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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
+8.12%
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
$14.4B
AUM Growth
+$411M
Cap. Flow
-$273M
Cap. Flow %
-1.89%
Top 10 Hldgs %
36.58%
Holding
341
New
71
Increased
70
Reduced
64
Closed
50

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$131M
2
USB icon
US Bancorp
USB
+$118M
3
RY icon
Royal Bank of Canada
RY
+$110M
4
CRM icon
Salesforce
CRM
+$97.5M
5
CSCO icon
Cisco
CSCO
+$88.8M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$139M
2
BNS icon
Scotiabank
BNS
+$138M
3
META icon
Meta Platforms (Facebook)
META
+$136M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$134M
5
HWM icon
Howmet Aerospace
HWM
+$133M

Sector Composition

Rank Sector Weight
1 Technology 31.03%
2 Financials 15.54%
3 Consumer Discretionary 10.25%
4 Healthcare 9.49%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDAQ icon
176
Nasdaq
NDAQ
$52.3B
$11.3M 0.08%
+116,129
New +$10.4M
SPY icon
177
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$11.2M 0.08%
16,330
-360
-2% -$243K
COIN icon
178
Coinbase
COIN
$39.8B
$9.64M 0.07%
42,622
+471
+1% +$140K
NKE icon
179
Nike
NKE
$61.6B
$9.4M 0.07%
147,545
-1,259,040
-90% -$82.1M
ALC icon
180
Alcon
ALC
$34.2B
$8.05M 0.06%
100,895
+40,854
+68% +$3.15M
IYK icon
181
iShares US Consumer Staples ETF
IYK
$1.41B
$7.48M 0.05%
111,100
– –
ACWI icon
182
iShares MSCI ACWI ETF
ACWI
$33.4B
$7.4M 0.05%
51,974
– –
IVV icon
183
iShares Core S&P 500 ETF
IVV
$900B
$7.09M 0.05%
10,270
– –
IYF icon
184
iShares US Financials ETF
IYF
$4.62B
$6.53M 0.05%
50,250
– –
IYC icon
185
iShares US Consumer Discretionary ETF
IYC
$1.21B
$6.11M 0.04%
58,900
– –
AMGN icon
186
Amgen
AMGN
$210B
$5.96M 0.04%
18,200
-101,451
-85% -$32.2M
VZ icon
187
Verizon
VZ
$195B
$5.86M 0.04%
143,900
+76,800
+114% +$3.12M
GM icon
188
General Motors
GM
$77.5B
$5.61M 0.04%
69,007
– –
FLJP icon
189
Franklin FTSE Japan ETF
FLJP
$3.99B
$5.58M 0.04%
161,441
+94,275
+140% +$3.33M
GWRE icon
190
Guidewire Software
GWRE
$13.3B
$5.55M 0.04%
+27,598
New +$6.1M
AMAT icon
191
Applied Materials
AMAT
$434B
$5.24M 0.04%
20,386
– –
TECK icon
192
Teck Resources
TECK
$31.8B
$5.1M 0.04%
106,305
-243,183
-70% -$10.5M
CI icon
193
Cigna
CI
$74.5B
$4.6M 0.03%
16,700
+9,100
+120% +$2.55M
MCHI icon
194
iShares MSCI China ETF
MCHI
$6.33B
$4.57M 0.03%
75,500
+45,350
+150% +$2.85M
PG icon
195
Procter & Gamble
PG
$345B
$4.22M 0.03%
29,470
– –
BLK icon
196
Blackrock
BLK
$175B
$3.85M 0.03%
3,600
-30,430
-89% -$33.3M
DCI icon
197
Donaldson
DCI
$11.1B
$3.83M 0.03%
43,251
– –
IYE icon
198
iShares US Energy ETF
IYE
$1.73B
$3.8M 0.03%
79,500
– –
DOV icon
199
Dover
DOV
$27.7B
$3.66M 0.03%
18,728
– –
CMI icon
200
Cummins
CMI
$87.8B
$3.5M 0.02%
6,859
– –
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 2025 Portfolio in Review

As of Q4 2025, Zurich Insurance Group held 341 positions worth $14.4B, up 2.9% from $14B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group's Q4 2025 filing shows 71 new, 70 increased, 64 reduced and 50 closed positions. Its largest new stake was Morgan Stanley: 786,539 shares worth $140M. The largest sale was Applovin, an estimated $139M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2025 buy was Morgan Stanley: 786,539 shares worth $140M.
  • Zurich Insurance Group added most to Salesforce in Q4 2025, an estimated $97.5M increase.
  • Zurich Insurance Group's biggest Q4 2025 reduction was Applovin, cutting an estimated $139M.
  • Zurich Insurance Group fully exited Scotiabank in Q4 2025, selling an estimated $138M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $14.4B portfolio in Q4 2025.
  • Zurich Insurance Group opened 71 new positions and closed 50 in Q4 2025.
  • Zurich Insurance Group's portfolio value rose 2.9% quarter-over-quarter to $14.4B.

Based on Zurich Insurance Group's 13F filing for Q4 2025, filed 17 Feb 2026.