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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
151
Chubb
CB
$132B
$21.7M 0.15%
63,611
-23,670
-27% -$7.72M
VRTX icon
152
Vertex Pharmaceuticals
VRTX
$138B
$21.7M 0.15%
43,589
-1,029
-2% -$456K
SPGI icon
153
S&P Global
SPGI
$131B
$21.6M 0.15%
+53,155
New +$22.4M
SO icon
154
Southern Company
SO
$101B
$20.2M 0.14%
210,975
-263,866
-56% -$24.8M
TDW icon
155
Tidewater
TDW
$4.69B
$19.9M 0.14%
+298,941
New +$23.7M
NEM icon
156
Newmont
NEM
$135B
$19.7M 0.14%
210,496
-51,150
-20% -$5.57M
ISRG icon
157
Intuitive Surgical
ISRG
$130B
$19.5M 0.14%
49,065
-16,579
-25% -$7.24M
CDNS icon
158
Cadence Design Systems
CDNS
$80.6B
$19.3M 0.13%
51,472
-138,787
-73% -$48.6M
ELV icon
159
Elevance Health
ELV
$88.4B
$18.8M 0.13%
48,604
+40,904
+531% +$15.2M
BKR icon
160
Baker Hughes
BKR
$63B
$18M 0.13%
+325,071
New +$20.6M
ILMN icon
161
Illumina
ILMN
$33B
$18M 0.12%
+102,133
New +$15M
PWR icon
162
Quanta Services
PWR
$93.9B
$17.9M 0.12%
24,916
-583
-2% -$398K
B
163
Barrick Mining
B
$73.7B
$17.8M 0.12%
484,876
-7,830
-2% -$321K
DXCM icon
164
DexCom
DXCM
$33.2B
$17.1M 0.12%
+254,208
New +$16.9M
SPG icon
165
Simon Property Group
SPG
$67.8B
$17.1M 0.12%
76,322
-1,803
-2% -$371K
A icon
166
Agilent Technologies
A
$42.5B
$16.2M 0.11%
121,791
+106,091
+676% +$12.9M
ECL icon
167
Ecolab
ECL
$78.3B
$16M 0.11%
57,259
-1,987
-3% -$523K
CEG icon
168
Constellation Energy
CEG
$106B
$15.8M 0.11%
63,551
+6,620
+12% +$1.86M
AAXJ icon
169
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.97B
$15.6M 0.11%
130,740
+6,810
+5% +$767K
STLD icon
170
Steel Dynamics
STLD
$34.7B
$15.5M 0.11%
+67,510
New +$15.8M
IYZ icon
171
iShares US Telecommunications ETF
IYZ
$1.24B
$15.5M 0.11%
366,090
-39,200
-10% -$1.66M
CVX icon
172
Chevron
CVX
$409B
$14.5M 0.1%
87,323
-317,061
-78% -$59M
FITB
173
Fifth Third Bancorp
FITB
$49.8B
$14.4M 0.1%
+255,036
New +$12.9M
CHRW icon
174
C.H. Robinson
CHRW
$17.3B
$14.3M 0.1%
76,062
-201,223
-73% -$35.7M
CME icon
175
CME Group
CME
$101B
$14.2M 0.1%
64,305
-1,518
-2% -$420K
5 6
7
8 9

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IA
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AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
NYLIM
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AAMU
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BIP
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CII
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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.