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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXE
51
Expand Energy Corp
EXE
$21.6B
$67.2M 0.47%
609,299
+290,448
+91% +$32.2M
NRG icon
52
NRG Energy
NRG
$24.4B
$67.1M 0.47%
421,222
+60,835
+17% +$10.1M
TTWO icon
53
Take-Two Interactive
TTWO
$45B
$66.4M 0.46%
259,239
-177,544
-41% -$44.3M
SHOP icon
54
Shopify
SHOP
$157B
$65.9M 0.46%
409,161
-16,581
-4% -$2.66M
NBIX icon
55
Neurocrine Biosciences
NBIX
$17B
$65.2M 0.45%
+459,437
New +$66.6M
DD icon
56
DuPont de Nemours
DD
$19B
$65M 0.45%
539,138
-309,376
-36% -$34.8M
MAR icon
57
Marriott International
MAR
$89.8B
$64.7M 0.45%
+208,666
New +$59.6M
ODFL icon
58
Old Dominion Freight Line
ODFL
$45.3B
$64.4M 0.45%
+410,936
New +$58.9M
UNH icon
59
UnitedHealth
UNH
$373B
$64.3M 0.45%
194,786
-178,349
-48% -$60.4M
TPR icon
60
Tapestry
TPR
$31.6B
$64.3M 0.45%
503,112
-500,616
-50% -$57.2M
GE icon
61
GE Aerospace
GE
$393B
$63.9M 0.44%
207,355
-343,041
-62% -$103M
VTR icon
62
Ventas
VTR
$46.5B
$62.7M 0.44%
810,445
+704,004
+661% +$53.1M
MCD icon
63
McDonald's
MCD
$190B
$62M 0.43%
202,880
+194,580
+2,344% +$59.6M
CVX icon
64
Chevron
CVX
$380B
$61.5M 0.43%
403,500
-32,960
-8% -$5.02M
ULTA icon
65
Ulta Beauty
ULTA
$23.4B
$61.5M 0.43%
+101,595
New +$55.8M
CAH icon
66
Cardinal Health
CAH
$54.6B
$60.7M 0.42%
295,268
+276,468
+1,471% +$52M
WFC icon
67
Wells Fargo
WFC
$268B
$59.6M 0.41%
638,978
+8,186
+1% +$711K
TEL icon
68
TE Connectivity
TEL
$62.6B
$59.5M 0.41%
261,518
-96,850
-27% -$22.4M
UNM icon
69
Unum
UNM
$14.4B
$58.9M 0.41%
+759,490
New +$58.1M
HCA icon
70
HCA Healthcare
HCA
$86.5B
$56.9M 0.39%
121,904
-148,008
-55% -$68.7M
HIG icon
71
Hartford Financial Services
HIG
$38.9B
$56.8M 0.39%
412,361
-387,612
-48% -$51.1M
GEHC icon
72
GE HealthCare
GEHC
$31.7B
$56.8M 0.39%
+692,734
New +$54M
MRK icon
73
Merck
MRK
$318B
$55.7M 0.39%
+529,303
New +$49.7M
GS icon
74
Goldman Sachs
GS
$312B
$55.7M 0.39%
63,382
-75,134
-54% -$61.3M
RL icon
75
Ralph Lauren
RL
$22.6B
$53.8M 0.37%
+152,244
New +$51.9M
1 2
3
4 5

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IMPI
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q4 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.