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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
CL icon
201
Colgate-Palmolive
CL
$71.8B
$13.8M 0.11%
161,749
+136,215
+533% +$12.1M
ADM icon
202
Archer Daniels Midland
ADM
$42.5B
$13.6M 0.11%
186,445
+157,445
+543% +$10.6M
NOC icon
203
Northrop Grumman
NOC
$77.1B
$13.4M 0.11%
+19,699
New +$13.6M
HBAN icon
204
Huntington Bancshares
HBAN
$35B
$13.1M 0.1%
+837,899
New +$14.3M
MCK icon
205
McKesson
MCK
$95.6B
$12.5M 0.1%
14,424
-16,064
-53% -$14.3M
ICLR icon
206
Icon
ICLR
$13.4B
$12.2M 0.1%
+109,926
New +$15M
AAXJ icon
207
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.73B
$11.9M 0.09%
123,930
-24,460
-16% -$2.45M
BG icon
208
Bunge Global
BG
$24.3B
$11.7M 0.09%
+91,867
New +$10.7M
CTVA icon
209
Corteva
CTVA
$59B
$11.5M 0.09%
+136,835
New +$10.3M
TXN icon
210
Texas Instruments
TXN
$257B
$11.3M 0.09%
+58,423
New +$11.8M
IR icon
211
Ingersoll Rand
IR
$33.1B
$11M 0.09%
+137,891
New +$12.2M
XYZ
212
Block Inc
XYZ
$45.7B
$10.6M 0.08%
+175,788
New +$10.7M
PKG icon
213
Packaging Corp of America
PKG
$20.6B
$10.6M 0.08%
+49,735
New +$11.1M
TTWO icon
214
Take-Two Interactive
TTWO
$43.1B
$10.4M 0.08%
52,680
-206,559
-80% -$44.9M
RCL icon
215
Royal Caribbean
RCL
$75.5B
$10.4M 0.08%
37,764
-3,453
-8% -$1.03M
SLF icon
216
Sun Life Financial
SLF
$45B
$10.4M 0.08%
+166,326
New +$10.6M
ROL icon
217
Rollins
ROL
$18.8B
$10.3M 0.08%
+193,217
New +$11.5M
EW icon
218
Edwards Lifesciences
EW
$48.1B
$10.1M 0.08%
+126,098
New +$10.4M
HOOD icon
219
Robinhood
HOOD
$92.3B
$9.75M 0.08%
140,662
-12,048
-8% -$1.06M
MCHP icon
220
Microchip Technology
MCHP
$44.7B
$9.42M 0.07%
+145,860
New +$10.5M
BLDR icon
221
Builders FirstSource
BLDR
$7.48B
$9.39M 0.07%
+114,060
New +$12.2M
SPY icon
222
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$8.8M 0.07%
13,530
-2,800
-17% -$1.9M
HDB icon
223
HDFC Bank
HDB
$118B
$8.32M 0.07%
334,528
-41,011
-11% -$1.27M
AIG icon
224
American International
AIG
$41.5B
$7.41M 0.06%
+98,442
New +$7.53M
IVV icon
225
iShares Core S&P 500 ETF
IVV
$876B
$6.71M 0.05%
10,270
– –
7 8
9
10 11

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IMPI
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AIM
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ECM
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TRSOTSOK
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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.