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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
76
Caterpillar
CAT
$382B
$45.6M 0.35%
+117,414
New +$39.1M
NOW icon
77
ServiceNow
NOW
$118B
$45.4M 0.35%
+220,625
New +$41.6M
DUK icon
78
Duke Energy
DUK
$96.9B
$45.3M 0.35%
384,287
-671,195
-64% -$79.2M
SHOP icon
79
Shopify
SHOP
$152B
$44.6M 0.34%
386,544
+51,705
+15% +$5.17M
ZS icon
80
Zscaler
ZS
$25B
$43M 0.33%
136,902
+10,993
+9% +$2.74M
VCSH icon
81
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$40.8M 0.31%
512,721
– –
MRK icon
82
Merck
MRK
$316B
$40.6M 0.31%
513,307
+481,007
+1,489% +$38.2M
CNP icon
83
CenterPoint Energy
CNP
$27.6B
$38.7M 0.3%
1,052,730
+438,773
+71% +$16.3M
LPLA icon
84
LPL Financial
LPLA
$28.8B
$37.3M 0.29%
+99,455
New +$34.8M
EW icon
85
Edwards Lifesciences
EW
$51.1B
$35.8M 0.28%
+458,174
New +$34.2M
TRV icon
86
Travelers Companies
TRV
$78B
$33.3M 0.26%
124,308
+40,795
+49% +$10.8M
HIG icon
87
Hartford Financial Services
HIG
$39.2B
$32.9M 0.25%
+259,528
New +$32.3M
SPMB icon
88
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.96B
$32.7M 0.25%
1,482,295
– –
CEG icon
89
Constellation Energy
CEG
$97.7B
$32.7M 0.25%
101,395
+27,478
+37% +$7.27M
NDAQ icon
90
Nasdaq
NDAQ
$52.6B
$32.5M 0.25%
+363,960
New +$29.1M
GILD icon
91
Gilead Sciences
GILD
$163B
$31.8M 0.25%
286,535
-28,889
-9% -$3.07M
MBB icon
92
iShares MBS ETF
MBB
$38.8B
$31.7M 0.25%
338,060
– –
COST icon
93
Costco
COST
$423B
$31.7M 0.24%
32,011
-65,403
-67% -$65M
AER icon
94
AerCap
AER
$24.2B
$30.6M 0.24%
261,738
+132,056
+102% +$14.3M
C icon
95
Citigroup
C
$224B
$30.5M 0.24%
358,010
-56,051
-14% -$4.05M
VOO icon
96
Vanguard S&P 500 ETF
VOO
$993B
$30.1M 0.23%
53,151
-12,400
-19% -$6.52M
STLA icon
97
Stellantis
STLA
$21.3B
$30.1M 0.23%
3,012,778
+2,204,365
+273% +$21.7M
SRE icon
98
Sempra
SRE
$57.3B
$29.7M 0.23%
+391,627
New +$29.1M
TXN icon
99
Texas Instruments
TXN
$246B
$29.4M 0.23%
141,820
-348,654
-71% -$61.9M
AMD icon
100
Advanced Micro Devices
AMD
$790B
$28.3M 0.22%
+199,763
New +$21.7M
2 3
4
5 6

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TRSOTSOK
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Zurich Insurance Group's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.