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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWT icon
151
iShares MSCI Taiwan ETF
EWT
$10.6B
$4.37M 0.03%
67,390
-1,300
-2% -$78.3K
GM icon
152
General Motors
GM
$77.8B
$4.21M 0.03%
69,007
– –
AMAT icon
153
Applied Materials
AMAT
$430B
$4.17M 0.03%
20,386
-409,297
-95% -$74.3M
FIX icon
154
Comfort Systems
FIX
$62.4B
$4.07M 0.03%
4,934
-3,927
-44% -$2.66M
MSI icon
155
Motorola Solutions
MSI
$73.1B
$4.05M 0.03%
8,853
– –
ALLE icon
156
Allegion
ALLE
$14.2B
$3.83M 0.03%
21,583
+11,383
+112% +$1.88M
IYE icon
157
iShares US Energy ETF
IYE
$1.71B
$3.79M 0.03%
79,500
– –
BWXT icon
158
BWX Technologies
BWXT
$15.6B
$3.64M 0.03%
19,734
+3,273
+20% +$527K
DCI icon
159
Donaldson
DCI
$11.4B
$3.54M 0.03%
43,251
+26,851
+164% +$2.02M
GILD icon
160
Gilead Sciences
GILD
$162B
$3.41M 0.02%
30,700
-255,835
-89% -$29.1M
DOV icon
161
Dover
DOV
$28.6B
$3.12M 0.02%
18,728
+9,228
+97% +$1.66M
SNA icon
162
Snap-on
SNA
$21.7B
$3.07M 0.02%
8,872
– –
ECL icon
163
Ecolab
ECL
$79.7B
$3.07M 0.02%
11,200
– –
CAH icon
164
Cardinal Health
CAH
$55.6B
$2.95M 0.02%
18,800
-577,324
-97% -$89.2M
VZ icon
165
Verizon
VZ
$190B
$2.95M 0.02%
+67,100
New +$2.9M
LOW icon
166
Lowe's Companies
LOW
$123B
$2.94M 0.02%
+11,681
New +$2.87M
CMI icon
167
Cummins
CMI
$91B
$2.9M 0.02%
6,859
+1,459
+27% +$559K
UNP icon
168
Union Pacific
UNP
$176B
$2.79M 0.02%
+11,800
New +$2.66M
CTSH icon
169
Cognizant
CTSH
$25.1B
$2.77M 0.02%
41,290
+14,790
+56% +$1.07M
GPC icon
170
Genuine Parts
GPC
$18.1B
$2.74M 0.02%
19,788
– –
LMT icon
171
Lockheed Martin
LMT
$134B
$2.74M 0.02%
5,480
– –
UI icon
172
Ubiquiti
UI
$34.3B
$2.71M 0.02%
+4,100
New +$2.05M
RDY icon
173
Dr. Reddy's Laboratories
RDY
$10.1B
$2.68M 0.02%
191,397
+30,527
+19% +$439K
B
174
Barrick Mining
B
$68.2B
$2.61M 0.02%
+79,500
New +$2.01M
MDT icon
175
Medtronic
MDT
$110B
$2.6M 0.02%
+27,300
New +$2.51M
5 6
7
8 9

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TRSOTSOK
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Zurich Insurance Group's Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Financials and Communication Services.

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.