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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
ALLE icon
201
Allegion
ALLE
$14.1B
$3.44M 0.02%
21,583
– –
CTSH icon
202
Cognizant
CTSH
$25.3B
$3.43M 0.02%
41,290
– –
MSI icon
203
Motorola Solutions
MSI
$73.5B
$3.39M 0.02%
8,853
– –
SYY icon
204
Sysco
SYY
$39.6B
$3.36M 0.02%
45,600
+27,900
+158% +$2.12M
WSM icon
205
Williams-Sonoma
WSM
$29.3B
$3.3M 0.02%
18,500
+9,700
+110% +$1.82M
T icon
206
AT&T
T
$160B
$3.13M 0.02%
126,200
-2,316,208
-95% -$58.6M
SYK icon
207
Stryker
SYK
$129B
$3.06M 0.02%
8,700
-148,012
-94% -$53.9M
SNA icon
208
Snap-on
SNA
$21.6B
$3.06M 0.02%
8,872
– –
TROW icon
209
T. Rowe Price
TROW
$24.7B
$2.88M 0.02%
28,100
+17,900
+175% +$1.85M
IEX icon
210
IDEX
IEX
$17.5B
$2.84M 0.02%
15,967
– –
EWT icon
211
iShares MSCI Taiwan ETF
EWT
$10.6B
$2.7M 0.02%
42,390
-25,000
-37% -$1.61M
ELV icon
212
Elevance Health
ELV
$82B
$2.7M 0.02%
+7,700
New +$2.6M
RDY icon
213
Dr. Reddy's Laboratories
RDY
$10.1B
$2.69M 0.02%
191,397
– –
LMT icon
214
Lockheed Martin
LMT
$136B
$2.65M 0.02%
5,480
– –
MRSH
215
Marsh
MRSH
$91.4B
$2.63M 0.02%
+14,200
New +$2.65M
MDT icon
216
Medtronic
MDT
$110B
$2.62M 0.02%
27,300
– –
IYJ icon
217
iShares US Industrials ETF
IYJ
$2.04B
$2.6M 0.02%
17,360
– –
SCCO icon
218
Southern Copper
SCCO
$163B
$2.56M 0.02%
18,159
-1
-0% -$132
EMR icon
219
Emerson Electric
EMR
$89B
$2.48M 0.02%
+18,700
New +$2.48M
GPC icon
220
Genuine Parts
GPC
$18.3B
$2.43M 0.02%
19,788
– –
GD icon
221
General Dynamics
GD
$104B
$2.42M 0.02%
7,200
– –
MICC
222
The Magnum Ice Cream Company N.V.
MICC
$11.2B
$2.42M 0.02%
+152,972
New +$2.4M
DRI icon
223
Darden Restaurants
DRI
$23.4B
$2.42M 0.02%
13,160
– –
NXPI icon
224
NXP Semiconductors
NXPI
$59.9B
$2.4M 0.02%
11,050
– –
ABT icon
225
Abbott
ABT
$182B
$2.38M 0.02%
19,000
– –
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
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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.