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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVN icon
101
Devon Energy
DVN
$52.9B
$38.8M 0.27%
938,124
+576,593
+159% +$26.7M
XOM icon
102
ExxonMobil
XOM
$656B
$38.5M 0.27%
281,479
-531,923
-65% -$79.6M
MNST icon
103
Monster Beverage
MNST
$85.8B
$38.2M 0.27%
795,864
-190,652
-19% -$8.01M
ET icon
104
Energy Transfer Partners
ET
$74B
$38.1M 0.26%
1,990,834
– –
UTHR icon
105
United Therapeutics
UTHR
$20.9B
$37.9M 0.26%
69,927
+35,099
+101% +$19.8M
JBHT icon
106
JB Hunt Transport Services
JBHT
$25.7B
$37.5M 0.26%
129,581
+42,782
+49% +$11M
TWLO icon
107
Twilio
TWLO
$35.8B
$37.4M 0.26%
+181,126
New +$32.1M
ALC icon
108
Alcon
ALC
$34.1B
$36.5M 0.25%
539,556
+135,864
+34% +$9.52M
TMO icon
109
Thermo Fisher Scientific
TMO
$227B
$36.1M 0.25%
71,916
-61,190
-46% -$29.4M
IVV icon
110
iShares Core S&P 500 ETF
IVV
$889B
$35.2M 0.24%
47,060
+36,790
+358% +$26.8M
DB icon
111
Deutsche Bank
DB
$77.7B
$34.2M 0.24%
1,009,455
+938,153
+1,316% +$30.4M
EQIX icon
112
Equinix
EQIX
$102B
$33.6M 0.23%
32,228
-44,769
-58% -$47.9M
EQH icon
113
Equitable Holdings
EQH
$14.4B
$33.1M 0.23%
+754,713
New +$31.6M
SPMB icon
114
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.1B
$33.1M 0.23%
1,482,295
– –
AXP icon
115
American Express
AXP
$220B
$33M 0.23%
97,659
-2,308
-2% -$739K
CRH icon
116
CRH
CRH
$62.7B
$32.4M 0.22%
302,709
-25,644
-8% -$2.82M
MBB icon
117
iShares MBS ETF
MBB
$39.5B
$31.9M 0.22%
338,060
– –
SRE icon
118
Sempra
SRE
$55B
$31.1M 0.22%
335,459
-112,893
-25% -$10.5M
ROST icon
119
Ross Stores
ROST
$73.7B
$30.5M 0.21%
143,074
+122,902
+609% +$27.7M
MDT icon
120
Medtronic
MDT
$120B
$30.4M 0.21%
388,851
+101,332
+35% +$8.17M
DIS icon
121
Walt Disney
DIS
$182B
$29.6M 0.21%
307,553
-7,313
-2% -$746K
FCX icon
122
Freeport-McMoran
FCX
$104B
$29.2M 0.2%
464,683
-93,090
-17% -$5.98M
DDOG icon
123
Datadog
DDOG
$76.5B
$29.2M 0.2%
+112,123
New +$20.8M
NBIX icon
124
Neurocrine Biosciences
NBIX
$15.8B
$28.6M 0.2%
+169,806
New +$25.2M
WFRD icon
125
Weatherford International
WFRD
$6.86B
$28.5M 0.2%
+349,910
New +$35.5M
3 4
5
6 7

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SMDAM
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NYLIM
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AAMU
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BIP
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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.