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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
+8.44%
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
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
151
General Motors
GM
$77.5B
$3.68M 0.03%
69,007
+9,207
+15% +$482K
EWT icon
152
iShares MSCI Taiwan ETF
EWT
$10.6B
$3.61M 0.03%
68,690
– –
SNA icon
153
Snap-on
SNA
$21.6B
$3.01M 0.02%
8,872
+1,472
+20% +$497K
EMR icon
154
Emerson Electric
EMR
$89B
$3M 0.02%
+24,235
New +$2.94M
RY icon
155
Royal Bank of Canada
RY
$290B
$2.9M 0.02%
+24,100
New +$2.97M
PH icon
156
Parker-Hannifin
PH
$125B
$2.77M 0.02%
4,353
+753
+21% +$499K
LMT icon
157
Lockheed Martin
LMT
$136B
$2.66M 0.02%
5,480
-93,464
-94% -$50.9M
PCAR icon
158
PACCAR
PCAR
$71.6B
$2.66M 0.02%
25,536
+4,686
+22% +$513K
ECL icon
159
Ecolab
ECL
$79.7B
$2.62M 0.02%
11,200
– –
GLW icon
160
Corning
GLW
$137B
$2.59M 0.02%
54,400
– –
IEV icon
161
iShares Europe ETF
IEV
$1.69B
$2.57M 0.02%
+48,700
New +$2.66M
CMCSA icon
162
Comcast
CMCSA
$88.5B
$2.51M 0.02%
66,800
– –
DRI icon
163
Darden Restaurants
DRI
$23.4B
$2.46M 0.02%
13,160
+3,160
+32% +$530K
APH icon
164
Amphenol
APH
$211B
$2.43M 0.02%
35,000
– –
URI icon
165
United Rentals
URI
$71.6B
$2.34M 0.02%
3,328
+628
+23% +$510K
GPC icon
166
Genuine Parts
GPC
$18.3B
$2.31M 0.02%
19,788
+4,288
+28% +$535K
CM icon
167
Canadian Imperial Bank of Commerce
CM
$108B
$2.3M 0.02%
36,400
-987,135
-96% -$62.7M
OKE icon
168
Oneok
OKE
$55.2B
$2.29M 0.02%
+22,800
New +$2.33M
CAH icon
169
Cardinal Health
CAH
$54.7B
$2.22M 0.02%
18,800
– –
ABT icon
170
Abbott
ABT
$182B
$2.15M 0.02%
19,000
– –
MDLZ icon
171
Mondelez International
MDLZ
$79.2B
$2.14M 0.02%
35,832
– –
TEL icon
172
TE Connectivity
TEL
$62.9B
$2.1M 0.02%
14,700
– –
COR icon
173
Cencora
COR
$59.6B
$2.09M 0.02%
9,300
– –
CTSH icon
174
Cognizant
CTSH
$25.3B
$2.04M 0.02%
26,500
– –
HPE icon
175
Hewlett Packard
HPE
$69.4B
$2.03M 0.02%
95,000
– –
5 6
7
8 9

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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
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
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Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.