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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
+8.44%
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
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
76
Costco
COST
$420B
$48.7M 0.4%
53,171
-2,696
-5% -$2.5M
UMBF icon
77
UMB Financial
UMBF
$11.3B
$47.2M 0.38%
418,228
-43,486
-9% -$5.03M
MSI icon
78
Motorola Solutions
MSI
$73.5B
$46.2M 0.38%
99,897
-62,237
-38% -$29.5M
SPIB icon
79
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$45.9M 0.37%
1,402,903
– –
DIS icon
80
Walt Disney
DIS
$170B
$45.1M 0.37%
+404,646
New +$42.5M
RCL icon
81
Royal Caribbean
RCL
$87.1B
$44.8M 0.37%
+194,307
New +$43M
HUBS icon
82
HubSpot
HUBS
$12.7B
$43.8M 0.36%
+62,830
New +$40.4M
BRO icon
83
Brown & Brown
BRO
$23.8B
$43.5M 0.35%
426,147
-220,427
-34% -$23.5M
JEF icon
84
Jefferies Financial Group
JEF
$12.8B
$42.9M 0.35%
547,160
-118,536
-18% -$8.53M
LIN icon
85
Linde
LIN
$223B
$42.3M 0.34%
100,997
-23,783
-19% -$10.8M
ETN icon
86
Eaton
ETN
$173B
$42.1M 0.34%
+126,864
New +$44.5M
SBUX icon
87
Starbucks
SBUX
$120B
$41.7M 0.34%
457,460
-840,866
-65% -$81.3M
DDOG icon
88
Datadog
DDOG
$103B
$41.6M 0.34%
+291,274
New +$40M
EQIX icon
89
Equinix
EQIX
$104B
$40.1M 0.33%
42,537
+23,325
+121% +$21.5M
VCSH icon
90
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$40M 0.33%
512,721
– –
VOO icon
91
Vanguard S&P 500 ETF
VOO
$1.01T
$38.4M 0.31%
70,941
+36,880
+108% +$20M
PG icon
92
Procter & Gamble
PG
$345B
$38M 0.31%
226,927
+39,456
+21% +$6.72M
INTU icon
93
Intuit
INTU
$88.5B
$36.6M 0.3%
58,163
-70,868
-55% -$45.3M
ULTA icon
94
Ulta Beauty
ULTA
$23.4B
$36.4M 0.3%
+83,794
New +$32.5M
ADBE icon
95
Adobe
ADBE
$102B
$35.8M 0.29%
80,586
-71,192
-47% -$35.2M
IGSB icon
96
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$35.1M 0.29%
679,581
– –
SPOT icon
97
Spotify
SPOT
$98.3B
$34.6M 0.28%
+77,402
New +$33.1M
RACE icon
98
Ferrari
RACE
$70.8B
$34M 0.28%
79,796
+9,274
+13% +$4.18M
COP icon
99
ConocoPhillips
COP
$144B
$33.5M 0.27%
+337,801
New +$35.9M
T icon
100
AT&T
T
$160B
$32.9M 0.27%
+1,442,705
New +$32.5M
2 3
4
5 6

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IMPI
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AIM
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.