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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
+8.44%
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
+$471M
Cap. Flow
-$35.5M
Cap. Flow %
-0.29%
Top 10 Hldgs %
37.94%
Holding
269
New
57
Increased
54
Reduced
62
Closed
36

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$114M
2
APD icon
Air Products & Chemicals
APD
+$114M
3
HWM icon
Howmet Aerospace
HWM
+$103M
4
UNM icon
Unum
UNM
+$99.3M
5
BNS icon
Scotiabank
BNS
+$97.2M

Top Sells

Rank Stock Value
1
TDG icon
TransDigm Group
TDG
+$135M
2
NEM icon
Newmont
NEM
+$98M
3
MET icon
MetLife
MET
+$91.8M
4
PGR icon
Progressive
PGR
+$89.5M
5
RGA icon
Reinsurance Group of America
RGA
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 31.77%
2 Financials 14.2%
3 Consumer Discretionary 13.22%
4 Communication Services 10.09%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$816M 6.66%
3,259,353
-1,153
-0% -$272K
NVDA icon
2
NVIDIA
NVDA
$5.01T
$724M 5.9%
5,389,502
+57,564
+1% +$7.93M
MSFT icon
3
Microsoft
MSFT
$2.84T
$663M 5.41%
1,573,968
-112,969
-7% -$48.1M
AMZN icon
4
Amazon
AMZN
$2.5T
$541M 4.41%
2,463,926
+456,055
+23% +$93.3M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$538M 4.39%
2,841,578
+152,420
+6% +$26.7M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$377M 3.08%
644,543
+4,220
+0.7% +$2.48M
AVGO icon
7
Broadcom
AVGO
$1.82T
$297M 2.42%
1,280,164
+46,922
+4% +$8.68M
TSLA icon
8
Tesla
TSLA
$1.24T
$259M 2.11%
641,897
+188,650
+42% +$60.7M
WMT icon
9
Walmart Inc
WMT
$871B
$250M 2.04%
2,767,066
+17,388
+0.6% +$1.51M
CRM icon
10
Salesforce
CRM
$134B
$188M 1.53%
562,125
+295,554
+111% +$94.3M
NFLX icon
11
Netflix
NFLX
$292B
$176M 1.44%
1,977,990
+193,960
+11% +$16M
ORCL icon
12
Oracle
ORCL
$331B
$163M 1.33%
977,484
-146,785
-13% -$26.1M
LLY icon
13
Eli Lilly
LLY
$1.07T
$159M 1.29%
205,701
-6,532
-3% -$5.41M
MA icon
14
Mastercard
MA
$477B
$158M 1.29%
300,180
-19,624
-6% -$10.2M
BSX icon
15
Boston Scientific
BSX
$65.8B
$157M 1.28%
1,762,212
+268,820
+18% +$23.7M
BAC icon
16
Bank of America
BAC
$435B
$156M 1.27%
3,544,508
+692,054
+24% +$30.4M
V icon
17
Visa
V
$677B
$135M 1.1%
427,383
-20,403
-5% -$6.14M
CLH icon
18
Clean Harbors
CLH
$16.1B
$120M 0.98%
520,910
+92,785
+22% +$23M
WFC icon
19
Wells Fargo
WFC
$261B
$117M 0.96%
+1,669,710
New +$114M
PM icon
20
Philip Morris
PM
$301B
$113M 0.92%
942,348
+18,648
+2% +$2.35M
CRH icon
21
CRH
CRH
$66.7B
$113M 0.92%
1,215,366
-113,819
-9% -$11M
JPM icon
22
JPMorgan Chase
JPM
$939B
$111M 0.9%
461,534
+75,115
+19% +$17.5M
AXON
23
Axon Enterprise
AXON
$40.5B
$106M 0.86%
178,396
-65,156
-27% -$35.4M
UNM icon
24
Unum
UNM
$13.8B
$105M 0.86%
+1,440,490
New +$99.3M
APD icon
25
Air Products & Chemicals
APD
$66.3B
$105M 0.86%
+362,038
New +$114M
1
2 3 4 5

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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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Zurich Insurance Group's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Insurance Group held 269 positions worth $12.3B, up 4% from $11.8B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Zurich Insurance Group's Q4 2024 filing shows 57 new, 54 increased, 62 reduced and 36 closed positions. Its largest new stake was Wells Fargo: 1,669,710 shares worth $117M. The largest sale was TransDigm Group, an estimated $135M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Zurich Insurance Group's largest Q4 2024 buy was Wells Fargo: 1,669,710 shares worth $117M.
  • Zurich Insurance Group added most to Salesforce in Q4 2024, an estimated $94.3M increase.
  • Zurich Insurance Group's biggest Q4 2024 reduction was Progressive, cutting an estimated $89.5M.
  • Zurich Insurance Group fully exited TransDigm Group in Q4 2024, selling an estimated $135M.
  • Zurich Insurance Group's ten largest holdings make up 38% of its $12.3B portfolio in Q4 2024.
  • Zurich Insurance Group opened 57 new positions and closed 36 in Q4 2024.
  • Zurich Insurance Group's portfolio value rose 4% quarter-over-quarter to $12.3B.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.