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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
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNV icon
176
Franco-Nevada
FNV
$41.2B
$2.34M 0.02%
14,300
– –
RMD icon
177
ResMed
RMD
$31.1B
$2.32M 0.02%
9,000
– –
SHW icon
178
Sherwin-Williams
SHW
$84.8B
$2.27M 0.02%
6,600
– –
MPLX icon
179
MPLX
MPLX
$59.4B
$2.18M 0.02%
42,400
– –
ITW icon
180
Illinois Tool Works
ITW
$82.5B
$2.15M 0.02%
8,700
– –
HON icon
181
Honeywell
HON
$77.2B
$2.14M 0.02%
9,761
-352,979
-97% -$71.4M
JCI icon
182
Johnson Controls International
JCI
$89B
$2.13M 0.02%
20,200
– –
CTSH icon
183
Cognizant
CTSH
$24.9B
$2.07M 0.02%
26,500
– –
DGX icon
184
Quest Diagnostics
DGX
$25.7B
$2.07M 0.02%
11,500
– –
QCOM icon
185
Qualcomm
QCOM
$157B
$2.04M 0.02%
12,800
– –
ZTS icon
186
Zoetis
ZTS
$32.5B
$2.01M 0.02%
12,900
– –
HPE icon
187
Hewlett Packard
HPE
$65.5B
$1.94M 0.02%
95,000
– –
KVUE icon
188
Kenvue
KVUE
$37.1B
$1.92M 0.01%
91,600
– –
OKE icon
189
Oneok
OKE
$55.8B
$1.86M 0.01%
22,800
– –
CVS icon
190
CVS Health
CVS
$134B
$1.83M 0.01%
26,500
– –
CHD icon
191
Church & Dwight Co
CHD
$23.8B
$1.8M 0.01%
18,700
– –
PNR icon
192
Pentair
PNR
$10.7B
$1.79M 0.01%
17,400
– –
SCCO icon
193
Southern Copper
SCCO
$145B
$1.77M 0.01%
18,160
-1
-0% -$88
CMI icon
194
Cummins
CMI
$89.5B
$1.77M 0.01%
5,400
– –
HUBB icon
195
Hubbell
HUBB
$24.9B
$1.76M 0.01%
4,300
– –
EWBC icon
196
East-West Bancorp
EWBC
$18B
$1.75M 0.01%
17,300
– –
DOV icon
197
Dover
DOV
$27.6B
$1.74M 0.01%
9,500
– –
NFG icon
198
National Fuel Gas
NFG
$7.92B
$1.74M 0.01%
20,500
– –
CSL icon
199
Carlisle Companies
CSL
$14.6B
$1.72M 0.01%
4,600
– –
ACI icon
200
Albertsons Companies
ACI
$5.65B
$1.69M 0.01%
78,800
– –
6 7
8
9 10

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ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
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
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Zurich Insurance Group's Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.