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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
+8.44%
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
$12.3B
AUM Growth
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEN icon
176
Lennar Class A
LEN
$21B
$2.01M 0.02%
15,210
-139,042
-90% -$22.6M
QCOM icon
177
Qualcomm
QCOM
$171B
$1.97M 0.02%
12,800
– –
CHD icon
178
Church & Dwight Co
CHD
$24.4B
$1.96M 0.02%
18,700
– –
KVUE icon
179
Kenvue
KVUE
$37.5B
$1.96M 0.02%
+91,600
New +$2.08M
CMI icon
180
Cummins
CMI
$87.8B
$1.88M 0.02%
5,400
– –
DOV icon
181
Dover
DOV
$28.3B
$1.78M 0.01%
+9,500
New +$1.86M
PNR icon
182
Pentair
PNR
$10.9B
$1.75M 0.01%
17,400
– –
DGX icon
183
Quest Diagnostics
DGX
$25.8B
$1.73M 0.01%
11,500
– –
GIS icon
184
General Mills
GIS
$19.3B
$1.73M 0.01%
27,160
– –
HSY icon
185
Hershey
HSY
$36B
$1.73M 0.01%
+10,200
New +$1.83M
WPM icon
186
Wheaton Precious Metals
WPM
$52.4B
$1.72M 0.01%
+30,500
New +$1.89M
PKG icon
187
Packaging Corp of America
PKG
$22.8B
$1.71M 0.01%
7,600
– –
RPM icon
188
RPM International
RPM
$14.7B
$1.71M 0.01%
13,900
– –
CSX icon
189
CSX Corp
CSX
$94.5B
$1.7M 0.01%
52,600
– –
OTIS icon
190
Otis Worldwide
OTIS
$28B
$1.69M 0.01%
18,200
– –
FNV icon
191
Franco-Nevada
FNV
$42.2B
$1.68M 0.01%
+14,300
New +$1.77M
NTAP icon
192
NetApp
NTAP
$37.4B
$1.66M 0.01%
+14,300
New +$1.75M
EWBC icon
193
East-West Bancorp
EWBC
$18.3B
$1.66M 0.01%
17,300
– –
TGT icon
194
Target
TGT
$67.3B
$1.62M 0.01%
12,000
– –
JCI icon
195
Johnson Controls International
JCI
$93.1B
$1.59M 0.01%
20,200
– –
INGR icon
196
Ingredion
INGR
$6.6B
$1.57M 0.01%
11,400
– –
SCCO icon
197
Southern Copper
SCCO
$163B
$1.57M 0.01%
+18,162
New +$1.81M
ATR icon
198
AptarGroup
ATR
$8.66B
$1.56M 0.01%
9,900
– –
OC icon
199
Owens Corning
OC
$11.7B
$1.53M 0.01%
9,000
– –
CDW icon
200
CDW
CDW
$19.7B
$1.5M 0.01%
8,600
– –
6 7
8
9 10

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WANY
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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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GC
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Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.