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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KGC icon
126
Kinross Gold
KGC
$26.9B
$26.6M 0.21%
871,876
-112,244
-11% -$3.68M
WELL icon
127
Welltower
WELL
$173B
$26.5M 0.21%
133,957
-67,237
-33% -$13.3M
MMM icon
128
3M
MMM
$83B
$26.3M 0.21%
180,880
-131,102
-42% -$20.9M
CSL icon
129
Carlisle Companies
CSL
$13.2B
$26M 0.2%
+78,058
New +$28.4M
FLUT icon
130
Flutter Entertainment
FLUT
$18.5B
$25.9M 0.2%
254,695
+249,106
+4,457% +$35.9M
APO icon
131
Apollo Global Management
APO
$68.2B
$25.7M 0.2%
230,666
+145,615
+171% +$18M
WFC icon
132
Wells Fargo
WFC
$261B
$25.3M 0.2%
317,646
-321,332
-50% -$27.6M
MDT icon
133
Medtronic
MDT
$107B
$24.9M 0.2%
287,519
+260,219
+953% +$24.9M
WMB icon
134
Williams Companies
WMB
$90.7B
$24.8M 0.19%
+340,842
New +$23.6M
BMY icon
135
Bristol-Myers Squibb
BMY
$123B
$24.7M 0.19%
406,602
-32,636
-7% -$1.9M
PLD icon
136
Prologis
PLD
$138B
$24.4M 0.19%
184,787
-104,083
-36% -$13.9M
SLB icon
137
SLB Ltd
SLB
$69.4B
$23.8M 0.19%
463,822
+12,064
+3% +$586K
AEM icon
138
Agnico Eagle Mines
AEM
$68.2B
$23.8M 0.19%
117,633
-97,253
-45% -$20.2M
HIG icon
139
Hartford Financial Services
HIG
$38.5B
$23.7M 0.19%
175,164
-237,197
-58% -$32.4M
VOO icon
140
Vanguard S&P 500 ETF
VOO
$973B
$23.5M 0.18%
39,299
-1,814
-4% -$1.13M
PANW icon
141
Palo Alto Networks
PANW
$284B
$22.7M 0.18%
+141,554
New +$23.8M
BSY icon
142
Bentley Systems
BSY
$9.83B
$22.7M 0.18%
+645,595
New +$23.7M
COF icon
143
Capital One
COF
$127B
$22.3M 0.18%
122,400
-351,935
-74% -$73.6M
UBS icon
144
UBS Group
UBS
$169B
$22.2M 0.17%
579,963
-270,323
-32% -$11.6M
MPWR icon
145
Monolithic Power Systems
MPWR
$65.3B
$22.1M 0.17%
+20,198
New +$22.1M
OXY icon
146
Occidental Petroleum
OXY
$54.9B
$22M 0.17%
+338,624
New +$17M
VMBS icon
147
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$22M 0.17%
467,648
– –
SYK icon
148
Stryker
SYK
$122B
$21.9M 0.17%
66,773
+58,073
+668% +$20.8M
SE icon
149
Sea Limited
SE
$64.7B
$21.8M 0.17%
263,456
+739
+0.3% +$79.2K
LH icon
150
Labcorp
LH
$23.1B
$21.7M 0.17%
+81,355
New +$22M
4 5
6
7 8

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Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.