
$109M 0.88%
+979,029
New +$102M
WDAY icon
34
Workday
WDAY
$41.7B
$108M 0.87%
461,753
+194,250
+73% +$49.6M
UNH icon
35
UnitedHealth
UNH
$373B
$103M 0.84%
197,587
+5,964
+3% +$3.05M
FISV
36
Fiserv Inc
FISV
$29.3B
$103M 0.84%
467,276
+95,694
+26% +$21M
VRTX icon
37
Vertex Pharmaceuticals
VRTX
$121B
$102M 0.82%
209,906
+158,379
+307% +$73.8M
DE icon
38
Deere & Co
DE
$167B
$102M 0.82%
+216,312
New +$101M
LIN icon
39
Linde
LIN
$222B
$101M 0.81%
215,855
+114,858
+114% +$51.7M
MCD icon
40
McDonald's
MCD
$190B
$98.1M 0.79%
+314,013
New +$93.9M
WELL icon
41
Welltower
WELL
$166B
$95.4M 0.77%
+622,580
New +$88.7M
COST icon
42
Costco
COST
$419B
$92.1M 0.75%
97,414
+44,243
+83% +$43.1M
TJX icon
43
TJX Companies
TJX
$175B
$90.8M 0.74%
+745,630
New +$90.5M
SYK icon
44
Stryker
SYK
$129B
$88.5M 0.72%
237,627
+49,083
+26% +$18.7M
TXN icon
45
Texas Instruments
TXN
$258B
$88.1M 0.71%
490,474
+139,681
+40% +$26.1M
IBM icon
46
IBM
IBM
$219B
$88.1M 0.71%
354,295
+63,489
+22% +$15.5M
MO icon
47
Altria Group
MO
$114B
$87.4M 0.71%
+1,456,925
New +$79.5M
HWM icon
48
Howmet Aerospace
HWM
$116B
$83.4M 0.68%
643,228
-298,493
-32% -$37.9M
CVX icon
49
Chevron
CVX
$381B
$82.9M 0.67%
495,593
-60,348
-11% -$9.45M
UNM icon
50
Unum
UNM
$14.4B
$78.1M 0.63%
958,175
-482,315
-33% -$37.2M
1
2
3 4 5

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IMPI
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AIM
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.