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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STX icon
26
Seagate
STX
$189B
$126M 0.9%
533,797
-23,770
-4% -$4.06M
UBER icon
27
Uber
UBER
$146B
$123M 0.88%
1,258,057
+27,452
+2% +$2.57M
GEV icon
28
GE Vernova
GEV
$268B
$121M 0.86%
196,460
-48,951
-20% -$29.7M
HCA icon
29
HCA Healthcare
HCA
$88B
$115M 0.82%
269,912
+262,912
+3,756% +$102M
TPR icon
30
Tapestry
TPR
$31.4B
$114M 0.81%
1,003,728
+56,539
+6% +$5.92M
TTWO icon
31
Take-Two Interactive
TTWO
$45.8B
$113M 0.81%
+436,783
New +$103M
IBM icon
32
IBM
IBM
$213B
$113M 0.8%
398,942
-82,862
-17% -$21.7M
CFG icon
33
Citizens Financial Group
CFG
$30.7B
$111M 0.79%
2,082,961
+1,594,326
+326% +$79.4M
GS icon
34
Goldman Sachs
GS
$303B
$110M 0.79%
138,516
-58,004
-30% -$43M
WYNN icon
35
Wynn Resorts
WYNN
$10.2B
$110M 0.79%
+859,229
New +$99.2M
JNJ icon
36
Johnson & Johnson
JNJ
$613B
$108M 0.77%
580,943
+153,548
+36% +$26.3M
HIG icon
37
Hartford Financial Services
HIG
$39.2B
$107M 0.76%
799,973
+540,445
+208% +$69.3M
KLAC icon
38
KLA
KLAC
$239B
$102M 0.73%
950,260
-30,920
-3% -$2.88M
ORCL icon
39
Oracle
ORCL
$409B
$102M 0.73%
363,980
-424,165
-54% -$108M
MA icon
40
Mastercard
MA
$500B
$100M 0.72%
176,669
-116,770
-40% -$67.1M
AXON
41
Axon Enterprise
AXON
$46.4B
$98.7M 0.7%
137,473
-33,411
-20% -$25.4M
NKE icon
42
Nike
NKE
$63.3B
$98.1M 0.7%
+1,406,585
New +$105M
XOM icon
43
ExxonMobil
XOM
$643B
$93.9M 0.67%
832,573
-58,945
-7% -$6.55M
RTX icon
44
RTX Corp
RTX
$292B
$93.7M 0.67%
560,096
-399,953
-42% -$62.1M
APH icon
45
Amphenol
APH
$201B
$87.2M 0.62%
704,410
-45,614
-6% -$5.01M
PLTR icon
46
Palantir
PLTR
$301B
$87.1M 0.62%
477,639
+87,356
+22% +$14.2M
CAT icon
47
Caterpillar
CAT
$382B
$86.6M 0.62%
181,462
+64,048
+55% +$27.3M
REGN icon
48
Regeneron Pharmaceuticals
REGN
$78.2B
$84.2M 0.6%
149,804
+127,153
+561% +$71.9M
MET icon
49
MetLife
MET
$62B
$83.8M 0.6%
+1,017,104
New +$80M
DD icon
50
DuPont de Nemours
DD
$19.1B
$83M 0.59%
+848,514
New +$80M
1
2
3 4 5

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Zurich Insurance Group's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.