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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
126
Lowe's Companies
LOW
$123B
$26.7M 0.19%
110,760
+99,079
+848% +$23.8M
CCL icon
127
Carnival Corporation Ltd
CCL
$40.6B
$26.7M 0.18%
+872,877
New +$24.3M
TRGP icon
128
Targa Resources
TRGP
$55.9B
$26M 0.18%
+140,713
New +$23.7M
PH icon
129
Parker-Hannifin
PH
$126B
$25.9M 0.18%
+29,440
New +$24.1M
NSC icon
130
Norfolk Southern
NSC
$76.8B
$25.9M 0.18%
89,569
+81,969
+1,079% +$23.7M
VOO icon
131
Vanguard S&P 500 ETF
VOO
$1.01T
$25.8M 0.18%
41,113
-8,308
-17% -$5.16M
BN icon
132
Brookfield
BN
$108B
$25.8M 0.18%
561,220
+2,614
+0.5% +$119K
SW
133
Smurfit Westrock
SW
$25.5B
$25.8M 0.18%
666,789
-113,442
-15% -$4.33M
FER icon
134
Ferrovial N.V. Ordinary Shares
FER
$48.1B
$25.5M 0.18%
396,633
+269,167
+211% +$17M
FITB
135
Fifth Third Bancorp
FITB
$52.6B
$25.3M 0.18%
+541,432
New +$23.8M
MCK icon
136
McKesson
MCK
$99.5B
$25M 0.17%
+30,488
New +$24.9M
ONON icon
137
On Holding
ONON
$12.7B
$25M 0.17%
+537,432
New +$23.2M
WM icon
138
Waste Management
WM
$89.2B
$24.8M 0.17%
+112,663
New +$24M
ADBE icon
139
Adobe
ADBE
$102B
$24.5M 0.17%
+70,106
New +$23.8M
UTHR icon
140
United Therapeutics
UTHR
$22.1B
$24.1M 0.17%
+49,498
New +$23.1M
BMY icon
141
Bristol-Myers Squibb
BMY
$130B
$23.7M 0.16%
439,238
-2,395
-0.5% -$115K
PEP icon
142
PepsiCo
PEP
$189B
$23.6M 0.16%
+164,280
New +$24.1M
STLA icon
143
Stellantis
STLA
$21.4B
$23.2M 0.16%
2,084,816
+1,350,154
+184% +$14.5M
DB icon
144
Deutsche Bank
DB
$71.4B
$23M 0.16%
590,902
+99,724
+20% +$3.6M
VRTX icon
145
Vertex Pharmaceuticals
VRTX
$123B
$22.1M 0.15%
+48,699
New +$21M
VMBS icon
146
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$22M 0.15%
467,648
– –
CEG icon
147
Constellation Energy
CEG
$94.4B
$22M 0.15%
+62,142
New +$22.6M
VRT icon
148
Vertiv
VRT
$108B
$21M 0.15%
+129,545
New +$22.5M
IONS icon
149
Ionis Pharmaceuticals
IONS
$9.05B
$20.7M 0.14%
+261,820
New +$19.7M
JBHT icon
150
JB Hunt Transport Services
JBHT
$25.8B
$18.4M 0.13%
+94,749
New +$16.3M
4 5
6
7 8

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IMPI
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AIM
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ECM
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TRSOTSOK
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Zurich Insurance Group's Q4 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.