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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
151
Jacobs Solutions
J
$15.3B
$21.4M 0.17%
168,319
-107,198
-39% -$14.6M
BN icon
152
Brookfield
BN
$104B
$21.3M 0.17%
527,011
-34,209
-6% -$1.52M
BE icon
153
Bloom Energy
BE
$56.1B
$20.9M 0.16%
+154,026
New +$22.6M
ROK icon
154
Rockwell Automation
ROK
$51B
$20.8M 0.16%
57,920
-52,490
-48% -$20.7M
MCO icon
155
Moody's
MCO
$88.3B
$20.8M 0.16%
47,567
+22,104
+87% +$10.5M
PSX icon
156
Phillips 66
PSX
$83.7B
$20.7M 0.16%
+113,704
New +$17.8M
UTHR icon
157
United Therapeutics
UTHR
$22.5B
$20.7M 0.16%
34,828
-14,670
-30% -$7.31M
SNOW icon
158
Snowflake
SNOW
$95.1B
$20.3M 0.16%
+134,659
New +$24.9M
SPOT icon
159
Spotify
SPOT
$101B
$20.1M 0.16%
+41,496
New +$20.8M
B
160
Barrick Mining
B
$58.5B
$20.1M 0.16%
492,706
-1,823,459
-79% -$84.2M
VRTX icon
161
Vertex Pharmaceuticals
VRTX
$122B
$19.9M 0.16%
44,618
-4,081
-8% -$1.9M
RACE icon
162
Ferrari
RACE
$65.3B
$19.9M 0.16%
59,734
+13,548
+29% +$4.74M
CME icon
163
CME Group
CME
$88.6B
$19.4M 0.15%
+65,823
New +$19.6M
VLO icon
164
Valero Energy
VLO
$93B
$19.1M 0.15%
77,498
-15,195
-16% -$3.13M
STX icon
165
Seagate
STX
$182B
$18.8M 0.15%
+47,881
New +$18.3M
FER icon
166
Ferrovial N.V. Ordinary Shares
FER
$45.4B
$18.7M 0.15%
295,944
-100,689
-25% -$6.78M
JBHT icon
167
JB Hunt Transport Services
JBHT
$27.3B
$18.4M 0.14%
86,799
-7,950
-8% -$1.69M
NRG icon
168
NRG Energy
NRG
$27.6B
$18.4M 0.14%
125,806
-295,416
-70% -$46.5M
GM icon
169
General Motors
GM
$68.3B
$18.3M 0.14%
246,275
+177,268
+257% +$14.1M
HCA icon
170
HCA Healthcare
HCA
$82.2B
$18.3M 0.14%
38,704
-83,200
-68% -$41.9M
EXC icon
171
Exelon
EXC
$47B
$18.2M 0.14%
+371,783
New +$17.3M
DVN icon
172
Devon Energy
DVN
$50.5B
$18.2M 0.14%
+361,531
New +$15.5M
OKE icon
173
Oneok
OKE
$58.9B
$18M 0.14%
199,558
+176,758
+775% +$14.6M
CFG icon
174
Citizens Financial Group
CFG
$30.2B
$18M 0.14%
300,705
-397,372
-57% -$24.4M
IONS icon
175
Ionis Pharmaceuticals
IONS
$8.75B
$18M 0.14%
239,645
-22,175
-8% -$1.75M
5 6
7
8 9

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Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.