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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CM icon
26
Canadian Imperial Bank of Commerce
CM
$108B
$127M 0.98%
1,787,454
+1,101,627
+161% +$70.9M
ETN icon
27
Eaton
ETN
$161B
$126M 0.97%
+352,116
New +$108M
SCHW
28
Charles Schwab
SCHW
$183B
$123M 0.95%
+1,345,009
New +$113M
BA icon
29
Boeing
BA
$171B
$122M 0.94%
+580,019
New +$110M
PM icon
30
Philip Morris
PM
$297B
$121M 0.93%
661,955
-178,164
-21% -$30.6M
ABBV icon
31
AbbVie
ABBV
$443B
$121M 0.93%
649,397
+58,441
+10% +$10.9M
ABT icon
32
Abbott
ABT
$183B
$118M 0.91%
864,712
-250,802
-22% -$33.1M
NRG icon
33
NRG Energy
NRG
$28.3B
$116M 0.89%
719,344
+424,143
+144% +$55.9M
UBER icon
34
Uber
UBER
$143B
$115M 0.89%
+1,230,605
New +$101M
COF icon
35
Capital One
COF
$128B
$113M 0.88%
532,523
+174,976
+49% +$32.6M
BKNG icon
36
Booking.com
BKNG
$149B
$113M 0.87%
+488,400
New +$100M
CTVA icon
37
Corteva
CTVA
$52.6B
$111M 0.86%
1,493,059
+969,534
+185% +$64.6M
LRCX icon
38
Lam Research
LRCX
$367B
$109M 0.84%
1,122,432
+100,837
+10% +$8M
MCHP icon
39
Microchip Technology
MCHP
$40.3B
$108M 0.84%
+1,536,416
New +$84.4M
DASH icon
40
DoorDash
DASH
$85.5B
$105M 0.81%
+424,353
New +$85.1M
CRWD icon
41
CrowdStrike
CRWD
$194B
$101M 0.78%
+791,564
New +$85.8M
CAH icon
42
Cardinal Health
CAH
$53.9B
$100M 0.77%
596,124
-350,626
-37% -$52M
XOM icon
43
ExxonMobil
XOM
$644B
$96.1M 0.74%
891,518
-58,211
-6% -$6.22M
T icon
44
AT&T
T
$159B
$94M 0.73%
3,247,411
-1,187,993
-27% -$32.7M
SYF icon
45
Synchrony
SYF
$24.7B
$89.6M 0.69%
+1,342,795
New +$75.1M
KLAC icon
46
KLA
KLAC
$239B
$87.9M 0.68%
981,180
+472,990
+93% +$35.6M
WMT icon
47
Walmart Inc
WMT
$885B
$87.5M 0.68%
894,702
-1,021,593
-53% -$97.3M
SYK icon
48
Stryker
SYK
$125B
$85.3M 0.66%
215,503
-22,124
-9% -$8.28M
TPR icon
49
Tapestry
TPR
$30.8B
$83.2M 0.64%
+947,189
New +$71.7M
STX icon
50
Seagate
STX
$194B
$80.5M 0.62%
+557,567
New +$57.7M
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 Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.