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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSI icon
151
Motorola Solutions
MSI
$72.3B
$3.72M 0.03%
8,853
-129,056
-94% -$54M
IYE icon
152
iShares US Energy ETF
IYE
$1.74B
$3.65M 0.03%
+79,500
New +$3.51M
GM icon
153
General Motors
GM
$80.4B
$3.4M 0.03%
69,007
– –
FOXA icon
154
Fox Class A
FOXA
$24.5B
$3.3M 0.03%
58,800
– –
RY icon
155
Royal Bank of Canada
RY
$291B
$3.17M 0.02%
24,100
– –
AAXJ icon
156
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.68B
$3.15M 0.02%
38,340
-8,942
-19% -$684K
PH icon
157
Parker-Hannifin
PH
$123B
$3.04M 0.02%
4,353
– –
ECL icon
158
Ecolab
ECL
$78.1B
$3.02M 0.02%
11,200
-133,192
-92% -$33.9M
DRI icon
159
Darden Restaurants
DRI
$23.3B
$2.87M 0.02%
13,160
– –
GLW icon
160
Corning
GLW
$119B
$2.86M 0.02%
54,400
– –
COR icon
161
Cencora
COR
$60.6B
$2.79M 0.02%
9,300
– –
SNA icon
162
Snap-on
SNA
$21.2B
$2.76M 0.02%
8,872
– –
WPM icon
163
Wheaton Precious Metals
WPM
$49.5B
$2.74M 0.02%
30,500
– –
HCA icon
164
HCA Healthcare
HCA
$87.2B
$2.68M 0.02%
7,000
– –
TSM icon
165
TSMC
TSM
$2.1T
$2.67M 0.02%
11,800
– –
LMT icon
166
Lockheed Martin
LMT
$134B
$2.54M 0.02%
5,480
– –
URI icon
167
United Rentals
URI
$67.2B
$2.51M 0.02%
3,328
– –
TEL icon
168
TE Connectivity
TEL
$59.6B
$2.48M 0.02%
14,700
– –
DB icon
169
Deutsche Bank
DB
$69B
$2.43M 0.02%
82,307
-268,696
-77% -$7.1M
MCD icon
170
McDonald's
MCD
$192B
$2.43M 0.02%
8,300
-305,713
-97% -$94.2M
RDY icon
171
Dr. Reddy's Laboratories
RDY
$9.87B
$2.42M 0.02%
+160,870
New +$2.3M
MDLZ icon
172
Mondelez International
MDLZ
$79.5B
$2.42M 0.02%
35,832
– –
GPC icon
173
Genuine Parts
GPC
$17.1B
$2.4M 0.02%
19,788
– –
CMCSA icon
174
Comcast
CMCSA
$85B
$2.38M 0.02%
66,800
– –
BWXT icon
175
BWX Technologies
BWXT
$15.5B
$2.37M 0.02%
+16,461
New +$1.92M
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 Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.