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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
+14.95%
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
$14B
AUM Growth
+$1.06B
Cap. Flow
-$320M
Cap. Flow %
-2.28%
Top 10 Hldgs %
38.89%
Holding
336
New
83
Increased
64
Reduced
56
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$141M
2
IDXX icon
Idexx Laboratories
IDXX
+$137M
3
APP icon
Applovin
APP
+$128M
4
HD icon
Home Depot
HD
+$127M
5
BNS icon
Scotiabank
BNS
+$126M

Top Sells

Rank Stock Value
1
RCL icon
Royal Caribbean
RCL
+$139M
2
BSX icon
Boston Scientific
BSX
+$130M
3
ETN icon
Eaton
ETN
+$126M
4
AMZN icon
Amazon
AMZN
+$123M
5
BKNG icon
Booking.com
BKNG
+$113M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Financials 13.96%
3 Communication Services 13.27%
4 Consumer Discretionary 10.52%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
201
Colgate-Palmolive
CL
$74.4B
$2.04M 0.01%
+25,534
New +$2.18M
A icon
202
Agilent Technologies
A
$39.8B
$2.02M 0.01%
+15,700
New +$1.9M
CVS icon
203
CVS Health
CVS
$127B
$2M 0.01%
26,500
– –
MCHI icon
204
iShares MSCI China ETF
MCHI
$6.32B
$1.98M 0.01%
30,150
+7,700
+34% +$461K
FERG icon
205
Ferguson
FERG
$49.1B
$1.98M 0.01%
+8,800
New +$1.99M
OTIS icon
206
Otis Worldwide
OTIS
$27.8B
$1.96M 0.01%
+21,400
New +$1.94M
HON icon
207
Honeywell
HON
$78.8B
$1.94M 0.01%
9,761
– –
PNR icon
208
Pentair
PNR
$11B
$1.93M 0.01%
17,400
– –
WMG icon
209
Warner Music
WMG
$13.3B
$1.9M 0.01%
55,700
– –
NFG icon
210
National Fuel Gas
NFG
$7.57B
$1.89M 0.01%
20,500
– –
BWA icon
211
BorgWarner
BWA
$13.8B
$1.88M 0.01%
42,700
– –
HUBB icon
212
Hubbell
HUBB
$27.2B
$1.85M 0.01%
4,300
– –
K
213
DELISTED
Kellanova
K
$1.85M 0.01%
+22,500
New +$1.79M
IEV icon
214
iShares Europe ETF
IEV
$1.69B
$1.84M 0.01%
27,900
-101,058
-78% -$6.46M
EWBC icon
215
East-West Bancorp
EWBC
$18.2B
$1.84M 0.01%
17,300
– –
ITT icon
216
ITT
ITT
$18.4B
$1.82M 0.01%
10,200
– –
ALV icon
217
Autoliv
ALV
$9.07B
$1.82M 0.01%
14,700
– –
PBA icon
218
Pembina Pipeline
PBA
$27.7B
$1.81M 0.01%
+44,700
New +$1.69M
RGLD icon
219
Royal Gold
RGLD
$18.2B
$1.81M 0.01%
9,000
– –
IYH icon
220
iShares US Healthcare ETF
IYH
$3.48B
$1.8M 0.01%
+29,630
New +$1.69M
LDOS icon
221
Leidos
LDOS
$16.1B
$1.78M 0.01%
+9,400
New +$1.64M
CHRW icon
222
C.H. Robinson
CHRW
$17.9B
$1.75M 0.01%
13,200
– –
ADM icon
223
Archer Daniels Midland
ADM
$38B
$1.73M 0.01%
29,000
– –
WSM icon
224
Williams-Sonoma
WSM
$29.3B
$1.72M 0.01%
+8,800
New +$1.68M
NTAP icon
225
NetApp
NTAP
$37.4B
$1.69M 0.01%
14,300
– –
7 8
9
10 11

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WANY
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IMPI
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Fundsmith LLP
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Zurich Insurance Group held 336 positions worth $14B, up 8.2% from $12.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Zurich Insurance Group's Q3 2025 filing shows 83 new, 64 increased, 56 reduced and 66 closed positions. Its largest new stake was Idexx Laboratories: 224,968 shares worth $144M. The largest sale was Royal Caribbean, an estimated $139M.

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

  • Zurich Insurance Group's largest Q3 2025 buy was Idexx Laboratories: 224,968 shares worth $144M.
  • Zurich Insurance Group added most to Apple in Q3 2025, an estimated $141M increase.
  • Zurich Insurance Group's biggest Q3 2025 reduction was Amazon, cutting an estimated $123M.
  • Zurich Insurance Group fully exited Royal Caribbean in Q3 2025, selling an estimated $139M.
  • Zurich Insurance Group's ten largest holdings make up 39% of its $14B portfolio in Q3 2025.
  • Zurich Insurance Group opened 83 new positions and closed 66 in Q3 2025.
  • Zurich Insurance Group's portfolio value rose 8.2% quarter-over-quarter to $14B.

Based on Zurich Insurance Group's 13F filing for Q3 2025, filed 14 Nov 2025.