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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLB icon
151
SLB Ltd
SLB
$75.4B
$17.3M 0.12%
+451,758
New +$16.4M
RACE icon
152
Ferrari
RACE
$70.8B
$17.3M 0.12%
46,186
-60,255
-57% -$24.1M
HOOD icon
153
Robinhood
HOOD
$84.1B
$17.3M 0.12%
152,710
+1,688
+1% +$220K
KKR icon
154
KKR & Co
KKR
$97.2B
$17.2M 0.12%
135,294
-143,790
-52% -$17.9M
PHM icon
155
Pultegroup
PHM
$25.1B
$17M 0.12%
+144,891
New +$17.8M
ECL icon
156
Ecolab
ECL
$79.7B
$16.7M 0.12%
63,644
+52,444
+468% +$14M
IBKR icon
157
Interactive Brokers
IBKR
$39.5B
$16.2M 0.11%
+251,872
New +$16.9M
XEL icon
158
Xcel Energy
XEL
$48.6B
$16.2M 0.11%
218,892
-141,098
-39% -$11.1M
BKR icon
159
Baker Hughes
BKR
$61.3B
$16.1M 0.11%
354,509
+3,917
+1% +$186K
IYZ icon
160
iShares US Telecommunications ETF
IYZ
$1.25B
$16.1M 0.11%
474,090
– –
VLO icon
161
Valero Energy
VLO
$88.9B
$15.1M 0.1%
92,693
-99,628
-52% -$16.9M
NBIS
162
Nebius Group N.V.
NBIS
$57.3B
$14.8M 0.1%
+176,892
New +$18.3M
FCNCA icon
163
First Citizens BancShares
FCNCA
$25.6B
$14.7M 0.1%
+6,862
New +$12.9M
FUTU icon
164
Futu Holdings
FUTU
$15.3B
$14.6M 0.1%
89,165
-22,672
-20% -$3.89M
ORCL icon
165
Oracle
ORCL
$420B
$14.6M 0.1%
74,933
-289,047
-79% -$68.8M
MOD icon
166
Modine Manufacturing
MOD
$10.7B
$14.1M 0.1%
+105,869
New +$15.8M
AAXJ icon
167
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.79B
$13.9M 0.1%
148,390
+50,600
+52% +$4.7M
HDB icon
168
HDFC Bank
HDB
$123B
$13.7M 0.1%
375,539
+4,112
+1% +$148K
MCO icon
169
Moody's
MCO
$83.8B
$13M 0.09%
+25,463
New +$12.4M
CCJ icon
170
Cameco
CCJ
$40.5B
$12.9M 0.09%
140,875
+654
+0.5% +$58.9K
MDB icon
171
MongoDB
MDB
$30.6B
$12.3M 0.09%
+29,337
New +$10.7M
APO icon
172
Apollo Global Management
APO
$76.8B
$12.3M 0.09%
+85,051
New +$11.3M
ALNY icon
173
Alnylam Pharmaceuticals
ALNY
$29.3B
$12.1M 0.08%
30,322
+334
+1% +$148K
RCL icon
174
Royal Caribbean
RCL
$87.1B
$11.5M 0.08%
+41,217
New +$11.6M
EME icon
175
Emcor
EME
$36.2B
$11.4M 0.08%
+18,682
New +$12.1M
5 6
7
8 9

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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
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Zurich Insurance Group's Q4 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.