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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
76
Air Products & Chemicals
APD
$67.1B
$51.2M 0.36%
174,658
+117,148
+204% +$34.1M
SNOW icon
77
Snowflake
SNOW
$117B
$50.6M 0.35%
198,678
+64,019
+48% +$11.8M
NRG icon
78
NRG Energy
NRG
$25B
$50M 0.35%
342,196
+216,390
+172% +$31.2M
TPR icon
79
Tapestry
TPR
$24.4B
$49M 0.34%
334,595
+78,308
+31% +$11.2M
PSX icon
80
Phillips 66
PSX
$102B
$48.9M 0.34%
289,016
+175,312
+154% +$30.2M
COHR icon
81
Coherent
COHR
$55.2B
$47.5M 0.33%
+120,520
New +$42.6M
TD icon
82
Toronto Dominion Bank
TD
$199B
$47.5M 0.33%
390,811
+70,449
+22% +$7.71M
CAH icon
83
Cardinal Health
CAH
$57.5B
$47.3M 0.33%
199,171
-159,506
-44% -$33.1M
PANW icon
84
Palo Alto Networks
PANW
$272B
$47.2M 0.33%
138,277
-3,277
-2% -$750K
SPIB icon
85
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$46.9M 0.33%
1,402,903
– –
IGSB icon
86
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$46.9M 0.33%
894,272
– –
AJG icon
87
Arthur J. Gallagher & Co
AJG
$67.3B
$46M 0.32%
+200,247
New +$42.5M
WFC icon
88
Wells Fargo
WFC
$272B
$45.7M 0.32%
552,535
+234,889
+74% +$18.9M
GILD icon
89
Gilead Sciences
GILD
$187B
$44.8M 0.31%
354,330
+13,200
+4% +$1.74M
AER icon
90
AerCap
AER
$22.9B
$44.3M 0.31%
303,960
+84,899
+39% +$12.1M
XEL icon
91
Xcel Energy
XEL
$47.3B
$43.3M 0.3%
539,509
-239,792
-31% -$19.1M
NFLX icon
92
Netflix
NFLX
$326B
$42.7M 0.3%
597,844
-744,716
-55% -$65.6M
WSM icon
93
Williams-Sonoma
WSM
$26.8B
$42.2M 0.29%
181,169
+162,669
+879% +$32.2M
SGOV icon
94
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$42M 0.29%
417,450
– –
ROK icon
95
Rockwell Automation
ROK
$48.2B
$41.7M 0.29%
84,253
+26,333
+45% +$11.5M
AMGN icon
96
Amgen
AMGN
$236B
$41.2M 0.29%
113,643
+6,506
+6% +$2.23M
CSX icon
97
CSX Corp
CSX
$91.5B
$41M 0.28%
861,882
+1,107
+0.1% +$50K
VCSH icon
98
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$40.5M 0.28%
512,721
– –
MPWR icon
99
Monolithic Power Systems
MPWR
$60.1B
$39.9M 0.28%
28,857
+8,659
+43% +$13M
FIX icon
100
Comfort Systems
FIX
$56.7B
$39.2M 0.27%
19,777
-7,163
-27% -$13M
2 3
4
5 6

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AB
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SMDAM
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NYLIM
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AAMU
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BIP
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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.