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Zurich Insurance Group Portfolio holdings
AUM
$14.4B
Turnover
37.91%
1-Year Est. Return
63.77%
This Fund
S&P 500
This Quarter
Est. Return
+0.43%
1 Year Est. Return
+63.77%
3 Year Est. Return
+257.52%
5 Year Est. Return
+342.37%
10 Year Est. Return
+1,408.2%
AUM
$12.7B
AUM Growth
-$1.69B
(-12%)
Cap. Flow
-$1.29B
Cap. Flow
% of AUM
-10.12%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
362
New
71
Increased
51
Reduced
117
Closed
35
Avg Time Held
1.5
years
Top 10 Avg Time Held
4.1
years
Top 20 Avg Time Held
3.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AstraZeneca
AZN
|
+$127M |
| 2 |
Costco
COST
|
+$112M |
| 3 |
Bank of Montreal
BMO
|
+$74.1M |
| 4 |
Analog Devices
ADI
|
+$72.6M |
| 5 |
Church & Dwight Co
CHD
|
+$71.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Salesforce
CRM
|
+$147M |
| 2 |
NVIDIA
NVDA
|
+$138M |
| 3 |
Boeing
BA
|
+$114M |
| 4 |
Micron Technology
MU
|
+$109M |
| 5 |
Freeport-McMoran
FCX
|
+$104M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.27% |
| 2 | Financials | 12.82% |
| 3 | Healthcare | 10.39% |
| 4 | Communication Services | 9.59% |
| 5 | Consumer Discretionary | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.25T
| $840M | 6.6% |
4,815,607
-753,542
| -14% | -$138M |
2023 Q1
12 quarters
|
|
2
Apple
AAPL
$4.99T
| $766M | 6.02% |
3,019,479
-326,662
| -10% | -$85M |
2015 Q3
42 quarters
|
|
3
Alphabet (Google) Class A
GOOGL
$4.27T
| $619M | 4.86% |
2,151,493
-215,622
| -9% | -$67.8M |
2015 Q4
41 quarters
|
|
4
Microsoft
MSFT
$4.01T
| $536M | 4.21% |
1,448,223
-60,949
| -4% | -$25.5M |
2015 Q3
42 quarters
|
|
5
Amazon
AMZN
$2.75T
| $371M | 2.91% |
1,779,179
-242,012
| -12% | -$53.3M |
2015 Q3
42 quarters
|
|
6
Broadcom
AVGO
$1.64T
| $274M | 2.15% |
884,159
-85,236
| -9% | -$28M |
2020 Q4
21 quarters
|
|
7
Meta Platforms (Facebook)
META
$1.88T
| $228M | 1.79% |
397,692
-65,040
| -14% | -$41.7M |
2015 Q3
42 quarters
|
|
8
Tesla
TSLA
$1.43T
| $171M | 1.34% |
459,933
-140,482
| -23% | -$57.9M |
2024 Q3
6 quarters
|
|
9
Eli Lilly
LLY
$1.12T
| $157M | 1.23% |
170,467
-64,667
| -28% | -$65.6M |
2022 Q1
16 quarters
|
|
10
JPMorgan Chase
JPM
$891B
| $146M | 1.15% |
497,751
+15,751
| +3% | +$4.78M |
2020 Q4
21 quarters
|
|
11
ExxonMobil
XOM
$718B
| $138M | 1.08% |
813,402
-75,959
| -9% | -$11.1M |
2022 Q2
15 quarters
|
|
12
Johnson & Johnson
JNJ
$610B
| $130M | 1.02% |
531,632
-320,566
| -38% | -$74.7M |
2021 Q1
20 quarters
|
|
13
Netflix
NFLX
$302B
| $129M | 1.01% |
1,342,560
+430,708
| +47% | +$38M |
2022 Q4
13 quarters
|
|
|
14
AstraZeneca
AZN
$259B
| $127M | 1% |
+657,228
| New | +$127M |
2026 Q1
0 quarters
|
|
15
Berkshire Hathaway Class B
BRK.B
$1.13T
| $118M | 0.92% |
245,420
+23,887
| +11% | +$11.7M |
2022 Q1
16 quarters
|
|
16
Merck
MRK
$358B
| $116M | 0.91% |
967,598
+438,295
| +83% | +$50.6M |
2025 Q4
1 quarter
|
|
|
17
Costco
COST
$433B
| $114M | 0.9% |
+114,906
| New | +$112M |
2026 Q1
0 quarters
|
|
18
Visa
V
$750B
| $110M | 0.86% |
363,922
-272,562
| -43% | -$87.6M |
2015 Q3
42 quarters
|
|
19
TotalEnergies
TTE
$195B
| $107M | 0.84% |
1,151,571
+578,128
| +101% | +$44.2M |
2025 Q4
1 quarter
|
|
20
NextEra Energy
NEE
$165B
| $104M | 0.82% |
1,123,113
-235,021
| -17% | -$20.9M |
2025 Q3
2 quarters
|
|
21
Walmart Inc
WMT
$935B
| $103M | 0.81% |
830,886
-822,115
| -50% | -$101M |
2023 Q1
12 quarters
|
|
22
Coca-Cola
KO
$396B
| $101M | 0.79% |
1,324,627
+273,019
| +26% | +$20.6M |
2025 Q4
1 quarter
|
|
23
Linde
LIN
$227B
| $98.5M | 0.77% |
198,785
+106,406
| +115% | +$50.2M |
2018 Q4
29 quarters
|
|
24
Citigroup
C
$207B
| $96.9M | 0.76% |
854,350
-283,078
| -25% | -$32.2M |
2024 Q4
5 quarters
|
|
25
Lam Research
LRCX
$347B
| $90.3M | 0.71% |
422,410
-344,011
| -45% | -$76.9M |
2024 Q4
5 quarters
|
|
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Zurich Insurance Group's Q1 2026 Portfolio in Review
As of Q1 2026, Zurich Insurance Group held 362 positions worth $12.7B, down 12% from $14.4B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Zurich Insurance Group withdrew a net $1.29B in Q1 2026, closing 35 positions and reducing 117 holdings. Its most notable exit was Salesforce, an estimated $147M position sold in full.
By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Healthcare.
Against the trend, Zurich Insurance Group opened a new position in AstraZeneca worth $127M.
- Zurich Insurance Group's largest Q1 2026 buy was AstraZeneca: 657,228 shares worth $127M.
- Zurich Insurance Group added most to Procter & Gamble in Q1 2026, an estimated $68.6M increase.
- Zurich Insurance Group's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $138M.
- Zurich Insurance Group fully exited Salesforce in Q1 2026, selling an estimated $147M.
- Zurich Insurance Group's ten largest holdings make up 32% of its $12.7B portfolio in Q1 2026.
- Zurich Insurance Group opened 71 new positions and closed 35 in Q1 2026.
- Zurich Insurance Group's portfolio value fell 12% quarter-over-quarter to $12.7B.
Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.