We are live on ! Find out more
ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
126
CVS Health
CVS
$124B
$28.5M 0.2%
275,299
-151,706
-36% -$13.5M
APH icon
127
Amphenol
APH
$204B
$27.4M 0.19%
310,272
-815,952
-72% -$58.8M
ABT icon
128
Abbott
ABT
$187B
$27.3M 0.19%
300,710
+281,710
+1,483% +$25.7M
BLK icon
129
Blackrock
BLK
$174B
$27.1M 0.19%
28,201
-575
-2% -$595K
PKG icon
130
Packaging Corp of America
PKG
$21.1B
$26.9M 0.19%
113,068
+63,333
+127% +$13.9M
SCHW
131
Charles Schwab
SCHW
$189B
$26.1M 0.18%
283,389
-65,286
-19% -$5.95M
LECO icon
132
Lincoln Electric
LECO
$15.1B
$25.2M 0.18%
+95,099
New +$24.9M
STT icon
133
State Street
STT
$53.4B
$25M 0.17%
+147,656
New +$22.8M
OXY icon
134
Occidental Petroleum
OXY
$60B
$24.9M 0.17%
512,832
+174,208
+51% +$9.89M
SE icon
135
Sea Limited
SE
$68.7B
$24.8M 0.17%
258,413
-5,043
-2% -$443K
PLD icon
136
Prologis
PLD
$131B
$24.5M 0.17%
180,509
-4,278
-2% -$607K
ENPH icon
137
Enphase Energy
ENPH
$4.81B
$24.4M 0.17%
+495,852
New +$22.6M
SPY icon
138
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$24.4M 0.17%
32,620
+19,090
+141% +$13.8M
AMG icon
139
Affiliated Managers Group
AMG
$9.57B
$24.1M 0.17%
+71,322
New +$22.1M
AMT icon
140
American Tower
AMT
$81.9B
$24M 0.17%
+146,964
New +$26.5M
IFF icon
141
International Flavors & Fragrances
IFF
$22B
$23.9M 0.17%
+302,091
New +$22.5M
PNC icon
142
PNC Financial Services
PNC
$98B
$23.8M 0.17%
96,831
+23,518
+32% +$5.27M
D icon
143
Dominion Energy
D
$57.9B
$23.7M 0.16%
+347,096
New +$22.6M
LNG icon
144
Cheniere Energy
LNG
$60.3B
$23.6M 0.16%
98,863
+45,380
+85% +$11.3M
TMUS icon
145
T-Mobile US
TMUS
$195B
$23.3M 0.16%
138,858
-198,191
-59% -$37.5M
RACE icon
146
Ferrari
RACE
$72.1B
$23.2M 0.16%
62,684
+2,950
+5% +$1.03M
LFUS icon
147
Littelfuse
LFUS
$10.6B
$23.1M 0.16%
+50,815
New +$22M
BMY icon
148
Bristol-Myers Squibb
BMY
$136B
$23M 0.16%
398,360
-8,242
-2% -$473K
BN icon
149
Brookfield
BN
$90B
$22M 0.15%
517,032
-9,979
-2% -$446K
VMBS icon
150
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$21.9M 0.15%
467,648
– –
4 5
6
7 8

Similar funds

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.