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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
101
Sea Limited
SE
$65.4B
$27.1M 0.21%
169,577
-7,226
-4% -$1.05M
NBIX icon
102
Neurocrine Biosciences
NBIX
$16.8B
$26.6M 0.21%
+211,911
New +$24.3M
VLO icon
103
Valero Energy
VLO
$90.1B
$25.7M 0.2%
191,487
+15,277
+9% +$1.9M
CSCO icon
104
Cisco
CSCO
$457B
$25.1M 0.19%
362,480
-1,907,061
-84% -$117M
CVX icon
105
Chevron
CVX
$392B
$25.1M 0.19%
175,086
-320,507
-65% -$45.2M
VTR icon
106
Ventas
VTR
$48B
$25M 0.19%
395,979
-209,352
-35% -$13.7M
RACE icon
107
Ferrari
RACE
$69.2B
$23.4M 0.18%
47,868
+513
+1% +$238K
VRTX icon
108
Vertex Pharmaceuticals
VRTX
$121B
$23.3M 0.18%
52,372
-157,534
-75% -$72.6M
MSTR icon
109
Strategy Inc
MSTR
$34.1B
$23M 0.18%
+56,885
New +$20.7M
FCX icon
110
Freeport-McMoran
FCX
$90B
$22.7M 0.18%
524,440
-56,019
-10% -$2.13M
CBRE icon
111
CBRE Group
CBRE
$42.5B
$22.3M 0.17%
+159,394
New +$20.2M
ALNY icon
112
Alnylam Pharmaceuticals
ALNY
$27.5B
$22.1M 0.17%
+67,794
New +$18.8M
CFG icon
113
Citizens Financial Group
CFG
$30.3B
$21.9M 0.17%
+488,635
New +$19.2M
HBAN icon
114
Huntington Bancshares
HBAN
$34.4B
$21.8M 0.17%
+1,300,712
New +$19.6M
VMBS icon
115
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$21.7M 0.17%
467,648
– –
HIW icon
116
Highwoods Properties
HIW
$3.65B
$21.6M 0.17%
+695,116
New +$20.5M
HLT icon
117
Hilton Worldwide
HLT
$72.1B
$21.5M 0.17%
+80,736
New +$19.2M
TLN
118
Talen Energy Corp
TLN
$16B
$21.3M 0.16%
+73,260
New +$17.4M
UBS icon
119
UBS Group
UBS
$173B
$19M 0.15%
564,070
-244,412
-30% -$7.56M
PEG icon
120
Public Service Enterprise Group
PEG
$38.2B
$18.7M 0.14%
+222,592
New +$18M
EGP icon
121
EastGroup Properties
EGP
$11.2B
$18.2M 0.14%
+108,787
New +$18.1M
EQIX icon
122
Equinix
EQIX
$101B
$17.3M 0.13%
21,788
-12,517
-36% -$10.6M
OI icon
123
O-I Glass
OI
$1.1B
$16.4M 0.13%
+1,112,852
New +$14.2M
FUTU icon
124
Futu Holdings
FUTU
$14.7B
$16.4M 0.13%
132,372
-25,045
-16% -$2.56M
BNY
125
Bank of New York Mellon
BNY
$106B
$15.4M 0.12%
168,872
-162,244
-49% -$13.8M
3 4
5
6 7

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Zurich Insurance Group's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.