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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
51
Applied Materials
AMAT
$403B
$78.7M 0.61%
429,683
+286,488
+200% +$45.4M
SPOT icon
52
Spotify
SPOT
$103B
$74.3M 0.57%
96,845
-28,640
-23% -$18.4M
APH icon
53
Amphenol
APH
$198B
$74.1M 0.57%
750,024
+715,024
+2,043% +$58.5M
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.1T
$71.3M 0.55%
146,853
-146,519
-50% -$74.4M
DE icon
55
Deere & Co
DE
$160B
$70.8M 0.55%
139,280
-77,032
-36% -$37.7M
KKR icon
56
KKR & Co
KKR
$91.1B
$68M 0.53%
511,274
-24,710
-5% -$2.89M
ET icon
57
Energy Transfer Partners
ET
$70.1B
$67.2M 0.52%
3,703,877
– –
JNJ icon
58
Johnson & Johnson
JNJ
$618B
$65.3M 0.5%
427,395
-361,191
-46% -$55.5M
EXE
59
Expand Energy Corp
EXE
$21.8B
$65.1M 0.5%
556,482
-422,547
-43% -$47.2M
BN icon
60
Brookfield
BN
$104B
$61.5M 0.48%
1,493,433
-466,022
-24% -$17.3M
CRH icon
61
CRH
CRH
$63.2B
$59.7M 0.46%
650,413
+228,238
+54% +$20.8M
SW
62
Smurfit Westrock
SW
$24.1B
$58.7M 0.45%
1,361,343
+595,594
+78% +$25.5M
UNH icon
63
UnitedHealth
UNH
$376B
$57.2M 0.44%
183,434
-14,153
-7% -$5.41M
DIS icon
64
Walt Disney
DIS
$167B
$57M 0.44%
459,967
+123,546
+37% +$12.8M
UNM icon
65
Unum
UNM
$13.6B
$54.4M 0.42%
673,801
-284,374
-30% -$22.5M
PLTR icon
66
Palantir
PLTR
$295B
$53.2M 0.41%
+390,283
New +$45.8M
IRM icon
67
Iron Mountain
IRM
$36.4B
$52.7M 0.41%
+513,791
New +$48.4M
WFC icon
68
Wells Fargo
WFC
$261B
$51.3M 0.4%
640,653
-995,774
-61% -$71.8M
WELL icon
69
Welltower
WELL
$169B
$50.1M 0.39%
326,167
-296,413
-48% -$44.3M
SNOW icon
70
Snowflake
SNOW
$102B
$49.7M 0.38%
221,921
-61,022
-22% -$11M
LIN icon
71
Linde
LIN
$221B
$49.3M 0.38%
105,016
-110,839
-51% -$50.6M
AEM icon
72
Agnico Eagle Mines
AEM
$73.6B
$48.5M 0.38%
408,045
-101,013
-20% -$11.7M
IGSB icon
73
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$47.2M 0.36%
894,272
+214,691
+32% +$11.2M
SPIB icon
74
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$47.1M 0.36%
1,402,903
– –
MCK icon
75
McKesson
MCK
$100B
$46M 0.36%
62,713
-22,388
-26% -$15.8M
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
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.