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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
+0.47%
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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
51
Lam Research
LRCX
$398B
$74.3M 0.6%
1,021,595
+595,943
+140% +$46.9M
HON icon
52
Honeywell
HON
$78.9B
$72.4M 0.59%
362,740
+112,966
+45% +$22.9M
APO icon
53
Apollo Global Management
APO
$76.8B
$71M 0.57%
518,226
-21,500
-4% -$3.31M
AIT icon
54
Applied Industrial Technologies
AIT
$13.2B
$70.6M 0.57%
313,316
-66,144
-17% -$16.3M
SPOT icon
55
Spotify
SPOT
$98.3B
$69M 0.56%
125,485
+48,083
+62% +$26.9M
ET icon
56
Energy Transfer Partners
ET
$70B
$68.9M 0.56%
3,703,877
-334,565
-8% -$6.52M
MMM icon
57
3M
MMM
$93.6B
$68.8M 0.56%
+468,623
New +$68.9M
BN icon
58
Brookfield
BN
$109B
$68.4M 0.55%
1,959,455
+584,408
+43% +$22.1M
YUM icon
59
Yum! Brands
YUM
$40.3B
$66.6M 0.54%
+423,335
New +$61M
TSCO icon
60
Tractor Supply
TSCO
$17.4B
$64.8M 0.53%
+1,176,330
New +$64.4M
COF icon
61
Capital One
COF
$136B
$64.1M 0.52%
+357,547
New +$67.5M
KO icon
62
Coca-Cola
KO
$372B
$63.5M 0.51%
+886,995
New +$59.2M
AXON
63
Axon Enterprise
AXON
$48.9B
$62.9M 0.51%
119,522
-58,874
-33% -$34.5M
KKR icon
64
KKR & Co
KKR
$97.2B
$62M 0.5%
535,984
-36,114
-6% -$4.97M
MSI icon
65
Motorola Solutions
MSI
$73.5B
$60.4M 0.49%
137,909
+38,012
+38% +$17M
ROL icon
66
Rollins
ROL
$18.2B
$59.1M 0.48%
+1,093,339
New +$54.9M
CRM icon
67
Salesforce
CRM
$156B
$58.5M 0.47%
217,930
-344,195
-61% -$107M
AJG icon
68
Arthur J. Gallagher & Co
AJG
$63.6B
$58M 0.47%
+168,118
New +$53.1M
MCK icon
69
McKesson
MCK
$97.2B
$57.3M 0.46%
+85,101
New +$52.6M
HD icon
70
Home Depot
HD
$347B
$55.5M 0.45%
151,363
-95,713
-39% -$37.3M
AEM icon
71
Agnico Eagle Mines
AEM
$76.3B
$55.2M 0.45%
509,058
+125,223
+33% +$12M
PANW icon
72
Palo Alto Networks
PANW
$299B
$53.2M 0.43%
+311,874
New +$57.7M
GS icon
73
Goldman Sachs
GS
$311B
$53M 0.43%
97,004
-28,383
-23% -$17.1M
TMUS icon
74
T-Mobile US
TMUS
$190B
$50.8M 0.41%
190,623
+61,128
+47% +$15.1M
PCTY icon
75
Paylocity
PCTY
$7.67B
$48M 0.39%
+256,206
New +$51.2M
1 2
3
4 5

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IMPI
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Fundsmith LLP
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AIM
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.