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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
26
Freeport-McMoran
FCX
$91.5B
$116M 0.8%
2,280,460
+2,009,247
+741% +$87.1M
COF icon
27
Capital One
COF
$134B
$115M 0.8%
474,335
-178,622
-27% -$39.8M
BA icon
28
Boeing
BA
$185B
$114M 0.79%
524,402
+151,767
+41% +$31.2M
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.11T
$111M 0.77%
221,533
+74,092
+50% +$36.9M
NEE icon
30
NextEra Energy
NEE
$181B
$109M 0.76%
1,358,134
+956,269
+238% +$79.2M
XOM icon
31
ExxonMobil
XOM
$643B
$107M 0.74%
889,361
+56,788
+7% +$6.59M
KLAC icon
32
KLA
KLAC
$239B
$104M 0.72%
857,570
-92,690
-10% -$10.9M
PLTR icon
33
Palantir
PLTR
$301B
$103M 0.71%
577,910
+100,271
+21% +$18.2M
CAT icon
34
Caterpillar
CAT
$382B
$102M 0.71%
178,067
-3,395
-2% -$1.89M
MA icon
35
Mastercard
MA
$500B
$102M 0.71%
178,643
+1,974
+1% +$1.1M
B
36
Barrick Mining
B
$62.6B
$101M 0.7%
2,316,165
+2,236,665
+2,813% +$83.9M
ACN icon
37
Accenture
ACN
$101B
$88.9M 0.62%
+331,269
New +$84.2M
ABBV icon
38
AbbVie
ABBV
$433B
$86.9M 0.6%
380,189
-418,677
-52% -$95.4M
CIEN icon
39
Ciena
CIEN
$55.3B
$86.4M 0.6%
369,225
+333,351
+929% +$64.7M
NFLX icon
40
Netflix
NFLX
$305B
$85.5M 0.59%
911,852
-1,006,438
-52% -$109M
BAC icon
41
Bank of America
BAC
$438B
$81.2M 0.56%
1,476,507
-2,269,932
-61% -$120M
ISRG icon
42
Intuitive Surgical
ISRG
$135B
$77M 0.53%
+135,973
New +$72.4M
HD icon
43
Home Depot
HD
$339B
$76.2M 0.53%
221,572
-117,030
-35% -$42.9M
DLTR icon
44
Dollar Tree
DLTR
$24.9B
$76M 0.53%
+617,515
New +$66.2M
EL icon
45
Estee Lauder
EL
$30.6B
$75.7M 0.53%
723,005
+148,204
+26% +$14.4M
KO icon
46
Coca-Cola
KO
$374B
$73.5M 0.51%
+1,051,608
New +$73.3M
AMD icon
47
Advanced Micro Devices
AMD
$790B
$70.8M 0.49%
330,668
-9,726
-3% -$2.18M
GEV icon
48
GE Vernova
GEV
$268B
$70M 0.49%
107,041
-89,419
-46% -$54.5M
BNY
49
Bank of New York Mellon
BNY
$106B
$68.3M 0.47%
588,557
+369,110
+168% +$40.8M
SGOV icon
50
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.9B
$67.6M 0.47%
+673,096
New +$67.6M
1
2
3 4 5

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WANY
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IMPI
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Fundsmith LLP
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
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TRSOTSOK
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GC
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Zurich Insurance Group's Q4 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.