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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
101
Norfolk Southern
NSC
$76.4B
$34.8M 0.27%
121,096
+31,527
+35% +$9.37M
CRH icon
102
CRH
CRH
$68.8B
$34.5M 0.27%
328,353
-885,151
-73% -$104M
UNP icon
103
Union Pacific
UNP
$179B
$33.3M 0.26%
137,416
-70,199
-34% -$17.2M
SPMB icon
104
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.02B
$33.2M 0.26%
1,482,295
– –
FCX icon
105
Freeport-McMoran
FCX
$83.9B
$32.8M 0.26%
557,773
-1,722,687
-76% -$104M
SCHW
106
Charles Schwab
SCHW
$177B
$32.8M 0.26%
348,675
-11,443
-3% -$1.12M
ETN icon
107
Eaton
ETN
$155B
$32.2M 0.25%
+89,928
New +$32M
MBB icon
108
iShares MBS ETF
MBB
$39.3B
$32.1M 0.25%
338,060
– –
AMAT icon
109
Applied Materials
AMAT
$421B
$31.3M 0.25%
91,545
+71,159
+349% +$23.9M
CVS icon
110
CVS Health
CVS
$137B
$30.7M 0.24%
+427,005
New +$32.9M
LMT icon
111
Lockheed Martin
LMT
$117B
$30.4M 0.24%
50,367
+44,887
+819% +$27.7M
DIS icon
112
Walt Disney
DIS
$170B
$30.3M 0.24%
314,866
-86,992
-22% -$9.19M
ISRG icon
113
Intuitive Surgical
ISRG
$122B
$30.3M 0.24%
65,644
-70,329
-52% -$35.6M
AXP icon
114
American Express
AXP
$242B
$30.2M 0.24%
99,967
-9,158
-8% -$3.07M
AER icon
115
AerCap
AER
$23.2B
$30.1M 0.24%
219,061
-24,896
-10% -$3.56M
NOW icon
116
ServiceNow
NOW
$106B
$29.9M 0.23%
+285,590
New +$33.6M
BKNG icon
117
Booking.com
BKNG
$141B
$29.9M 0.23%
177,250
+5,175
+3% +$952K
ALC icon
118
Alcon
ALC
$34.3B
$29.8M 0.23%
403,692
+302,797
+300% +$24.2M
TD icon
119
Toronto Dominion Bank
TD
$204B
$29.8M 0.23%
320,362
-20,801
-6% -$1.98M
INTC icon
120
Intel
INTC
$478B
$29.4M 0.23%
+667,045
New +$30.6M
EXPD icon
121
Expeditors International
EXPD
$23.9B
$28.8M 0.23%
201,153
-97,539
-33% -$14.8M
CB icon
122
Chubb
CB
$137B
$28.4M 0.22%
87,281
-53,353
-38% -$17.1M
NEM icon
123
Newmont
NEM
$95.8B
$28.3M 0.22%
261,646
+258,430
+8,036% +$29.8M
PFE icon
124
Pfizer
PFE
$143B
$28.3M 0.22%
+1,007,804
New +$26.8M
BLK icon
125
Blackrock
BLK
$166B
$27.7M 0.22%
28,776
+25,176
+699% +$26.5M
3 4
5
6 7

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Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.