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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
+0.43%
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
$12.7B
AUM Growth
-$1.69B
Cap. Flow
-$1.29B
Cap. Flow %
-10.12%
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$127M
2
COST icon
Costco
COST
+$112M
3
BMO icon
Bank of Montreal
BMO
+$74.1M
4
ADI icon
Analog Devices
ADI
+$72.6M
5
CHD icon
Church & Dwight Co
CHD
+$71.2M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$147M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
BA icon
Boeing
BA
+$114M
4
MU icon
Micron Technology
MU
+$109M
5
FCX icon
Freeport-McMoran
FCX
+$104M

Sector Composition

Rank Sector Weight
1 Technology 29.27%
2 Financials 12.82%
3 Healthcare 10.39%
4 Communication Services 9.59%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEL icon
176
TE Connectivity
TEL
$58.1B
$17.7M 0.14%
84,655
-176,863
-68% -$39M
BSX icon
177
Boston Scientific
BSX
$64.1B
$17.1M 0.13%
+272,168
New +$21.8M
IQV icon
178
IQVIA
IQV
$34.2B
$16.8M 0.13%
+98,727
New +$19.3M
RL icon
179
Ralph Lauren
RL
$22.3B
$16.8M 0.13%
48,739
-103,505
-68% -$36.8M
APD icon
180
Air Products & Chemicals
APD
$65.8B
$16.7M 0.13%
+57,510
New +$15.9M
CM icon
181
Canadian Imperial Bank of Commerce
CM
$106B
$16.7M 0.13%
176,689
-196,868
-53% -$18.8M
ARES icon
182
Ares Management
ARES
$27.3B
$16.4M 0.13%
+150,597
New +$20M
ICE icon
183
Intercontinental Exchange
ICE
$80.6B
$15.9M 0.13%
+101,371
New +$16.5M
IYZ icon
184
iShares US Telecommunications ETF
IYZ
$1.19B
$15.9M 0.13%
405,290
-68,800
-15% -$2.57M
CEG icon
185
Constellation Energy
CEG
$97.4B
$15.9M 0.12%
56,931
-5,211
-8% -$1.58M
FERG icon
186
Ferguson
FERG
$44.3B
$15.9M 0.12%
68,553
+59,753
+679% +$14.5M
ECL icon
187
Ecolab
ECL
$74.1B
$15.8M 0.12%
59,246
-4,398
-7% -$1.24M
APP icon
188
Applovin
APP
$134B
$15.7M 0.12%
39,464
-17,996
-31% -$8.7M
SW
189
Smurfit Westrock
SW
$22.7B
$15.7M 0.12%
400,187
-266,602
-40% -$11.5M
PHM icon
190
Pultegroup
PHM
$23.4B
$15.6M 0.12%
132,727
-12,164
-8% -$1.56M
NTR icon
191
Nutrien
NTR
$32.9B
$15.3M 0.12%
+202,987
New +$14.5M
PNC icon
192
PNC Financial Services
PNC
$98.7B
$15.3M 0.12%
+73,313
New +$16M
TRGP icon
193
Targa Resources
TRGP
$61.8B
$15.2M 0.12%
60,655
-80,058
-57% -$17.4M
LNG icon
194
Cheniere Energy
LNG
$57.2B
$15.2M 0.12%
+53,483
New +$12.3M
ZM icon
195
Zoom
ZM
$24.6B
$14.7M 0.12%
+183,269
New +$15.3M
SPG icon
196
Simon Property Group
SPG
$73.2B
$14.6M 0.11%
+78,125
New +$14.9M
CCJ icon
197
Cameco
CCJ
$38.7B
$14.3M 0.11%
132,288
-8,587
-6% -$983K
EQT icon
198
EQT Corp
EQT
$33.8B
$14.3M 0.11%
+224,231
New +$13.1M
FTNT icon
199
Fortinet
FTNT
$112B
$14.2M 0.11%
+173,175
New +$14M
PWR icon
200
Quanta Services
PWR
$97B
$14M 0.11%
25,499
-55,545
-69% -$28.6M
6 7
8
9 10

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Zurich Insurance Group's Q1 2026 Portfolio in Review

As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.

  • Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
  • Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
  • Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
  • Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
  • Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
  • Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
  • Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.