We are live on ! Find out more
ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 53.57%
This Fund
S&P 500
This Quarter Est. Return
+0.47%
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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETR icon
101
Entergy
ETR
$49.9B
$32.7M 0.26%
+382,010
New +$31.5M
SHOP icon
102
Shopify
SHOP
$187B
$32M 0.26%
+334,839
New +$36.5M
MBB icon
103
iShares MBS ETF
MBB
$39.1B
$31.7M 0.26%
338,060
– –
C icon
104
Citigroup
C
$231B
$29.4M 0.24%
414,061
+50,651
+14% +$3.86M
NRG icon
105
NRG Energy
NRG
$25.5B
$28.2M 0.23%
295,201
+129,676
+78% +$13.1M
EQIX icon
106
Equinix
EQIX
$104B
$28M 0.23%
34,305
-8,232
-19% -$7.4M
BNY
107
Bank of New York Mellon
BNY
$108B
$27.8M 0.23%
331,116
-377,751
-53% -$31.7M
BMY icon
108
Bristol-Myers Squibb
BMY
$130B
$26.1M 0.21%
428,668
-53,936
-11% -$3.14M
ZS icon
109
Zscaler
ZS
$26.1B
$25M 0.2%
+125,909
New +$25.1M
UBS icon
110
UBS Group
UBS
$176B
$24.6M 0.2%
808,482
-46,703
-5% -$1.56M
MRVL icon
111
Marvell Technology
MRVL
$189B
$24.5M 0.2%
398,590
-283,596
-42% -$27.5M
BRO icon
112
Brown & Brown
BRO
$23.7B
$24M 0.19%
193,221
-232,926
-55% -$26M
BKR icon
113
Baker Hughes
BKR
$61.2B
$23.7M 0.19%
+538,769
New +$24M
VLO icon
114
Valero Energy
VLO
$87.1B
$23.3M 0.19%
+176,210
New +$23.4M
SE icon
115
Sea Limited
SE
$70.4B
$23.1M 0.19%
176,803
+7,870
+5% +$976K
WMB icon
116
Williams Companies
WMB
$87.8B
$22.8M 0.18%
+380,761
New +$21.8M
JEF icon
117
Jefferies Financial Group
JEF
$13B
$22.7M 0.18%
424,434
-122,726
-22% -$8.33M
ALL icon
118
Allstate
ALL
$68.1B
$22.4M 0.18%
+108,198
New +$21.1M
CNP icon
119
CenterPoint Energy
CNP
$26.8B
$22.2M 0.18%
+613,957
New +$20.6M
TRV icon
120
Travelers Companies
TRV
$79.8B
$22.1M 0.18%
83,513
-20,486
-20% -$5.1M
RSG icon
121
Republic Services
RSG
$63.7B
$22.1M 0.18%
+91,173
New +$20.4M
FCX icon
122
Freeport-McMoran
FCX
$99.8B
$22M 0.18%
+580,459
New +$22.2M
JLL icon
123
Jones Lang LaSalle
JLL
$17.2B
$21.8M 0.18%
+88,009
New +$23.2M
PLD icon
124
Prologis
PLD
$131B
$21.8M 0.18%
+194,934
New +$22.6M
VMBS icon
125
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$21.7M 0.18%
467,648
– –
3 4
5
6 7

Similar funds

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zurich Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.