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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPIB icon
76
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$47.5M 0.34%
1,402,903
– –
IGSB icon
77
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$47.4M 0.34%
894,272
– –
SE icon
78
Sea Limited
SE
$69.4B
$46.5M 0.33%
260,376
+90,799
+54% +$15.6M
CM icon
79
Canadian Imperial Bank of Commerce
CM
$109B
$46.5M 0.33%
582,619
-1,204,835
-67% -$90.7M
XYL icon
80
Xylem
XYL
$28.4B
$45.2M 0.32%
+306,254
New +$42.5M
VCSH icon
81
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$41M 0.29%
512,721
– –
DASH icon
82
DoorDash
DASH
$89.5B
$40.2M 0.29%
147,912
-276,441
-65% -$69.3M
URI icon
83
United Rentals
URI
$72.1B
$40M 0.29%
41,927
+38,599
+1,160% +$34.4M
BLK icon
84
Blackrock
BLK
$175B
$39.7M 0.28%
34,030
+30,430
+845% +$34M
CRM icon
85
Salesforce
CRM
$157B
$38.5M 0.28%
+162,614
New +$41M
C icon
86
Citigroup
C
$232B
$38.2M 0.27%
376,721
+18,711
+5% +$1.78M
LRCX icon
87
Lam Research
LRCX
$385B
$38.2M 0.27%
285,332
-837,100
-75% -$88.6M
DUK icon
88
Duke Energy
DUK
$95.7B
$36.5M 0.26%
294,586
-89,701
-23% -$10.9M
KKR icon
89
KKR & Co
KKR
$94.8B
$36.3M 0.26%
279,084
-232,190
-45% -$33M
PFE icon
90
Pfizer
PFE
$145B
$36.1M 0.26%
+1,418,616
New +$35M
EFX icon
91
Equifax
EFX
$20.6B
$36M 0.26%
+140,444
New +$35.3M
AXP icon
92
American Express
AXP
$235B
$35.8M 0.26%
+107,920
New +$34.3M
EXE
93
Expand Energy Corp
EXE
$21.1B
$33.9M 0.24%
318,851
-237,631
-43% -$23.8M
AMGN icon
94
Amgen
AMGN
$220B
$33.8M 0.24%
119,651
+101,451
+557% +$29.4M
SRE icon
95
Sempra
SRE
$55.6B
$33.6M 0.24%
373,406
-18,221
-5% -$1.48M
SPMB icon
96
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.99B
$33.2M 0.24%
1,482,295
– –
SW
97
Smurfit Westrock
SW
$25.4B
$32.8M 0.23%
780,231
-581,112
-43% -$26.3M
VLO icon
98
Valero Energy
VLO
$87.7B
$32.7M 0.23%
192,321
+834
+0.4% +$124K
SCHW
99
Charles Schwab
SCHW
$187B
$32.5M 0.23%
340,829
-1,004,180
-75% -$95.3M
PLD icon
100
Prologis
PLD
$131B
$32.2M 0.23%
+281,290
New +$30.9M
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 Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.