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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
+0.47%
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
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
151
Accenture
ACN
$104B
$4.18M 0.03%
13,400
– –
EWT icon
152
iShares MSCI Taiwan ETF
EWT
$10.6B
$3.61M 0.03%
68,690
– –
BLK icon
153
Blackrock
BLK
$176B
$3.41M 0.03%
3,600
– –
AAXJ icon
154
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.78B
$3.39M 0.03%
47,282
-7,960
-14% -$589K
FOXA icon
155
Fox Class A
FOXA
$24.6B
$3.33M 0.03%
+58,800
New +$3.11M
GM icon
156
General Motors
GM
$78.2B
$3.25M 0.03%
69,007
– –
SNA icon
157
Snap-on
SNA
$21.7B
$2.99M 0.02%
8,872
– –
MRK icon
158
Merck
MRK
$317B
$2.9M 0.02%
32,300
-561,487
-95% -$52.4M
IEV icon
159
iShares Europe ETF
IEV
$1.69B
$2.88M 0.02%
108,458
+59,758
+123% +$3.39M
DRI icon
160
Darden Restaurants
DRI
$23.9B
$2.73M 0.02%
13,160
– –
RY icon
161
Royal Bank of Canada
RY
$294B
$2.72M 0.02%
24,100
– –
PH icon
162
Parker-Hannifin
PH
$126B
$2.65M 0.02%
4,353
– –
COR icon
163
Cencora
COR
$61.7B
$2.59M 0.02%
9,300
– –
GLW icon
164
Corning
GLW
$135B
$2.49M 0.02%
54,400
– –
CMCSA icon
165
Comcast
CMCSA
$87.8B
$2.46M 0.02%
66,800
– –
LMT icon
166
Lockheed Martin
LMT
$133B
$2.45M 0.02%
5,480
– –
MDLZ icon
167
Mondelez International
MDLZ
$79.9B
$2.43M 0.02%
35,832
– –
HCA icon
168
HCA Healthcare
HCA
$88.7B
$2.42M 0.02%
+7,000
New +$2.25M
WPM icon
169
Wheaton Precious Metals
WPM
$55.8B
$2.37M 0.02%
30,500
– –
GPC icon
170
Genuine Parts
GPC
$18.1B
$2.36M 0.02%
19,788
– –
SHW icon
171
Sherwin-Williams
SHW
$89.7B
$2.3M 0.02%
6,600
-43,635
-87% -$15.3M
APH icon
172
Amphenol
APH
$212B
$2.3M 0.02%
35,000
– –
MPLX icon
173
MPLX
MPLX
$60.2B
$2.27M 0.02%
+42,400
New +$2.22M
OKE icon
174
Oneok
OKE
$55B
$2.26M 0.02%
22,800
– –
FNV icon
175
Franco-Nevada
FNV
$43.7B
$2.25M 0.02%
14,300
– –
5 6
7
8 9

Similar funds

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zurich Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.