Latest Zurich Insurance Group Ltd/FI Stock Portfolio
Zurich Insurance Group Ltd/FI Performance:
2025 Q3: 7.38%YTD: 13.53%2024: 22.71%
Performance for 2025 Q3 is 7.38%, and YTD is 13.53%, and 2024 is 22.71%.
About Zurich Insurance Group Ltd/FI and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Zurich Insurance Group Ltd/FI reported an equity portfolio of $14 Billions as of 30 Sep, 2025.
The top stock holdings of Zurich Insurance Group Ltd/FI are NVDA, AAPL, MSFT. The fund has invested 7.7% of it's portfolio in NVIDIA CORP and 6.4% of portfolio in APPLE INC.
The fund managers got completely rid off ROYAL CARIBBEAN CRUISES LTD (RCL), BOSTON SCIENTIFIC CORP (BSX) and EATON CORP PLC (ETN) stocks. They significantly reduced their stock positions in ABBOTT LABORATORIES (ABT), CARDINAL HEALTH INC (CAH) and APPLIED MATERIALS INC (AMAT). Zurich Insurance Group Ltd/FI opened new stock positions in APPLOVIN CORP (APP), IDEXX LABORATORIES INC (IDXX) and BANK OF NOVA SCOTIA/THE. The fund showed a lot of confidence in some stocks as they added substantially to HCA HEALTHCARE INC (HCA), TE CONNECTIVITY PLC and CENCORA INC (ABC).
The top stock holdings of Zurich Insurance Group Ltd/FI are NVDA, AAPL, MSFT. The fund has invested 7.7% of it's portfolio in NVIDIA CORP and 6.4% of portfolio in APPLE INC.
The fund managers got completely rid off ROYAL CARIBBEAN CRUISES LTD (RCL), BOSTON SCIENTIFIC CORP (BSX) and EATON CORP PLC (ETN) stocks. They significantly reduced their stock positions in ABBOTT LABORATORIES (ABT), CARDINAL HEALTH INC (CAH) and APPLIED MATERIALS INC (AMAT). Zurich Insurance Group Ltd/FI opened new stock positions in APPLOVIN CORP (APP), IDEXX LABORATORIES INC (IDXX) and BANK OF NOVA SCOTIA/THE. The fund showed a lot of confidence in some stocks as they added substantially to HCA HEALTHCARE INC (HCA), TE CONNECTIVITY PLC and CENCORA INC (ABC).
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 7.38% in the last quarter. In trailing 12 months, it's portfolio return was 16.48%.
New Buys
| Ticker | $ Bought |
|---|---|
| applovin corp | 199,736,000 |
| idexx laboratories inc | 143,730,000 |
| bank of nova scotia/the | 138,394,000 |
| micron technology inc | 126,783,000 |
| take-two interactive software inc | 112,847,000 |
| wynn resorts ltd | 110,213,000 |
| nike inc | 98,081,200 |
| metlife inc | 83,778,900 |
New stocks bought by Zurich Insurance Group Ltd/FI
Additions
| Ticker | % Inc. |
|---|---|
| hca healthcare inc | 3,755 |
| te connectivity plc | 2,337 |
| cencora inc | 2,127 |
| home depot inc/the | 2,070 |
| united rentals inc | 1,159 |
| blackrock inc | 845 |
| regeneron pharmaceuticals inc | 561 |
| amgen inc | 557 |
Additions to existing portfolio by Zurich Insurance Group Ltd/FI
Reductions
| Ticker | % Reduced |
|---|---|
| abbott laboratories | -97.8 |
| cardinal health inc | -96.85 |
| applied materials inc | -95.26 |
| gilead sciences inc | -89.29 |
| ishares europe etf | -78.37 |
| stellantis nv | -75.62 |
| charles schwab corp/the | -74.66 |
| lam research corp | -74.58 |
Zurich Insurance Group Ltd/FI reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| microchip technology inc | -108,118,000 |
| corteva inc | -111,278,000 |
| synchrony financial | -89,618,100 |
| huntington bancshares inc/oh | -21,799,900 |
| boston scientific corp | -129,756,000 |
| o-i glass inc | -16,403,400 |
| centerpoint energy inc | -38,677,300 |
| highwoods properties inc | -21,611,200 |
Zurich Insurance Group Ltd/FI got rid off the above stocks
Sector Distribution
Zurich Insurance Group Ltd/FI has about 32.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 32.5 |
| Others | 12.1 |
| Communication Services | 11.7 |
| Financial Services | 10.6 |
| Consumer Cyclical | 9.2 |
| Healthcare | 7.8 |
| Industrials | 7.2 |
| Energy | 2.3 |
| Basic Materials | 2.3 |
| Consumer Defensive | 2 |
| Utilities | 1.4 |
| Real Estate | 1.1 |
Market Cap. Distribution
Zurich Insurance Group Ltd/FI has about 84.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 50.8 |
| LARGE-CAP | 33.3 |
| UNALLOCATED | 13.1 |
| MID-CAP | 2.9 |
Stocks belong to which Index?
About 80% of the stocks held by Zurich Insurance Group Ltd/FI either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 80 |
| Others | 19.6 |
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 270 stocks in it's portfolio. About 38.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Zurich Insurance Group Ltd/FI last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.01 | 15,700 | 2,015,100 | new | |||
| AAPL | apple inc | 6.37 | 3,502,420 | 891,820,000 | added | 21.74 | ||
| AAXJ | ishares 1-5 year investment grade corporate bond etf | 0.34 | 894,272 | 47,414,300 | unchanged | 0.00 | ||
| AAXJ | ishares mbs etf | 0.23 | 338,060 | 32,163,000 | unchanged | 0.00 | ||
| AAXJ | ishares msci all country asi | 0.06 | 97,790 | 9,090,560 | added | 155 | ||
| AAXJ | ishares msci acwi etf | 0.05 | 51,974 | 7,235,300 | added | 54.48 | ||
| ABBV | abbvie inc | 1.32 | 798,866 | 184,969,000 | added | 23.02 | ||
| ABC | cencora inc | 0.46 | 207,125 | 64,732,800 | added | 2,127 | ||
| ABT | abbott laboratories | 0.02 | 19,000 | 2,544,860 | reduced | -97.8 | ||
| ACI | albertsons cos inc | 0.01 | 78,800 | 1,379,790 | unchanged | 0.00 | ||
| ACN | accenture plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADM | archer-daniels-midland co | 0.01 | 29,000 | 1,732,460 | unchanged | 0.00 | ||
| ADP | automatic data processing inc | 0.02 | 8,400 | 2,465,400 | new | |||
| AGCO | agco corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALLE | allegion plc | 0.03 | 21,583 | 3,827,740 | added | 111 | ||
| ALNY | alnylam pharmaceuticals inc | 0.10 | 29,988 | 13,674,500 | reduced | -55.77 | ||
| ALSN | allison transmission holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALV | autoliv inc | 0.01 | 14,700 | 1,815,450 | unchanged | 0.00 | ||
| AM | antero midstream corp | 0.01 | 65,200 | 1,267,490 | new | |||
| AMAT | applied materials inc | 0.03 | 20,386 | 4,173,830 | reduced | -95.26 | ||