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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
-5.44%
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
$8.08B
AUM Growth
-$761M
Cap. Flow
+$53.4M
Cap. Flow %
0.66%
Top 10 Hldgs %
35.53%
Holding
233
New
25
Increased
44
Reduced
48
Closed
25

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$165M
2
JNJ icon
Johnson & Johnson
JNJ
+$157M
3
AAPL icon
Apple
AAPL
+$126M
4
LLY icon
Eli Lilly
LLY
+$104M
5
DE icon
Deere & Co
DE
+$103M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$197M
2
NKE icon
Nike
NKE
+$124M
3
FISV
Fiserv Inc
FISV
+$106M
4
GS icon
Goldman Sachs
GS
+$81.8M
5
IR icon
Ingersoll Rand
IR
+$78.5M

Sector Composition

Rank Sector Weight
1 Technology 23.89%
2 Financials 14.98%
3 Healthcare 14.46%
4 Communication Services 10.04%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
101
Uber
UBER
$139B
$5.35M 0.07%
149,846
-1,134,281
-88% -$40.8M
VGK icon
102
Vanguard FTSE Europe ETF
VGK
$31.1B
$5.09M 0.06%
81,675
+66,365
+433% +$4.26M
LOGI icon
103
Logitech
LOGI
$15.1B
$4.93M 0.06%
65,558
+1,493
+2% +$116K
XLE icon
104
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$4.8M 0.06%
125,700
+14,260
+13% +$494K
IVE icon
105
iShares S&P 500 Value ETF
IVE
$49.7B
$4.62M 0.06%
29,670
+7,040
+31% +$1.08M
ACN icon
106
Accenture
ACN
$104B
$4.52M 0.06%
13,400
– –
CSCO icon
107
Cisco
CSCO
$479B
$4.45M 0.06%
79,800
– –
EWT icon
108
iShares MSCI Taiwan ETF
EWT
$10.6B
$4.43M 0.05%
72,170
-3,480
-5% -$223K
AMGN icon
109
Amgen
AMGN
$220B
$4.4M 0.05%
18,200
– –
BMY icon
110
Bristol-Myers Squibb
BMY
$130B
$4.37M 0.05%
59,800
– –
IEV icon
111
iShares Europe ETF
IEV
$1.69B
$4.34M 0.05%
86,330
+81,730
+1,777% +$4.2M
VFH icon
112
Vanguard Financials ETF
VFH
$13.8B
$4.12M 0.05%
44,115
– –
QGEN icon
113
Qiagen
QGEN
$8.65B
$3.93M 0.05%
74,931
+157
+0.2% +$8.1K
T icon
114
AT&T
T
$158B
$3.7M 0.05%
207,074
– –
MDT icon
115
Medtronic
MDT
$110B
$3.48M 0.04%
31,400
– –
INTC icon
116
Intel
INTC
$510B
$2.96M 0.04%
59,802
– –
BX icon
117
Blackstone
BX
$109B
$2.93M 0.04%
23,100
– –
SE icon
118
Sea Limited
SE
$70.4B
$2.71M 0.03%
22,635
+5,993
+36% +$845K
CTSH icon
119
Cognizant
CTSH
$25.1B
$2.53M 0.03%
28,200
– –
EWQ icon
120
iShares MSCI France ETF
EWQ
$342M
$2.53M 0.03%
71,566
– –
LRCX icon
121
Lam Research
LRCX
$385B
$2.26M 0.03%
42,000
– –
EWU icon
122
iShares MSCI United Kingdom ETF
EWU
$4.14B
$2.22M 0.03%
+65,880
New +$2.21M
TEL icon
123
TE Connectivity
TEL
$63.2B
$2.04M 0.03%
15,600
– –
ADM icon
124
Archer Daniels Midland
ADM
$37.4B
$2.01M 0.02%
22,300
– –
EWJ icon
125
iShares MSCI Japan ETF
EWJ
$22.5B
$2M 0.02%
32,485
-6,166
-16% -$392K
3 4
5
6 7

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WANY
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IMPI
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Fundsmith LLP
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
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TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
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Zurich Insurance Group's Q1 2022 Portfolio in Review

As of Q1 2022, Zurich Insurance Group held 233 positions worth $8.08B, down 8.6% from $8.84B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Zurich Insurance Group's Q1 2022 filing shows 25 new, 44 increased, 48 reduced and 25 closed positions. Its largest new stake was Berkshire Hathaway Class B: 508,657 shares worth $180M. The largest sale was NVIDIA, an estimated $197M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q1 2022 buy was Berkshire Hathaway Class B: 508,657 shares worth $180M.
  • Zurich Insurance Group added most to Johnson & Johnson in Q1 2022, an estimated $157M increase.
  • Zurich Insurance Group's biggest Q1 2022 reduction was Nike, cutting an estimated $124M.
  • Zurich Insurance Group fully exited NVIDIA in Q1 2022, selling an estimated $197M.
  • Zurich Insurance Group's ten largest holdings make up 36% of its $8.08B portfolio in Q1 2022.
  • Zurich Insurance Group opened 25 new positions and closed 25 in Q1 2022.
  • Zurich Insurance Group's portfolio value fell 8.6% quarter-over-quarter to $8.08B.

Based on Zurich Insurance Group's 13F filing for Q1 2022, filed 16 May 2022.