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ZIG

Zurich Insurance Group Portfolio holdings

AUM $14.4B
1-Year Est. Return 63.77%
This Fund
S&P 500
This Quarter Est. Return
+31.2%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.21%
AUM
$14.4B
AUM Growth
+$1.69B
Cap. Flow
-$344M
Cap. Flow %
-2.38%
Top 10 Hldgs %
33.44%
Holding
401
New
74
Increased
88
Reduced
99
Closed
78

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$121M
2
GNRC icon
Generac Holdings
GNRC
+$102M
3
CMI icon
Cummins
CMI
+$91.7M
4
HWM icon
Howmet Aerospace
HWM
+$81.1M
5
BWA icon
BorgWarner
BWA
+$75.7M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$104M
2
KO icon
Coca-Cola
KO
+$101M
3
MSFT icon
Microsoft
MSFT
+$99.1M
4
WM icon
Waste Management
WM
+$83.1M
5
XOM icon
ExxonMobil
XOM
+$79.6M

Sector Composition

Rank Sector Weight
1 Technology 33.86%
2 Financials 13.66%
3 Healthcare 9.94%
4 Industrials 9.76%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KKR icon
176
KKR & Co
KKR
$96.7B
$13.9M 0.1%
+151,887
New +$14.7M
FLUT icon
177
Flutter Entertainment
FLUT
$17.4B
$13.9M 0.1%
138,485
-116,210
-46% -$12M
HOOD icon
178
Robinhood
HOOD
$110B
$13.8M 0.1%
137,409
-3,253
-2% -$272K
XYZ
179
Block Inc
XYZ
$49.7B
$13.5M 0.09%
177,741
+1,953
+1% +$137K
MCO icon
180
Moody's
MCO
$85.5B
$13.3M 0.09%
29,421
-18,146
-38% -$8.15M
CCJ icon
181
Cameco
CCJ
$43.9B
$13.2M 0.09%
129,787
-2,501
-2% -$280K
BX icon
182
Blackstone
BX
$102B
$13.2M 0.09%
+111,972
New +$13.5M
MCHP icon
183
Microchip Technology
MCHP
$40.3B
$13M 0.09%
142,483
-3,377
-2% -$301K
IBKR icon
184
Interactive Brokers
IBKR
$42B
$12.9M 0.09%
+148,474
New +$12.4M
XLK icon
185
State Street Technology Select Sector SPDR ETF
XLK
$122B
$12.8M 0.09%
+67,380
New +$11.5M
SLF icon
186
Sun Life Financial
SLF
$45.1B
$12.8M 0.09%
163,178
-3,148
-2% -$227K
COR icon
187
Cencora
COR
$63.2B
$12.6M 0.09%
44,519
+35,219
+379% +$10.2M
SLB icon
188
SLB Ltd
SLB
$85.3B
$12.4M 0.09%
267,012
-196,810
-42% -$10.5M
FER icon
189
Ferrovial N.V. Ordinary Shares
FER
$41.8B
$12.2M 0.08%
177,951
-117,993
-40% -$8.06M
EVR icon
190
Evercore
EVR
$11.5B
$12.1M 0.08%
+35,515
New +$12.2M
NBIS
191
Nebius Group N.V.
NBIS
$61.5B
$11.6M 0.08%
41,833
-7,937
-16% -$1.57M
CTVA icon
192
Corteva
CTVA
$58.6B
$11.3M 0.08%
133,669
-3,166
-2% -$254K
APO icon
193
Apollo Global Management
APO
$78.9B
$11.3M 0.08%
95,513
-135,153
-59% -$17M
EW icon
194
Edwards Lifesciences
EW
$51.8B
$11.1M 0.08%
123,181
-2,917
-2% -$244K
IYF icon
195
iShares US Financials ETF
IYF
$4.37B
$10.8M 0.08%
84,730
+34,480
+69% +$4.28M
VLO icon
196
Valero Energy
VLO
$107B
$9.42M 0.07%
36,175
-41,323
-53% -$10.2M
RKLB icon
197
Rocket Lab Corp
RKLB
$41.1B
$8.69M 0.06%
+85,470
New +$8.52M
FERG icon
198
Ferguson
FERG
$44.2B
$8.67M 0.06%
36,413
-32,140
-47% -$7.75M
BIIB icon
199
Biogen
BIIB
$32.6B
$7.6M 0.05%
+35,169
New +$6.73M
IYK icon
200
iShares US Consumer Staples ETF
IYK
$1.4B
$7.46M 0.05%
102,650
+34,200
+50% +$2.44M
6 7
8
9 10

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AB
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SMDAM
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NYLIM
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AAMU
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BIP
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Zurich Insurance Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zurich Insurance Group held 401 positions worth $14.4B, up 13% from $12.7B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group's Q2 2026 filing shows 74 new, 88 increased, 99 reduced and 78 closed positions. Its largest new stake was Generac Holdings: 408,460 shares worth $120M. The largest sale was NextEra Energy, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

  • Zurich Insurance Group's largest Q2 2026 buy was Generac Holdings: 408,460 shares worth $120M.
  • Zurich Insurance Group added most to Texas Instruments in Q2 2026, an estimated $121M increase.
  • Zurich Insurance Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $99.1M.
  • Zurich Insurance Group fully exited NextEra Energy in Q2 2026, selling an estimated $104M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $14.4B portfolio in Q2 2026.
  • Zurich Insurance Group opened 74 new positions and closed 78 in Q2 2026.
  • Zurich Insurance Group's portfolio value rose 13% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.