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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
AAPL icon
1
Apple
AAPL
$4.89T
$748M 6.06%
3,369,268
+109,915
+3% +$25.5M
MSFT icon
2
Microsoft
MSFT
$2.84T
$695M 5.63%
1,850,953
+276,985
+18% +$113M
NVDA icon
3
NVIDIA
NVDA
$5.01T
$577M 4.67%
5,323,436
-66,066
-1% -$8.37M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.91T
$454M 3.68%
2,935,559
+93,981
+3% +$17M
AMZN icon
5
Amazon
AMZN
$2.5T
$413M 3.35%
2,171,604
-292,322
-12% -$63.4M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$376M 3.05%
652,529
+7,986
+1% +$5.15M
AVGO icon
7
Broadcom
AVGO
$1.82T
$199M 1.61%
1,188,374
-91,790
-7% -$19.4M
LLY icon
8
Eli Lilly
LLY
$1.07T
$186M 1.51%
225,533
+19,832
+10% +$16.5M
V icon
9
Visa
V
$677B
$186M 1.5%
529,974
+102,591
+24% +$34.7M
NFLX icon
10
Netflix
NFLX
$292B
$183M 1.48%
1,961,820
-16,170
-0.8% -$1.54M
TSLA icon
11
Tesla
TSLA
$1.24T
$169M 1.37%
653,983
+12,086
+2% +$4.03M
WMT icon
12
Walmart Inc
WMT
$871B
$168M 1.36%
1,916,295
-850,771
-31% -$79.8M
MA icon
13
Mastercard
MA
$477B
$163M 1.32%
296,828
-3,352
-1% -$1.82M
JPM icon
14
JPMorgan Chase
JPM
$939B
$160M 1.3%
653,367
+191,833
+42% +$48.9M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.07T
$156M 1.27%
293,372
+123,086
+72% +$59.8M
ABT icon
16
Abbott
ABT
$180B
$148M 1.2%
1,115,514
+1,096,514
+5,771% +$140M
CSCO icon
17
Cisco
CSCO
$450B
$140M 1.13%
2,269,541
+1,240,827
+121% +$76.4M
BSX icon
18
Boston Scientific
BSX
$65.8B
$139M 1.13%
1,380,806
-381,406
-22% -$38.4M
PM icon
19
Philip Morris
PM
$301B
$133M 1.08%
840,119
-102,229
-11% -$14.5M
JNJ icon
20
Johnson & Johnson
JNJ
$635B
$131M 1.06%
788,586
+315,153
+67% +$49.3M
CAH icon
21
Cardinal Health
CAH
$53.4B
$130M 1.06%
946,750
+927,950
+4,936% +$118M
RTX icon
22
RTX Corp
RTX
$287B
$130M 1.05%
+982,894
New +$125M
DUK icon
23
Duke Energy
DUK
$102B
$129M 1.04%
1,055,482
+600,271
+132% +$68.4M
T icon
24
AT&T
T
$165B
$125M 1.02%
4,435,404
+2,992,699
+207% +$75.3M
ABBV icon
25
AbbVie
ABBV
$458B
$124M 1%
590,956
+170,629
+41% +$33.2M
1
2 3 4 5

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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.