We are live on ! Find out more
ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.7B
1-Year Est. Return 53.57%
This Fund
S&P 500
This Quarter Est. Return
+23.02%
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
$12.9B
AUM Growth
+$599M
Cap. Flow
-$1.22B
Cap. Flow %
-9.42%
Top 10 Hldgs %
37.09%
Holding
304
New
51
Increased
31
Reduced
68
Closed
51

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$137M
2
SCHW
Charles Schwab
SCHW
+$113M
3
BA icon
Boeing
BA
+$110M
4
ETN icon
Eaton
ETN
+$108M
5
RCL icon
Royal Caribbean
RCL
+$106M

Top Sells

Rank Stock Value
1
ORLY icon
O'Reilly Automotive
ORLY
+$118M
2
PGR icon
Progressive
PGR
+$117M
3
CSCO icon
Cisco
CSCO
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
FISV
Fiserv Inc
FISV
+$103M

Sector Composition

Rank Sector Weight
1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$966M 7.46%
6,114,093
+790,657
+15% +$99.5M
MSFT icon
2
Microsoft
MSFT
$2.84T
$862M 6.66%
1,733,259
-117,694
-6% -$51.1M
AAPL icon
3
Apple
AAPL
$4.89T
$590M 4.56%
2,876,900
-492,368
-15% -$99.4M
AMZN icon
4
Amazon
AMZN
$2.5T
$570M 4.4%
2,597,813
+426,209
+20% +$84.3M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$470M 3.63%
636,928
-15,601
-2% -$9.64M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$412M 3.19%
2,340,689
-594,870
-20% -$97.4M
AVGO icon
7
Broadcom
AVGO
$1.82T
$309M 2.39%
1,120,737
-67,637
-6% -$14.7M
NFLX icon
8
Netflix
NFLX
$292B
$238M 1.84%
1,776,680
-185,140
-9% -$20.9M
BAC icon
9
Bank of America
BAC
$435B
$194M 1.5%
4,100,417
+1,140,655
+39% +$48M
TSLA icon
10
Tesla
TSLA
$1.24T
$189M 1.46%
594,076
-59,907
-9% -$18M
ORCL icon
11
Oracle
ORCL
$331B
$172M 1.33%
788,145
-28,532
-3% -$4.61M
MA icon
12
Mastercard
MA
$477B
$165M 1.27%
293,439
-3,389
-1% -$1.87M
JPM icon
13
JPMorgan Chase
JPM
$939B
$163M 1.26%
563,640
-89,727
-14% -$22.9M
LLY icon
14
Eli Lilly
LLY
$1.07T
$159M 1.23%
204,488
-21,045
-9% -$16.4M
INTU icon
15
Intuit
INTU
$81.1B
$159M 1.23%
+202,132
New +$137M
V icon
16
Visa
V
$677B
$152M 1.18%
428,381
-101,593
-19% -$35.4M
HWM icon
17
Howmet Aerospace
HWM
$116B
$148M 1.14%
793,885
+150,657
+23% +$23.2M
IBM icon
18
IBM
IBM
$202B
$142M 1.1%
481,804
+127,509
+36% +$32.9M
AXON
19
Axon Enterprise
AXON
$40.5B
$141M 1.09%
170,884
+51,362
+43% +$34.9M
RTX icon
20
RTX Corp
RTX
$287B
$140M 1.08%
960,049
-22,845
-2% -$3.04M
GS icon
21
Goldman Sachs
GS
$313B
$139M 1.07%
196,520
+99,516
+103% +$57.7M
RCL icon
22
Royal Caribbean
RCL
$78.7B
$139M 1.07%
+444,084
New +$106M
GEV icon
23
GE Vernova
GEV
$270B
$130M 1%
+245,411
New +$102M
GE icon
24
GE Aerospace
GE
$367B
$130M 1%
504,495
-40,035
-7% -$8.78M
BSX icon
25
Boston Scientific
BSX
$65.8B
$130M 1%
1,208,040
-172,766
-13% -$17.5M
1
2 3 4 5

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 Q2 2025 Portfolio in Review

As of Q2 2025, Zurich Insurance Group held 304 positions worth $12.9B, up 4.9% from $12.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Zurich Insurance Group withdrew a net $1.22B in Q2 2025, closing 51 positions and reducing 68 holdings. Its most notable exit was O'Reilly Automotive, an estimated $118M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Zurich Insurance Group opened a new position in Intuit worth $159M.

  • Zurich Insurance Group's largest Q2 2025 buy was Intuit: 202,132 shares worth $159M.
  • Zurich Insurance Group added most to NVIDIA in Q2 2025, an estimated $99.5M increase.
  • Zurich Insurance Group's biggest Q2 2025 reduction was Cisco, cutting an estimated $117M.
  • Zurich Insurance Group fully exited O'Reilly Automotive in Q2 2025, selling an estimated $118M.
  • Zurich Insurance Group's ten largest holdings make up 37% of its $12.9B portfolio in Q2 2025.
  • Zurich Insurance Group opened 51 new positions and closed 51 in Q2 2025.
  • Zurich Insurance Group's portfolio value rose 4.9% quarter-over-quarter to $12.9B.

Based on Zurich Insurance Group's 13F filing for Q2 2025, filed 14 Aug 2025.