Latest Zurich Insurance Group Ltd/FI Stock Portfolio

Zurich Insurance Group Ltd/FI Performance:

2025 Q4: 3.65%YTD: 20.28%2024: 47.16%

Performance for 2025 Q4 is 3.65%, and YTD is 20.28%, and 2024 is 47.16%.

About Zurich Insurance Group Ltd/FI and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zurich Insurance Group Ltd/FI reported an equity portfolio of $14.4 Billions as of 31 Dec, 2025.

The top stock holdings of Zurich Insurance Group Ltd/FI are NVDA, AAPL, GOOG. The fund has invested 7.2% of it's portfolio in NVIDIA CORPORATION and 6.3% of portfolio in APPLE INC.

The fund managers got completely rid off BANK OF NOVA SCOTIA/THE (BNS), HOWMET AEROSPACE INC (HWM) and SEAGATE TECHNOLOGY HOLDINGS PLC (STX) stocks. They significantly reduced their stock positions in AMRIZE LTD, AT&T INC (T) and STRYKER CORPORATION (SYK). Zurich Insurance Group Ltd/FI opened new stock positions in MORGAN STANLEY (MS), US BANCORP DEL (USB) and ROYAL BK CDA (RY). The fund showed a lot of confidence in some stocks as they added substantially to BARRICK MNG CORP, MCDONALDS CORP (MCD) and EXPEDITORS INTL WASH INC (EXPD).

Zurich Insurance Group Ltd/FI Annual Return Estimates Vs S&P 500

Our best estimate is that Zurich Insurance Group Ltd/FI made a return of 3.65% in the last quarter. In trailing 12 months, it's portfolio return was 20.28%.

Performance
S&P 500

New Buys

Ticker	$ Bought
morgan stanley	139,634,000
us bancorp del	127,591,000
royal bk cda	121,792,000
accenture plc ireland	88,879,500
intuitive surgical inc	77,009,700
dollar tree inc	75,960,500
coca cola co	73,517,900
ishares tr	67,565,400

New stocks bought by Zurich Insurance Group Ltd/FI

Additions

Ticker	% Inc.
barrick mng corp	2,813
mcdonalds corp	2,344
expeditors intl wash inc	2,162
3m co	1,966
union pac corp	1,659
cardinal health inc	1,470
qualcomm inc	1,364
norfolk southn corp	1,078

Additions to existing portfolio by Zurich Insurance Group Ltd/FI

Reductions

Ticker	% Reduced
amrize ltd	-95.76
at&t inc	-94.83
stryker corporation	-94.45
nike inc	-89.51
blackrock inc	-89.42
flutter entmt plc	-86.07
amgen inc	-84.79
oracle corp	-79.41

Zurich Insurance Group Ltd/FI reduced stake in above stock

Sold off

Ticker	$ Sold
bank of nova scotia/the	-138,394,000
fastenal co	-70,726,100
pfizer inc	-36,146,300
uber technologies inc	-123,252,000
core & main inc	-67,283,600
metlife inc	-83,778,900
wynn resorts ltd	-110,213,000
howmet aerospace inc	-132,959,000

Zurich Insurance Group Ltd/FI got rid off the above stocks

Sector Distribution

Zurich Insurance Group Ltd/FI has about 30.5% of it's holdings in Technology sector.

Sector	%
Technology	30.5
Others	12.3
Financial Services	12.1
Consumer Cyclical	9.4
Healthcare	8.8
Communication Services	8.7
Industrials	6.8
Consumer Defensive	4.3
Energy	2.5
Utilities	1.8
Basic Materials	1.7
Real Estate	1.2

Market Cap. Distribution

Zurich Insurance Group Ltd/FI has about 86.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	57.4
LARGE-CAP	29.5
UNALLOCATED	12

Stocks belong to which Index?

About 82% of the stocks held by Zurich Insurance Group Ltd/FI either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	82
Others	17.5

Top 5 Winners (%)		%
MU	micron technology inc	55.9 %
LLY	eli lilly & co	33.8 %
GM	general mtrs co	33.4 %
AMD	advanced micro devices inc	31.9 %
DG	dollar gen corp new	28.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	181.8 M
MU	micron technology inc	70.8 M
LLY	eli lilly & co	63.8 M
AAPL	apple inc	59.0 M
AMZN	amazon com inc	22.9 M

Top 5 Losers (%)		%
COIN	coinbase global inc	-32.9 %
	brookfield corp	-29.0 %
SE	sea ltd	-28.5 %
HOOD	robinhood mkts inc	-20.9 %
ORCL	oracle corp	-18.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-53.6 M
META	meta platforms inc	-42.0 M
NFLX	netflix inc	-37.0 M
ORCL	oracle corp	-18.9 M
HD	home depot inc	-17.1 M

Zurich Insurance Group Ltd/FI Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Zurich Insurance Group Ltd/FI

Zurich Insurance Group Ltd/FI has 291 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Zurich Insurance Group Ltd/FI last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.01	15,700	2,136,300	unchanged	0.00

AAPL	apple inc	6.31	3,346,140	909,682,000	reduced	-4.46

AAXJ	ishares tr	0.33	894,272	47,271,200	unchanged	0.00

AAXJ	ishares tr	0.22	338,060	32,196,800	unchanged	0.00

AAXJ	ishares tr	0.10	148,390	13,864,100	added	51.74

AAXJ	ishares tr	0.05	51,974	7,401,620	unchanged	0.00

ABBV	abbvie inc	0.60	380,189	86,869,400	reduced	-52.41

ABC	cencora inc	0.23	97,520	32,937,400	reduced	-52.92

ABT	abbott labs	0.02	19,000	2,380,510	unchanged	0.00

ACI	albertsons cos inc	0.01	78,800	1,353,000	unchanged	0.00

ACN	accenture plc ireland	0.62	331,269	88,879,500	new

ADBE	adobe inc	0.17	70,106	24,536,400	new

ADM	archer daniels midland co	0.01	29,000	1,667,210	unchanged	0.00

ADP	automatic data processing in	0.01	8,400	2,160,730	unchanged	0.00

AEM	agnico eagle mines ltd	0.25	214,886	36,475,400	reduced	-47.05

AER	aercap holdings nv	0.24	243,957	35,071,300	added	25.75

ALC	alcon ag	0.06	100,895	8,051,240	added	68.04

ALLE	allegion plc	0.02	21,583	3,436,440	unchanged	0.00

ALNY	alnylam pharmaceuticals inc	0.08	30,322	12,057,500	added	1.11

ALV	autoliv inc	0.00	0.00	0.00	sold off	-100