Grufity logo
Grufity logo

Latest Zurich Insurance Group Ltd/FI Stock Portfolio

$12.73Billion | No. of Holdings #327

Zurich Insurance Group Ltd/FI Performance

2026 Q1-2.96%
YTD-2.96%
2025+20.28%

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zurich Insurance Group Ltd/FI reported an equity portfolio of $12.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Zurich Insurance Group Ltd/FI are NVDA, AAPL, GOOG. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off SALESFORCE INC (CRM), BOEING CO (BA) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in CHIPOTLE MEXICAN GRILL INC (CMG), MAGNUM ICE CREAM CO NV and QUALCOMM INC (QCOM). Zurich Insurance Group Ltd/FI opened new stock positions in ASTRAZENECA PLC, COSTCO WHOLESALE CORPORATION (COST) and EQUINIX INC (EQIX). The fund showed a lot of confidence in some stocks as they added substantially to NEWMONT CORP (NEM), FLUTTER ENTMT PLC and C H ROBINSON WORLDWIDE IN (CHRW).
Zurich Insurance Group Ltd/FI Equity Portfolio Value
Last Reported on: 15 May, 2026
$12.73Billion
  as of May 15, 2026

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 -2.96% in the last quarter. In trailing 12 months, it's portfolio return was 20.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc127,476,000
costco wholesale corporation114,496,000
equinix inc75,475,500
analog devices inc72,576,300
bank montreal medium71,989,000
t-mobile us inc70,790,400
church & dwight co inc69,077,300
travelers companies inc55,666,800
New stocks bought by Zurich Insurance Group Ltd/FI

Additions

Ticker% Inc.
newmont corp8,035
flutter entmt plc4,457
c h robinson worldwide in2,000
honeywell intl inc1,654
procter & gamble co1,536
dell technologies inc1,162
at&t inc1,066
medtronic plc953
Additions to existing portfolio by Zurich Insurance Group Ltd/FI

Reductions

Ticker% Reduced
chipotle mexican grill inc-98.46
magnum ice cream co nv-96.44
qualcomm inc-93.17
cencora inc-90.46
deutsche bk ag-87.93
take-two interactive softwar-79.68
barrick mng corp-78.73
freeport mcmoran inc-75.54
Zurich Insurance Group Ltd/FI reduced stake in above stock

Sold off

Ticker$ Sold
dupont de nemours inc-65,020,000
manulife finl corp-29,334,000
lauder estee cos inc-75,713,100
ge healthcare technologies i-56,818,000
dollar tree inc-75,960,500
expand energy corporation-67,242,200
knight-swift transn hldgs in-30,493,100
salesforce inc-147,056,000
Zurich Insurance Group Ltd/FI got rid off the above stocks

Sector Distribution

Zurich Insurance Group Ltd/FI has about 29% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
  • Real Estate
Sector%
Technology29
Others12.1
Financial Services9.5
Communication Services9.3
Healthcare8.8
Consumer Cyclical8.3
Industrials7.7
Consumer Defensive5.3
Energy4.3
Utilities2.4
Basic Materials1.7
Real Estate1.6

Market Cap. Distribution

Zurich Insurance Group Ltd/FI has about 87.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP54.7
LARGE-CAP33
UNALLOCATED12.2

Stocks belong to which Index?

About 82.9% of the stocks held by Zurich Insurance Group Ltd/FI either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50082.9
Others16.7
Top 5 Winners (%)%
CIEN
ciena corp
47.8 %
VLO
valero energy corp
47.5 %
XOM
exxon mobil corp
39.2 %
CVX
chevron corporation
35.7 %
IJR
ishares tr
33.7 %
Top 5 Winners ($)$
XOM
exxon mobil corp
42.0 M
CIEN
ciena corp
41.2 M
JNJ
johnson & johnson
25.9 M
LRCX
lam research corp
25.3 M
totalenergies se
24.1 M
Top 5 Losers (%)%
HOOD
robinhood mkts inc
-37.2 %
flutter entmt plc
-36.7 %
SF
stifel finl corp
-36.6 %
SE
sea ltd
-35.0 %
APP
applovin corp
-34.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-167.8 M
NVDA
nvidia corporation
-62.8 M
AAPL
apple inc
-57.5 M
GOOG
alphabet inc
-57.5 M
AMZN
amazon com inc
-42.8 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 327 stocks in it's portfolio. About 32.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Zurich Insurance Group Ltd/FI last quarter.

$12.73BTotal Value
362Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Zurich Insurance Group Ltd/FI, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.37%894,272
$47.00M
0.37%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.25%338,060
$32.10M
0.25%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.09%123,930
$11.93M
0.09%
decreased 16.48 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.04%41,674
$5.77M
0.04%
decreased 19.82 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Zurich Insurance Group Ltd/FI's holding in Agnico Eagle Mines Ltd over time
0.19%117,633
$23.80M
0.19%
decreased 45.26 percentreduced
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Zurich Insurance Group Ltd/FI's holding in Aercap Holdings Nv over time
0.24%219,061
$30.05M
0.24%
decreased 10.21 percentreduced
ALC
Alcon Ag

Alcon Ag

ALC
Zurich Insurance Group Ltd/FI's holding in Alcon Ag over time
0.23%403,692
$29.82M
0.23%
increased 300.11 percentadded