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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
CSL icon
201
Carlisle Companies
CSL
$15.3B
$1.57M 0.01%
4,600
-140,507
-97% -$50.4M
EWBC icon
202
East-West Bancorp
EWBC
$18.3B
$1.55M 0.01%
17,300
– –
INGR icon
203
Ingredion
INGR
$6.52B
$1.54M 0.01%
11,400
– –
PNR icon
204
Pentair
PNR
$11B
$1.52M 0.01%
17,400
– –
PKG icon
205
Packaging Corp of America
PKG
$22.8B
$1.5M 0.01%
7,600
– –
RGLD icon
206
Royal Gold
RGLD
$18.3B
$1.47M 0.01%
9,000
– –
ATR icon
207
AptarGroup
ATR
$8.69B
$1.47M 0.01%
9,900
– –
HPE icon
208
Hewlett Packard
HPE
$70.5B
$1.47M 0.01%
95,000
– –
HESM icon
209
Hess Midstream
HESM
$5.15B
$1.43M 0.01%
33,900
– –
MAS icon
210
Masco
MAS
$15.2B
$1.43M 0.01%
20,500
– –
HUBB icon
211
Hubbell
HUBB
$27.1B
$1.42M 0.01%
+4,300
New +$1.67M
ADM icon
212
Archer Daniels Midland
ADM
$37.4B
$1.39M 0.01%
29,000
– –
SF
213
Stifel
SF
$12.8B
$1.39M 0.01%
+22,050
New +$1.55M
NYT icon
214
New York Times
NYT
$10.6B
$1.38M 0.01%
+27,800
New +$1.4M
CFR icon
215
Cullen/Frost Bankers
CFR
$10.3B
$1.35M 0.01%
+10,800
New +$1.45M
CHRW icon
216
C.H. Robinson
CHRW
$17.9B
$1.35M 0.01%
13,200
– –
BAH icon
217
Booz Allen Hamilton
BAH
$8.65B
$1.35M 0.01%
+12,900
New +$1.55M
ACT icon
218
Enact Holdings
ACT
$6.68B
$1.33M 0.01%
38,400
– –
ALLE icon
219
Allegion
ALLE
$14.3B
$1.33M 0.01%
10,200
– –
SYY icon
220
Sysco
SYY
$40.3B
$1.33M 0.01%
17,700
– –
ITT icon
221
ITT
ITT
$18.2B
$1.32M 0.01%
10,200
– –
ALSN icon
222
Allison Transmission
ALSN
$9.8B
$1.31M 0.01%
+13,700
New +$1.45M
HOMB icon
223
Home BancShares
HOMB
$6.26B
$1.3M 0.01%
+46,000
New +$1.35M
ALV icon
224
Autoliv
ALV
$9.02B
$1.3M 0.01%
+14,700
New +$1.4M
OC icon
225
Owens Corning
OC
$12.3B
$1.29M 0.01%
9,000
– –
7 8
9
10 11

Similar funds

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
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.