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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
126
Coinbase
COIN
$38.7B
$14.7M 0.11%
+41,965
New +$9.81M
HOOD icon
127
Robinhood
HOOD
$81.2B
$14.1M 0.11%
+150,360
New +$8.9M
DLR icon
128
Digital Realty Trust
DLR
$70.7B
$12.7M 0.1%
+72,697
New +$11.9M
ALC icon
129
Alcon
ALC
$34.2B
$12.1M 0.09%
137,126
-64,622
-32% -$5.8M
REGN icon
130
Regeneron Pharmaceuticals
REGN
$78.2B
$11.9M 0.09%
+22,651
New +$12.6M
SPY icon
131
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$11.3M 0.09%
18,239
-2,800
-13% -$1.6M
FLUT icon
132
Flutter Entertainment
FLUT
$18.4B
$11.2M 0.09%
+39,507
New +$9.69M
IYZ icon
133
iShares US Telecommunications ETF
IYZ
$1.21B
$10.4M 0.08%
+350,290
New +$9.63M
HDB icon
134
HDFC Bank
HDB
$124B
$10.4M 0.08%
270,586
-54,322
-17% -$1.97M
IYK icon
135
iShares US Consumer Staples ETF
IYK
$1.41B
$7.91M 0.06%
+111,100
New +$7.82M
AMRZ
136
Amrize Ltd
AMRZ
$28.3B
$7.02M 0.05%
+141,116
New +$7.12M
IVV icon
137
iShares Core S&P 500 ETF
IVV
$884B
$6.41M 0.05%
10,270
– –
IYF icon
138
iShares US Financials ETF
IYF
$4.58B
$6.12M 0.05%
+50,250
New +$5.66M
HD icon
139
Home Depot
HD
$339B
$5.72M 0.04%
15,601
-135,762
-90% -$49.1M
FER icon
140
Ferrovial N.V. Ordinary Shares
FER
$47.6B
$5.24M 0.04%
99,529
-83,567
-46% -$4.07M
AMGN icon
141
Amgen
AMGN
$204B
$5.08M 0.04%
18,200
-105,240
-85% -$29.8M
CCEP icon
142
Coca-Cola Europacific Partners
CCEP
$47.8B
$5.05M 0.04%
54,417
-4,843
-8% -$434K
FIX icon
143
Comfort Systems
FIX
$62.3B
$4.75M 0.04%
+8,861
New +$3.86M
IEV icon
144
iShares Europe ETF
IEV
$1.67B
$4.71M 0.04%
128,958
+20,500
+19% +$1.25M
PG icon
145
Procter & Gamble
PG
$338B
$4.7M 0.04%
29,470
– –
ACWI icon
146
iShares MSCI ACWI ETF
ACWI
$32.8B
$4.33M 0.03%
33,644
-5,950
-15% -$713K
IYC icon
147
iShares US Consumer Discretionary ETF
IYC
$1.21B
$4.06M 0.03%
+40,500
New +$3.75M
ACN icon
148
Accenture
ACN
$101B
$4.01M 0.03%
13,400
– –
EWT icon
149
iShares MSCI Taiwan ETF
EWT
$10.2B
$3.96M 0.03%
68,690
– –
BLK icon
150
Blackrock
BLK
$175B
$3.78M 0.03%
3,600
– –
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 Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.