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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
+0.47%
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
+$81.3M
Cap. Flow
+$492M
Cap. Flow %
3.99%
Top 10 Hldgs %
32.54%
Holding
302
New
69
Increased
50
Reduced
63
Closed
49

Top Buys

Rank Stock Value
1
ABT icon
Abbott
ABT
+$140M
2
RTX icon
RTX Corp
RTX
+$125M
3
CAH icon
Cardinal Health
CAH
+$118M
4
MSFT icon
Microsoft
MSFT
+$113M
5
EXE
Expand Energy Corp
EXE
+$102M

Top Sells

Rank Stock Value
1
CLH icon
Clean Harbors
CLH
+$120M
2
CRM icon
Salesforce
CRM
+$107M
3
CCL icon
Carnival Corporation Ltd
CCL
+$101M
4
BNS icon
Scotiabank
BNS
+$96.5M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

Rank Sector Weight
1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVUE icon
176
Kenvue
KVUE
$37.8B
$2.2M 0.02%
91,600
– –
ITW icon
177
Illinois Tool Works
ITW
$85.5B
$2.16M 0.02%
+8,700
New +$2.24M
ZTS icon
178
Zoetis
ZTS
$31.2B
$2.12M 0.02%
12,900
-97,432
-88% -$16.2M
URI icon
179
United Rentals
URI
$72.3B
$2.09M 0.02%
3,328
– –
TEL icon
180
TE Connectivity
TEL
$63.2B
$2.08M 0.02%
14,700
– –
CHD icon
181
Church & Dwight Co
CHD
$24.6B
$2.06M 0.02%
18,700
– –
CTSH icon
182
Cognizant
CTSH
$25.1B
$2.03M 0.02%
26,500
– –
RMD icon
183
ResMed
RMD
$32.5B
$2.01M 0.02%
9,000
-329,029
-97% -$76.8M
QCOM icon
184
Qualcomm
QCOM
$165B
$1.97M 0.02%
12,800
– –
TSM icon
185
TSMC
TSM
$2.15T
$1.96M 0.02%
+11,800
New +$2.29M
DGX icon
186
Quest Diagnostics
DGX
$26B
$1.95M 0.02%
11,500
– –
CVS icon
187
CVS Health
CVS
$126B
$1.8M 0.01%
26,500
– –
WMG icon
188
Warner Music
WMG
$13.6B
$1.75M 0.01%
+55,700
New +$1.81M
HSY icon
189
Hershey
HSY
$36.1B
$1.74M 0.01%
10,200
– –
ACI icon
190
Albertsons Companies
ACI
$5.75B
$1.73M 0.01%
+78,800
New +$1.63M
CMI icon
191
Cummins
CMI
$89.7B
$1.69M 0.01%
5,400
– –
LEN icon
192
Lennar Class A
LEN
$21.2B
$1.69M 0.01%
14,724
-486
-3% -$60.7K
DOV icon
193
Dover
DOV
$28.3B
$1.67M 0.01%
9,500
– –
GIS icon
194
General Mills
GIS
$19.2B
$1.62M 0.01%
27,160
– –
NFG icon
195
National Fuel Gas
NFG
$7.5B
$1.62M 0.01%
+20,500
New +$1.47M
SCCO icon
196
Southern Copper
SCCO
$164B
$1.62M 0.01%
18,161
-1
-0% -$90
JCI icon
197
Johnson Controls International
JCI
$93.1B
$1.62M 0.01%
20,200
– –
RPM icon
198
RPM International
RPM
$14.9B
$1.61M 0.01%
13,900
– –
EXPD icon
199
Expeditors International
EXPD
$23.7B
$1.59M 0.01%
13,200
– –
SUN icon
200
Sunoco
SUN
$13.8B
$1.58M 0.01%
+27,200
New +$1.54M
6 7
8
9 10

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ACA
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WANY
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IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zurich Insurance Group's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Insurance Group held 302 positions worth $12.3B, up 0.66% from $12.3B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Zurich Insurance Group deployed $492M of net new capital in Q1 2025, opening 69 new positions and adding to 50 existing holdings. Its largest new stake was RTX Corp: 982,894 shares worth $130M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Salesforce, an estimated $107M trimmed.

  • Zurich Insurance Group's largest Q1 2025 buy was RTX Corp: 982,894 shares worth $130M.
  • Zurich Insurance Group added most to Abbott in Q1 2025, an estimated $140M increase.
  • Zurich Insurance Group's biggest Q1 2025 reduction was Salesforce, cutting an estimated $107M.
  • Zurich Insurance Group fully exited Clean Harbors in Q1 2025, selling an estimated $120M.
  • Zurich Insurance Group's ten largest holdings make up 33% of its $12.3B portfolio in Q1 2025.
  • Zurich Insurance Group opened 69 new positions and closed 49 in Q1 2025.
  • Zurich Insurance Group's portfolio value rose 0.66% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q1 2025, filed 15 May 2025.