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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
51
Advanced Micro Devices
AMD
$808B
$61.6M 0.48%
302,897
-27,771
-8% -$5.93M
ABBV icon
52
AbbVie
ABBV
$450B
$60.3M 0.47%
277,386
-102,803
-27% -$22.8M
BAC icon
53
Bank of America
BAC
$430B
$59.8M 0.47%
1,226,150
-250,357
-17% -$12.9M
PLTR icon
54
Palantir
PLTR
$317B
$59.3M 0.47%
405,463
-172,447
-30% -$26.4M
MCD icon
55
McDonald's
MCD
$190B
$57M 0.45%
183,259
-19,621
-10% -$6.25M
KLAC icon
56
KLA
KLAC
$278B
$56.1M 0.44%
381,260
-476,310
-56% -$69.7M
NDAQ icon
57
Nasdaq
NDAQ
$51.8B
$55.8M 0.44%
657,732
+541,603
+466% +$48.5M
TRV icon
58
Travelers Companies
TRV
$78.5B
$55.7M 0.44%
+190,849
New +$55.9M
MU icon
59
Micron Technology
MU
$959B
$55.3M 0.43%
163,788
-277,763
-63% -$109M
LOW icon
60
Lowe's Companies
LOW
$117B
$54.4M 0.43%
230,271
+119,511
+108% +$31.2M
CRWD icon
61
CrowdStrike
CRWD
$207B
$54.2M 0.43%
+555,112
New +$58.8M
GE icon
62
GE Aerospace
GE
$364B
$53.9M 0.42%
189,937
-17,418
-8% -$5.47M
KEYS icon
63
Keysight
KEYS
$54B
$53.7M 0.42%
+190,343
New +$47.7M
MAR icon
64
Marriott International
MAR
$96.6B
$53M 0.42%
161,920
-46,746
-22% -$15.4M
CDNS icon
65
Cadence Design Systems
CDNS
$91B
$52.9M 0.42%
+190,259
New +$56.8M
FANG icon
66
Diamondback Energy
FANG
$55B
$50.9M 0.4%
+257,444
New +$43.7M
MS icon
67
Morgan Stanley
MS
$339B
$49.3M 0.39%
299,872
-486,667
-62% -$84.3M
UNH icon
68
UnitedHealth
UNH
$387B
$48.5M 0.38%
179,417
-15,369
-8% -$4.58M
BNY
69
Bank of New York Mellon
BNY
$108B
$48.5M 0.38%
408,582
-179,975
-31% -$21.4M
AON icon
70
Aon
AON
$78.4B
$47.9M 0.38%
148,305
+23,416
+19% +$7.78M
RY icon
71
Royal Bank of Canada
RY
$299B
$47.6M 0.37%
295,746
-417,993
-59% -$69.9M
GILD icon
72
Gilead Sciences
GILD
$167B
$47.5M 0.37%
341,130
+33,365
+11% +$4.67M
SPIB icon
73
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$47M 0.37%
1,402,903
– –
IGSB icon
74
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$47M 0.37%
894,272
– –
CHRW icon
75
C.H. Robinson
CHRW
$24.6B
$46M 0.36%
277,285
+264,085
+2,001% +$47.2M
1 2
3
4 5

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Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.