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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$320B
$69.5M 0.48%
197,011
-5,955
-3% -$1.94M
BNY
52
Bank of New York Mellon
BNY
$112B
$69.2M 0.48%
478,616
+70,034
+17% +$9.58M
RTX icon
53
RTX Corp
RTX
$271B
$68.1M 0.47%
358,849
-102,715
-22% -$18.8M
GWW icon
54
W.W. Grainger
GWW
$62.4B
$66.6M 0.46%
+48,923
New +$60.3M
RL icon
55
Ralph Lauren
RL
$20.9B
$66.3M 0.46%
165,141
+116,402
+239% +$43.3M
ADI icon
56
Analog Devices
ADI
$176B
$65.6M 0.45%
165,082
-63,045
-28% -$25M
BMO icon
57
Bank of Montreal
BMO
$122B
$64.9M 0.45%
367,582
-165,726
-31% -$26M
DHI icon
58
D.R. Horton
DHI
$39.9B
$64M 0.44%
+392,834
New +$58.6M
TTWO icon
59
Take-Two Interactive
TTWO
$40.1B
$62.5M 0.43%
249,965
+197,285
+374% +$43.5M
UNM icon
60
Unum
UNM
$15.2B
$61.8M 0.43%
691,751
+126,156
+22% +$10.5M
TRGP icon
61
Targa Resources
TRGP
$62.2B
$61.7M 0.43%
230,075
+169,420
+279% +$43.5M
LIN icon
62
Linde
LIN
$220B
$60.5M 0.42%
116,680
-82,105
-41% -$41.6M
RY icon
63
Royal Bank of Canada
RY
$292B
$60.1M 0.42%
290,572
-5,174
-2% -$960K
FTNT icon
64
Fortinet
FTNT
$115B
$59.7M 0.41%
388,310
+215,135
+124% +$24.9M
IBM icon
65
IBM
IBM
$221B
$58.8M 0.41%
209,181
-78,011
-27% -$19.7M
COF icon
66
Capital One
COF
$135B
$57.8M 0.4%
288,204
+165,804
+135% +$31.7M
ALAB icon
67
Astera Labs
ALAB
$53.8B
$57.6M 0.4%
+119,208
New +$31.6M
VOO icon
68
Vanguard S&P 500 ETF
VOO
$1.03T
$56.4M 0.39%
82,114
+42,815
+109% +$28.5M
KEYS icon
69
Keysight
KEYS
$55.7B
$56.4M 0.39%
160,985
-29,358
-15% -$10M
BE icon
70
Bloom Energy
BE
$74.5B
$54.8M 0.38%
180,926
+26,900
+17% +$6.89M
GS icon
71
Goldman Sachs
GS
$302B
$54.7M 0.38%
54,062
+2,434
+5% +$2.37M
BLDR icon
72
Builders FirstSource
BLDR
$7.08B
$53.9M 0.37%
602,233
+488,173
+428% +$39M
UBS icon
73
UBS Group
UBS
$170B
$53.7M 0.37%
1,083,128
+503,165
+87% +$22.9M
SBUX icon
74
Starbucks
SBUX
$119B
$53.4M 0.37%
522,928
+108,709
+26% +$10.9M
ETR icon
75
Entergy
ETR
$51.3B
$51.7M 0.36%
+450,286
New +$50.8M
1 2
3
4 5

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IA
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AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BIP
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CII
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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.