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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
76
Southern Company
SO
$107B
$45.8M 0.36%
+474,841
New +$43.9M
DE icon
77
Deere & Co
DE
$161B
$45.4M 0.36%
+80,537
New +$45.4M
PEP icon
78
PepsiCo
PEP
$187B
$45.1M 0.35%
290,639
+126,359
+77% +$19.7M
VZ icon
79
Verizon
VZ
$182B
$44.8M 0.35%
892,639
+748,739
+520% +$34.7M
GLW icon
80
Corning
GLW
$133B
$44M 0.35%
+323,933
New +$39.1M
GS icon
81
Goldman Sachs
GS
$314B
$43.7M 0.34%
51,628
-11,754
-19% -$10.5M
SHOP icon
82
Shopify
SHOP
$160B
$43.7M 0.34%
368,059
-41,102
-10% -$5.4M
SRE icon
83
Sempra
SRE
$60.3B
$43.6M 0.34%
448,352
+18,028
+4% +$1.65M
ORCL icon
84
Oracle
ORCL
$364B
$42.9M 0.34%
291,637
+216,704
+289% +$35.2M
T icon
85
AT&T
T
$152B
$42.7M 0.34%
1,471,698
+1,345,498
+1,066% +$35.9M
SGOV icon
86
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$42M 0.33%
417,450
-255,646
-38% -$25.7M
UNM icon
87
Unum
UNM
$14.2B
$41.3M 0.32%
565,595
-193,895
-26% -$14.5M
VCSH icon
88
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$40.6M 0.32%
512,721
– –
HAL icon
89
Halliburton
HAL
$29.4B
$39.7M 0.31%
+1,017,253
New +$35.2M
CW icon
90
Curtiss-Wright
CW
$26.1B
$39.5M 0.31%
58,056
-5,315
-8% -$3.54M
ET icon
91
Energy Transfer Partners
ET
$69.9B
$38.4M 0.3%
1,990,834
– –
AMGN icon
92
Amgen
AMGN
$198B
$37.7M 0.3%
107,137
+88,937
+489% +$31.7M
FIX icon
93
Comfort Systems
FIX
$58.9B
$37.1M 0.29%
+26,940
New +$34.2M
SBUX icon
94
Starbucks
SBUX
$120B
$37.1M 0.29%
+414,219
New +$39.2M
HON icon
95
Honeywell
HON
$71.3B
$36.5M 0.29%
161,421
+152,221
+1,655% +$34.8M
TPR icon
96
Tapestry
TPR
$28.6B
$36.2M 0.28%
256,287
-246,825
-49% -$35M
MNST icon
97
Monster Beverage
MNST
$95.4B
$35.7M 0.28%
493,258
-124,189
-20% -$9.79M
CSX icon
98
CSX Corp
CSX
$94.3B
$35.3M 0.28%
+860,775
New +$33.7M
DELL icon
99
Dell
DELL
$256B
$35M 0.28%
213,377
+196,477
+1,163% +$26.2M
PH icon
100
Parker-Hannifin
PH
$120B
$34.9M 0.27%
38,973
+9,533
+32% +$9.02M
2 3
4
5 6

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IMPI
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PAS
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AIM
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.