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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
101
Welltower
WELL
$167B
$37.3M 0.26%
201,194
+37,469
+23% +$7M
PLD icon
102
Prologis
PLD
$130B
$36.9M 0.26%
288,870
+7,580
+3% +$945K
BKNG icon
103
Booking.com
BKNG
$151B
$36.9M 0.26%
+172,075
New +$35.4M
TJX icon
104
TJX Companies
TJX
$174B
$36.9M 0.26%
+239,898
New +$35.5M
J icon
105
Jacobs Solutions
J
$16.8B
$36.5M 0.25%
+275,517
New +$40.4M
AEM icon
106
Agnico Eagle Mines
AEM
$76.3B
$36.5M 0.25%
214,886
-190,935
-47% -$32.1M
SCHW
107
Charles Schwab
SCHW
$185B
$36M 0.25%
360,118
+19,289
+6% +$1.83M
AER icon
108
AerCap
AER
$24.4B
$35.1M 0.24%
243,957
+49,958
+26% +$6.62M
CW icon
109
Curtiss-Wright
CW
$28B
$34.9M 0.24%
+63,371
New +$35.3M
PWR icon
110
Quanta Services
PWR
$104B
$34.2M 0.24%
+81,044
New +$35.6M
CM icon
111
Canadian Imperial Bank of Commerce
CM
$108B
$33.9M 0.24%
373,557
-209,062
-36% -$17.9M
SE icon
112
Sea Limited
SE
$68.3B
$33.5M 0.23%
262,717
+2,341
+0.9% +$347K
CBRE icon
113
CBRE Group
CBRE
$43.7B
$33.3M 0.23%
206,882
+46,790
+29% +$7.36M
SPMB icon
114
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$33.2M 0.23%
1,482,295
– –
COR icon
115
Cencora
COR
$59.6B
$32.9M 0.23%
97,520
-109,605
-53% -$37.4M
ET icon
116
Energy Transfer Partners
ET
$70B
$32.8M 0.23%
1,990,834
-1,713,043
-46% -$28.5M
MBB icon
117
iShares MBS ETF
MBB
$39.1B
$32.2M 0.22%
338,060
– –
TD icon
118
Toronto Dominion Bank
TD
$197B
$32.2M 0.22%
341,163
+1,585
+0.5% +$134K
REGN icon
119
Regeneron Pharmaceuticals
REGN
$78.3B
$31.5M 0.22%
40,812
-108,992
-73% -$74M
SPGI icon
120
S&P Global
SPGI
$122B
$31.1M 0.22%
+59,489
New +$29.4M
CMG icon
121
Chipotle Mexican Grill
CMG
$42.8B
$30.5M 0.21%
+825,645
New +$29.9M
KNX icon
122
Knight Transportation
KNX
$11.7B
$30.5M 0.21%
+583,266
New +$27.3M
MFC icon
123
Manulife Financial
MFC
$74.4B
$29.3M 0.2%
805,289
+3,739
+0.5% +$127K
TPG icon
124
TPG
TPG
$7.86B
$28.5M 0.2%
+445,727
New +$26.3M
KGC icon
125
Kinross Gold
KGC
$28B
$27.7M 0.19%
984,120
-2,041,030
-67% -$53M
3 4
5
6 7

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IMPI
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Fundsmith LLP
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AIM
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ECM
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TRSOTSOK
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GC
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Zurich Insurance Group's Q4 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.