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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
+8.44%
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
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
126
Advanced Micro Devices
AMD
$846B
$17.4M 0.14%
+144,285
New +$20.8M
ALC icon
127
Alcon
ALC
$34.6B
$17.4M 0.14%
204,827
-111,972
-35% -$10.1M
SHW icon
128
Sherwin-Williams
SHW
$86B
$17.1M 0.14%
50,235
-7,931
-14% -$2.96M
REGN icon
129
Regeneron Pharmaceuticals
REGN
$78.2B
$16.9M 0.14%
23,784
-39,857
-63% -$33.4M
DD icon
130
DuPont de Nemours
DD
$19.1B
$16.1M 0.13%
167,848
-456,353
-73% -$47.5M
KLAC icon
131
KLA
KLAC
$255B
$15.6M 0.13%
247,950
-774,260
-76% -$52.3M
NRG icon
132
NRG Energy
NRG
$29.2B
$14.9M 0.12%
+165,525
New +$15.3M
NEE icon
133
NextEra Energy
NEE
$182B
$14.7M 0.12%
205,433
-198,431
-49% -$15.4M
FANG icon
134
Diamondback Energy
FANG
$55.9B
$14.1M 0.11%
86,007
-86,955
-50% -$15.3M
SPY icon
135
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$12.5M 0.1%
21,239
-950
-4% -$560K
HDB icon
136
HDFC Bank
HDB
$124B
$10.1M 0.08%
315,184
+41,154
+15% +$1.32M
AER icon
137
AerCap
AER
$24.2B
$9.94M 0.08%
+103,902
New +$9.97M
SRE icon
138
Sempra
SRE
$57.3B
$9.88M 0.08%
+112,609
New +$9.85M
TECK icon
139
Teck Resources
TECK
$29.5B
$9.21M 0.08%
227,260
-1,122,055
-83% -$52.4M
ALNY icon
140
Alnylam Pharmaceuticals
ALNY
$29.5B
$6.58M 0.05%
+27,977
New +$7.36M
IVV icon
141
iShares Core S&P 500 ETF
IVV
$900B
$6.08M 0.05%
+10,270
New +$6.08M
ACWI icon
142
iShares MSCI ACWI ETF
ACWI
$33.4B
$5.83M 0.05%
+49,304
New +$5.92M
FER icon
143
Ferrovial N.V. Ordinary Shares
FER
$47.6B
$5.76M 0.05%
138,295
-196,944
-59% -$8.01M
ONON icon
144
On Holding
ONON
$12.5B
$5.16M 0.04%
94,180
-110,476
-54% -$5.85M
AMGN icon
145
Amgen
AMGN
$210B
$4.74M 0.04%
18,200
-112,088
-86% -$33.3M
ACN icon
146
Accenture
ACN
$101B
$4.71M 0.04%
13,400
– –
CCEP icon
147
Coca-Cola Europacific Partners
CCEP
$47.8B
$4.56M 0.04%
59,365
-4,691
-7% -$362K
WSO icon
148
Watsco Inc
WSO
$13.1B
$4.04M 0.03%
8,517
+4,417
+108% +$2.24M
AAXJ icon
149
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.79B
$3.96M 0.03%
+55,242
New +$4.2M
BLK icon
150
Blackrock
BLK
$175B
$3.69M 0.03%
+3,600
New +$3.65M
4 5
6
7 8

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Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.