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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
NVDA icon
1
NVIDIA
NVDA
$4.91T
$1.04B 7.21%
5,569,149
-232,719
-4% -$43.3M
AAPL icon
2
Apple
AAPL
$4.9T
$910M 6.31%
3,346,141
-156,275
-4% -$42M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.23T
$741M 5.14%
2,367,115
-468,880
-17% -$134M
MSFT icon
4
Microsoft
MSFT
$2.93T
$730M 5.06%
1,509,172
-104,864
-6% -$52.5M
AMZN icon
5
Amazon
AMZN
$2.66T
$467M 3.24%
2,021,191
-32,257
-2% -$7.38M
AVGO icon
6
Broadcom
AVGO
$1.76T
$336M 2.33%
969,395
+56,637
+6% +$20.3M
META icon
7
Meta Platforms (Facebook)
META
$1.64T
$305M 2.12%
462,732
-203,984
-31% -$136M
TSLA icon
8
Tesla
TSLA
$1.43T
$270M 1.87%
600,415
-16,631
-3% -$7.37M
LLY icon
9
Eli Lilly
LLY
$1.05T
$253M 1.75%
235,134
+60,576
+35% +$57.9M
V icon
10
Visa
V
$682B
$223M 1.55%
636,484
+139,824
+28% +$47.6M
WMT icon
11
Walmart Inc
WMT
$909B
$184M 1.28%
1,653,001
+165,808
+11% +$17.8M
JNJ icon
12
Johnson & Johnson
JNJ
$609B
$176M 1.22%
852,198
+271,255
+47% +$53.6M
JPM icon
13
JPMorgan Chase
JPM
$907B
$155M 1.08%
482,000
-83,989
-15% -$26M
CRH icon
14
CRH
CRH
$68.8B
$152M 1.05%
1,213,504
-415,090
-25% -$49.4M
CRM icon
15
Salesforce
CRM
$140B
$147M 1.02%
555,116
+392,502
+241% +$97.5M
MS icon
16
Morgan Stanley
MS
$339B
$140M 0.97%
+786,539
New +$131M
RTX icon
17
RTX Corp
RTX
$261B
$137M 0.95%
747,591
+187,495
+33% +$32.6M
C icon
18
Citigroup
C
$217B
$133M 0.92%
1,137,428
+760,707
+202% +$79M
IBM icon
19
IBM
IBM
$200B
$131M 0.91%
443,622
+44,680
+11% +$13.4M
LRCX icon
20
Lam Research
LRCX
$392B
$131M 0.91%
766,421
+481,089
+169% +$74.8M
CSCO icon
21
Cisco
CSCO
$441B
$128M 0.89%
1,660,003
+1,196,739
+258% +$88.8M
USB icon
22
US Bancorp
USB
$98.4B
$128M 0.89%
+2,391,128
New +$118M
MU icon
23
Micron Technology
MU
$959B
$126M 0.87%
441,551
-316,175
-42% -$72.5M
RY icon
24
Royal Bank of Canada
RY
$299B
$122M 0.85%
+713,739
New +$110M
PM icon
25
Philip Morris
PM
$301B
$117M 0.81%
727,590
+419,341
+136% +$65M
1
2 3 4 5

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IMPI
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ECM
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TRSOTSOK
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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.