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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
NVDA icon
1
NVIDIA
NVDA
$5.01T
$1.08B 7.73%
5,801,868
-312,225
-5% -$54.4M
AAPL icon
2
Apple
AAPL
$4.89T
$892M 6.37%
3,502,416
+625,516
+22% +$141M
MSFT icon
3
Microsoft
MSFT
$2.84T
$836M 5.97%
1,614,036
-119,223
-7% -$60.8M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.91T
$689M 4.92%
2,835,995
+495,306
+21% +$104M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$490M 3.5%
666,716
+29,788
+5% +$22.2M
AMZN icon
6
Amazon
AMZN
$2.5T
$451M 3.22%
2,053,448
-544,365
-21% -$123M
AVGO icon
7
Broadcom
AVGO
$1.82T
$301M 2.15%
912,758
-207,979
-19% -$63.8M
TSLA icon
8
Tesla
TSLA
$1.24T
$274M 1.96%
617,046
+22,970
+4% +$7.97M
NFLX icon
9
Netflix
NFLX
$292B
$230M 1.64%
1,918,290
+141,610
+8% +$17.3M
APP icon
10
Applovin
APP
$132B
$200M 1.43%
+277,975
New +$128M
CRH icon
11
CRH
CRH
$66.7B
$195M 1.39%
1,628,594
+978,181
+150% +$103M
BAC icon
12
Bank of America
BAC
$435B
$193M 1.38%
3,746,439
-353,978
-9% -$17.3M
ABBV icon
13
AbbVie
ABBV
$458B
$185M 1.32%
798,866
+149,469
+23% +$30.4M
JPM icon
14
JPMorgan Chase
JPM
$939B
$179M 1.28%
565,989
+2,349
+0.4% +$699K
V icon
15
Visa
V
$677B
$170M 1.21%
496,660
+68,279
+16% +$23.6M
GE icon
16
GE Aerospace
GE
$367B
$166M 1.18%
550,396
+45,901
+9% +$12.5M
WMT icon
17
Walmart Inc
WMT
$871B
$153M 1.09%
1,487,193
+592,491
+66% +$59M
IDXX icon
18
Idexx Laboratories
IDXX
$42.9B
$144M 1.03%
+224,968
New +$137M
COF icon
19
Capital One
COF
$124B
$139M 0.99%
652,957
+120,434
+23% +$26.4M
BNS icon
20
Scotiabank
BNS
$106B
$138M 0.99%
+2,142,038
New +$126M
HD icon
21
Home Depot
HD
$332B
$137M 0.98%
338,602
+323,001
+2,070% +$127M
LLY icon
22
Eli Lilly
LLY
$1.07T
$133M 0.95%
174,558
-29,930
-15% -$22.3M
HWM icon
23
Howmet Aerospace
HWM
$116B
$133M 0.95%
677,567
-116,318
-15% -$21.2M
UNH icon
24
UnitedHealth
UNH
$382B
$129M 0.92%
373,135
+189,701
+103% +$57.4M
MU icon
25
Micron Technology
MU
$1.04T
$127M 0.91%
+757,726
New +$97M
1
2 3 4 5

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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.