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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXR icon
126
Extra Space Storage
EXR
$31.7B
$16.3M 0.12%
+115,993
New +$16.7M
IYZ icon
127
iShares US Telecommunications ETF
IYZ
$1.24B
$15.4M 0.11%
474,090
+123,800
+35% +$3.81M
TECK icon
128
Teck Resources
TECK
$32.4B
$15.3M 0.11%
+349,488
New +$12.7M
COIN icon
129
Coinbase
COIN
$39.5B
$14.2M 0.1%
42,151
+186
+0.4% +$63.1K
ALNY icon
130
Alnylam Pharmaceuticals
ALNY
$30.6B
$13.7M 0.1%
29,988
-37,806
-56% -$15.4M
HDB icon
131
HDFC Bank
HDB
$122B
$12.7M 0.09%
371,427
+100,841
+37% +$3.72M
ZETA icon
132
Zeta Global
ZETA
$6.75B
$12.5M 0.09%
+631,197
New +$11.3M
CCJ icon
133
Cameco
CCJ
$41.1B
$11.8M 0.08%
+140,221
New +$10.9M
SPY icon
134
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$11.2M 0.08%
16,690
-1,549
-8% -$993K
FCX icon
135
Freeport-McMoran
FCX
$99.8B
$10.6M 0.08%
271,213
-253,227
-48% -$11M
FLUT icon
136
Flutter Entertainment
FLUT
$16.1B
$10.4M 0.07%
40,113
+606
+2% +$177K
AAXJ icon
137
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.78B
$9.09M 0.06%
97,790
+59,450
+155% +$5.14M
AMRZ
138
Amrize Ltd
AMRZ
$29.3B
$8.95M 0.06%
185,890
+44,774
+32% +$2.28M
IYK icon
139
iShares US Consumer Staples ETF
IYK
$1.42B
$7.56M 0.05%
111,100
– –
VTR icon
140
Ventas
VTR
$47.5B
$7.45M 0.05%
106,441
-289,538
-73% -$19.5M
ACWI icon
141
iShares MSCI ACWI ETF
ACWI
$33.4B
$7.24M 0.05%
51,974
+18,330
+54% +$2.43M
FER icon
142
Ferrovial N.V. Ordinary Shares
FER
$48B
$7.22M 0.05%
127,466
+27,937
+28% +$1.51M
IVV icon
143
iShares Core S&P 500 ETF
IVV
$898B
$6.91M 0.05%
10,270
– –
STLA icon
144
Stellantis
STLA
$21.2B
$6.78M 0.05%
734,662
-2,278,116
-76% -$21.8M
IYF icon
145
iShares US Financials ETF
IYF
$4.63B
$6.31M 0.05%
50,250
– –
IYC icon
146
iShares US Consumer Discretionary ETF
IYC
$1.22B
$6.07M 0.04%
58,900
+18,400
+45% +$1.89M
CIEN icon
147
Ciena
CIEN
$57.9B
$5.23M 0.04%
+35,874
New +$3.65M
CDNS icon
148
Cadence Design Systems
CDNS
$92.8B
$5.08M 0.04%
+14,458
New +$4.97M
PG icon
149
Procter & Gamble
PG
$342B
$4.53M 0.03%
29,470
– –
ALC icon
150
Alcon
ALC
$34.4B
$4.46M 0.03%
60,041
-77,085
-56% -$6.43M
4 5
6
7 8

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IMPI
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AIM
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TRSOTSOK
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Zurich Insurance Group's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.