Grufity logo
Grufity logo

Latest Zurich Insurance Group Ltd/FI Stock Portfolio

$14.41Billion | No. of Holdings #323

Zurich Insurance Group Ltd/FI Performance

2026 Q2+13.68%
YTD+10.32%
2025+20.28%

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

On 2026-08-14, 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 30 Jun, 2026. <br><br> The top stock holdings of Zurich Insurance Group Ltd/FI are NVDA, AAPL, GOOG. The fund has invested 6.7% of it's portfolio in NVIDIA CORPORATION and 5.8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off NEXTERA ENERGY INC (NEE), COCA COLA CO (KO) and WASTE MGMT INC DEL (WM) stocks. They significantly reduced their stock positions in CHURCH & DWIGHT CO INC (CHD), DIAMONDBACK ENERGY INC (FANG) and LOWES COS INC (LOW). Zurich Insurance Group Ltd/FI opened new stock positions in GENERAC HLDGS INC (GNRC), HOWMET AEROSPACE INC (HWM) and APPLIED INDL TECHNOLOGIES IN (AIT). The fund showed a lot of confidence in some stocks as they added substantially to BORGWARNER INC (BWA), CUMMINS INC (CMI) and ABBOTT LABORATORIES (ABT).
Zurich Insurance Group Ltd/FI Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$14.41Billion
  as of Aug 14, 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 13.68% in the last quarter. In trailing 12 months, it's portfolio return was 23.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
generac hldgs inc119,601,000
howmet aerospace inc84,936,900
applied indl technologies in78,994,900
toll brothers inc75,823,700
ww grainger inc66,554,800
d r horton inc63,984,800
astera labs inc57,579,800
entergy corp new51,719,800
New stocks bought by Zurich Insurance Group Ltd/FI

Additions

Ticker% Inc.
borgwarner inc2,800
cummins inc2,029
abbott laboratories1,482
deutsche bk ag1,315
williams sonoma inc879
texas instrs inc744
agilent technologies inc675
ross stores inc609
Additions to existing portfolio by Zurich Insurance Group Ltd/FI

Reductions

Ticker% Reduced
church & dwight co inc-96.99
diamondback energy inc-95.57
lowes cos inc-95.35
procter & gamble co-93.89
carlisle cos inc-93.47
expeditors intl wash inc-93.44
3m co-91.65
at&t inc-91.42
Zurich Insurance Group Ltd/FI reduced stake in above stock

Sold off

Ticker$ Sold
coca cola co-100,738,000
nextera energy inc-104,315,000
halliburton co-39,662,700
pfizer inc-28,299,100
kinross gold corp-26,565,100
huntington bancshares inc-13,113,100
ventas inc-62,835,700
bentley sys inc-22,673,300
Zurich Insurance Group Ltd/FI got rid off the above stocks

Sector Distribution

Zurich Insurance Group Ltd/FI has about 33.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
  • Real Estate
Sector%
Technology33.2
Others11
Financial Services11
Consumer Cyclical9.3
Industrials8.6
Communication Services8.5
Healthcare8.2
Consumer Defensive2.8
Energy2.7
Basic Materials1.7
Utilities1.6
Real Estate1.3

Market Cap. Distribution

Zurich Insurance Group Ltd/FI has about 87.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP58.6
LARGE-CAP28.8
UNALLOCATED11.3
MID-CAP1.2

Stocks belong to which Index?

About 81.4% of the stocks held by Zurich Insurance Group Ltd/FI either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50079.8
Others18.6
RUSSELL 20001.6
Top 5 Winners (%)%
MU
micron technology inc
173.7 %
YNDX
nebius group n.v.
152.9 %
DELL
dell technologies inc
147.9 %
AMD
advanced micro devices inc
123.0 %
PANW
palo alto networks inc
111.4 %
Top 5 Winners ($)$
GOOG
alphabet inc
151.9 M
MU
micron technology inc
151.0 M
AMD
advanced micro devices inc
139.2 M
NVDA
nvidia corporation
123.8 M
AAPL
apple inc
105.5 M
Top 5 Losers (%)%
LDOS
leidos holdings inc
-33.8 %
FUTU
futu hldgs ltd
-29.8 %
CME
cme group inc
-24.9 %
OXY
occidental pete corp
-21.9 %
ACI
albertsons companies inc
-20.6 %
Top 5 Losers ($)$
NFLX
netflix inc.
-24.0 M
XOM
exxon mobil corp
-18.0 M
totalenergies se
-18.0 M
WMT
walmart inc
-12.5 M
CVX
chevron corporation
-10.1 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 323 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. NFLX 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.

$14.41BTotal Value
402Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Zurich Insurance Group Ltd/FI, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.32%894,272
$46.86M
0.32%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.22%338,060
$31.95M
0.22%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.11%130,740
$15.60M
0.11%
increased 5.5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zurich Insurance Group Ltd/FI's holding in Ishares Tr over time
0.04%41,074
$6.45M
0.04%
decreased 1.44 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%0.00
$0.00
0%
decreased 100 percentsold off
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Zurich Insurance Group Ltd/FI's holding in Aercap Holdings Nv over time
0.31%303,960
$44.31M
0.31%
increased 38.76 percentadded
ALC
Alcon Ag

Alcon Ag

ALC
Zurich Insurance Group Ltd/FI's holding in Alcon Ag over time
0.25%539,556
$36.46M
0.25%
increased 33.66 percentadded