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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
101
iShares MBS ETF
MBB
$39.1B
$32.2M 0.23%
338,060
– –
CSCO icon
102
Cisco
CSCO
$480B
$31.7M 0.23%
463,264
+100,784
+28% +$6.87M
NEE icon
103
NextEra Energy
NEE
$182B
$30.3M 0.22%
+401,865
New +$29.4M
VOO icon
104
Vanguard S&P 500 ETF
VOO
$1.01T
$30.3M 0.22%
49,421
-3,730
-7% -$2.2M
WELL icon
105
Welltower
WELL
$167B
$29.2M 0.21%
163,725
-162,442
-50% -$26.7M
XEL icon
106
Xcel Energy
XEL
$48.6B
$29M 0.21%
+359,990
New +$26M
TD icon
107
Toronto Dominion Bank
TD
$197B
$27.1M 0.19%
+339,578
New +$25.5M
UBS icon
108
UBS Group
UBS
$175B
$26.7M 0.19%
655,660
+91,590
+16% +$3.56M
BLDR icon
109
Builders FirstSource
BLDR
$8.11B
$26.5M 0.19%
+218,654
New +$29M
BN icon
110
Brookfield
BN
$109B
$25.5M 0.18%
558,606
-934,827
-63% -$41.4M
CBRE icon
111
CBRE Group
CBRE
$43.7B
$25.2M 0.18%
160,092
+698
+0.4% +$108K
MFC icon
112
Manulife Financial
MFC
$74.4B
$25M 0.18%
+801,550
New +$24.7M
DLR icon
113
Digital Realty Trust
DLR
$71.7B
$24M 0.17%
139,060
+66,363
+91% +$11.3M
BNY
114
Bank of New York Mellon
BNY
$106B
$23.9M 0.17%
219,447
+50,575
+30% +$5.16M
AER icon
115
AerCap
AER
$24.4B
$23.5M 0.17%
193,999
-67,739
-26% -$7.91M
AON icon
116
Aon
AON
$75.7B
$23.1M 0.16%
+64,714
New +$23.4M
VMBS icon
117
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$22M 0.16%
467,648
– –
UMBF icon
118
UMB Financial
UMBF
$11.3B
$21.6M 0.15%
+182,803
New +$21.1M
HOOD icon
119
Robinhood
HOOD
$84.1B
$21.6M 0.15%
151,022
+662
+0.4% +$72.2K
BMY icon
120
Bristol-Myers Squibb
BMY
$135B
$19.9M 0.14%
+441,633
New +$20.6M
FUTU icon
121
Futu Holdings
FUTU
$15.3B
$19.4M 0.14%
111,837
-20,535
-16% -$3.41M
SPG icon
122
Simon Property Group
SPG
$73.3B
$18.3M 0.13%
+97,464
New +$16.8M
DB icon
123
Deutsche Bank
DB
$70.4B
$17.3M 0.12%
491,178
+408,871
+497% +$13.9M
BKR icon
124
Baker Hughes
BKR
$61.3B
$17.1M 0.12%
+350,592
New +$15.5M
LIN icon
125
Linde
LIN
$223B
$16.4M 0.12%
34,448
-70,568
-67% -$33.4M
3 4
5
6 7

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TRSOTSOK
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Zurich Insurance Group's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.