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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWV
51
CoreWeave
CRWV
$49.8B
$82.4M 0.59%
+602,187
New +$71.2M
BA icon
52
Boeing
BA
$189B
$80.4M 0.57%
372,635
-207,384
-36% -$46.8M
TEL icon
53
TE Connectivity
TEL
$63B
$78.7M 0.56%
358,368
+343,668
+2,338% +$68.9M
KGC icon
54
Kinross Gold
KGC
$30.2B
$75M 0.54%
+3,025,150
New +$58.2M
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.11T
$74.1M 0.53%
147,441
+588
+0.4% +$285K
SNOW icon
56
Snowflake
SNOW
$110B
$72.1M 0.52%
319,822
+97,901
+44% +$21M
DHI icon
57
D.R. Horton
DHI
$42.3B
$72M 0.51%
+425,012
New +$66.8M
FAST icon
58
Fastenal
FAST
$57.6B
$70.7M 0.51%
+1,442,212
New +$68.1M
T icon
59
AT&T
T
$157B
$69M 0.49%
2,442,408
-805,003
-25% -$22.9M
AEM icon
60
Agnico Eagle Mines
AEM
$82.8B
$68.3M 0.49%
405,821
-2,224
-0.5% -$306K
CVX icon
61
Chevron
CVX
$372B
$67.8M 0.48%
436,460
+261,374
+149% +$40.5M
CNM icon
62
Core & Main
CNM
$8.68B
$67.3M 0.48%
+1,249,927
New +$75.7M
COR icon
63
Cencora
COR
$62B
$64.7M 0.46%
207,125
+197,825
+2,127% +$58.2M
ET icon
64
Energy Transfer Partners
ET
$70.5B
$63.6M 0.45%
3,703,877
– –
SHOP icon
65
Shopify
SHOP
$190B
$63.3M 0.45%
425,742
+39,198
+10% +$5.31M
INTU icon
66
Intuit
INTU
$88.5B
$61.3M 0.44%
89,827
-112,305
-56% -$81M
SPOT icon
67
Spotify
SPOT
$101B
$58.6M 0.42%
83,969
-12,876
-13% -$9M
NRG icon
68
NRG Energy
NRG
$25.6B
$58.4M 0.42%
360,387
-358,957
-50% -$55.9M
SYK icon
69
Stryker
SYK
$128B
$57.9M 0.41%
156,712
-58,791
-27% -$22.7M
TLN
70
Talen Energy Corp
TLN
$16B
$56.5M 0.4%
132,807
+59,547
+81% +$21.5M
AMD icon
71
Advanced Micro Devices
AMD
$793B
$55.1M 0.39%
340,394
+140,631
+70% +$22.7M
WFC icon
72
Wells Fargo
WFC
$270B
$52.9M 0.38%
630,792
-9,861
-2% -$800K
RACE icon
73
Ferrari
RACE
$71.4B
$51.4M 0.37%
106,441
+58,573
+122% +$28.1M
EL icon
74
Estee Lauder
EL
$31.6B
$50.7M 0.36%
+574,801
New +$51.2M
PM icon
75
Philip Morris
PM
$295B
$50M 0.36%
308,249
-353,706
-53% -$59.5M
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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GC
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Zurich Insurance Group's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

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

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.