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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
76
Thermo Fisher Scientific
TMO
$209B
$51.8M 0.36%
+89,312
New +$50.5M
INTU icon
77
Intuit
INTU
$88.5B
$50.2M 0.35%
75,790
-14,037
-16% -$9.28M
MMM icon
78
3M
MMM
$93.6B
$49.9M 0.35%
311,982
+296,882
+1,966% +$48.5M
INSM icon
79
Insmed
INSM
$21.4B
$48.9M 0.34%
+281,098
New +$51.3M
UNP icon
80
Union Pacific
UNP
$176B
$48M 0.33%
207,615
+195,815
+1,659% +$44.7M
SPIB icon
81
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$47.4M 0.33%
1,402,903
– –
MNST icon
82
Monster Beverage
MNST
$92.1B
$47.3M 0.33%
+617,447
New +$44.2M
IGSB icon
83
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$47.3M 0.33%
894,272
– –
DIS icon
84
Walt Disney
DIS
$170B
$45.7M 0.32%
+401,858
New +$44.3M
IDXX icon
85
Idexx Laboratories
IDXX
$46.4B
$44.6M 0.31%
65,870
-159,098
-71% -$108M
EXPD icon
86
Expeditors International
EXPD
$23.7B
$44.5M 0.31%
298,692
+285,492
+2,163% +$38.8M
AON icon
87
Aon
AON
$75.7B
$44.1M 0.31%
124,889
+60,175
+93% +$21M
CB icon
88
Chubb
CB
$134B
$43.9M 0.3%
+140,634
New +$41.1M
ROK icon
89
Rockwell Automation
ROK
$49.5B
$43M 0.3%
+110,410
New +$41.5M
VCSH icon
90
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$40.9M 0.28%
512,721
– –
CFG icon
91
Citizens Financial Group
CFG
$31.1B
$40.8M 0.28%
698,077
-1,384,884
-66% -$74.4M
AXP icon
92
American Express
AXP
$234B
$40.4M 0.28%
109,125
+1,205
+1% +$431K
UBS icon
93
UBS Group
UBS
$175B
$39.6M 0.27%
850,286
+194,626
+30% +$7.86M
LIN icon
94
Linde
LIN
$223B
$39.4M 0.27%
92,379
+57,931
+168% +$24.8M
APH icon
95
Amphenol
APH
$211B
$38.8M 0.27%
287,307
-417,103
-59% -$55.8M
APP icon
96
Applovin
APP
$141B
$38.7M 0.27%
57,460
-220,515
-79% -$139M
QCOM icon
97
Qualcomm
QCOM
$171B
$38.6M 0.27%
225,857
+210,440
+1,365% +$36.1M
SRE icon
98
Sempra
SRE
$56.6B
$38M 0.26%
430,324
+56,918
+15% +$5.18M
GILD icon
99
Gilead Sciences
GILD
$168B
$37.8M 0.26%
307,765
+277,065
+902% +$33.7M
TTE icon
100
TotalEnergies
TTE
$189B
$37.4M 0.26%
+573,443
New +$36.3M
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 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.