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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
+0.47%
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
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
126
Starbucks
SBUX
$119B
$21.2M 0.17%
216,514
-240,946
-53% -$24.9M
AMAT icon
127
Applied Materials
AMAT
$424B
$20.8M 0.17%
143,195
-305,198
-68% -$51.3M
RACE icon
128
Ferrari
RACE
$72.2B
$20.1M 0.16%
47,355
-32,441
-41% -$14.6M
ALC icon
129
Alcon
ALC
$33.9B
$19M 0.15%
201,748
-3,079
-2% -$276K
MU icon
130
Micron Technology
MU
$1.01T
$18.6M 0.15%
+213,755
New +$20.5M
EQT icon
131
EQT Corp
EQT
$32.1B
$18.4M 0.15%
+345,266
New +$17.6M
KMI icon
132
Kinder Morgan
KMI
$69.4B
$18M 0.15%
+632,513
New +$17.5M
FHN icon
133
First Horizon
FHN
$12.4B
$18M 0.15%
926,596
-123,622
-12% -$2.54M
FUTU icon
134
Futu Holdings
FUTU
$14.8B
$16.1M 0.13%
+157,417
New +$16.1M
CTRA
135
DELISTED
Coterra Energy
CTRA
$15.9M 0.13%
550,450
-1,715,667
-76% -$47.8M
ANET icon
136
Arista Networks
ANET
$246B
$15.8M 0.13%
+204,161
New +$20.7M
CEG icon
137
Constellation Energy
CEG
$95.9B
$14.9M 0.12%
73,917
-208,158
-74% -$55.8M
AER icon
138
AerCap
AER
$24.6B
$13.2M 0.11%
129,682
+25,780
+25% +$2.55M
TRGP icon
139
Targa Resources
TRGP
$56.6B
$12.8M 0.1%
64,009
-75,154
-54% -$14.9M
SPY icon
140
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$12.4M 0.1%
21,039
-200
-0.9% -$118K
MET icon
141
MetLife
MET
$64.1B
$12.1M 0.1%
+150,202
New +$12.5M
NEE icon
142
NextEra Energy
NEE
$178B
$11.7M 0.09%
164,752
-40,681
-20% -$2.87M
HDB icon
143
HDFC Bank
HDB
$123B
$10.8M 0.09%
324,908
+9,724
+3% +$297K
STLA icon
144
Stellantis
STLA
$21.2B
$8.97M 0.07%
808,413
-1,637,127
-67% -$21M
DB icon
145
Deutsche Bank
DB
$72B
$8.28M 0.07%
+351,003
New +$7.36M
FER icon
146
Ferrovial N.V. Ordinary Shares
FER
$47.8B
$8.07M 0.07%
183,096
+44,801
+32% +$1.93M
IVV icon
147
iShares Core S&P 500 ETF
IVV
$900B
$6.08M 0.05%
10,270
– –
CCEP icon
148
Coca-Cola Europacific Partners
CCEP
$47.9B
$5.16M 0.04%
59,260
-105
-0.2% -$8.57K
PG icon
149
Procter & Gamble
PG
$342B
$5.02M 0.04%
29,470
-197,457
-87% -$33.1M
ACWI icon
150
iShares MSCI ACWI ETF
ACWI
$33.4B
$4.68M 0.04%
39,594
-9,710
-20% -$1.16M
4 5
6
7 8

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WANY
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.