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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
+0.47%
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
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXC icon
76
Exelon
EXC
$46.5B
$47.8M 0.39%
+1,037,096
New +$43.4M
UMBF icon
77
UMB Financial
UMBF
$11B
$47M 0.38%
464,699
+46,471
+11% +$5.12M
SPIB icon
78
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$46.6M 0.38%
1,402,903
– –
HUBS icon
79
HubSpot
HUBS
$10B
$45.4M 0.37%
79,474
+16,644
+26% +$11.7M
AMT icon
80
American Tower
AMT
$79.8B
$44.7M 0.36%
+205,347
New +$40.3M
VTR icon
81
Ventas
VTR
$47.2B
$41.6M 0.34%
605,331
-238,550
-28% -$15.2M
APD icon
82
Air Products & Chemicals
APD
$66.5B
$41.4M 0.34%
140,405
-221,633
-61% -$68.4M
SNOW icon
83
Snowflake
SNOW
$110B
$41.4M 0.34%
+282,943
New +$48M
VCSH icon
84
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$40.5M 0.33%
512,721
– –
ADP icon
85
Automatic Data Processing
ADP
$109B
$39.9M 0.32%
+130,613
New +$39.4M
CM icon
86
Canadian Imperial Bank of Commerce
CM
$108B
$38.6M 0.31%
685,827
+649,427
+1,784% +$39.2M
AMGN icon
87
Amgen
AMGN
$217B
$38.5M 0.31%
123,440
+105,240
+578% +$31.1M
ADI icon
88
Analog Devices
ADI
$185B
$38.4M 0.31%
190,351
+39,393
+26% +$8.51M
KR icon
89
Kroger
KR
$35.1B
$37.4M 0.3%
+553,140
New +$35.1M
CRH icon
90
CRH
CRH
$65.2B
$37M 0.3%
422,175
-793,191
-65% -$78M
ECL icon
91
Ecolab
ECL
$79.3B
$36.6M 0.3%
144,392
+133,192
+1,189% +$33.6M
GDDY icon
92
GoDaddy
GDDY
$11.3B
$36.5M 0.3%
202,646
-140,532
-41% -$26.9M
IGSB icon
93
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$35.6M 0.29%
679,581
– –
GILD icon
94
Gilead Sciences
GILD
$161B
$35.3M 0.29%
315,424
-593,470
-65% -$61.2M
KLAC icon
95
KLA
KLAC
$255B
$34.5M 0.28%
508,190
+260,240
+105% +$18.7M
VOO icon
96
Vanguard S&P 500 ETF
VOO
$1.01T
$34.5M 0.28%
65,551
-5,390
-8% -$2.91M
SW
97
Smurfit Westrock
SW
$24.7B
$34.2M 0.28%
765,749
-1,140,230
-60% -$57.8M
DIS icon
98
Walt Disney
DIS
$180B
$33.2M 0.27%
336,421
-68,225
-17% -$7.33M
CTVA icon
99
Corteva
CTVA
$51.4B
$32.9M 0.27%
+523,525
New +$32.4M
SPMB icon
100
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.97B
$32.7M 0.26%
1,482,295
– –
2 3
4
5 6

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WANY
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IMPI
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Fundsmith LLP
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
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TRSOTSOK
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GC
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Zurich Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.