ZI
Zurich Insurance Group Ltd/FI
Zurich Insurance Group Ltd/FI · Investor
1Y performance ⓘ
+24%
AUM (13F)
$12.7B
# of Holdings
326
3Y performance ⓘ
+95%
vs S&P 500 ⓘ
+23%
Updated
Mar 31
Zurich Insurance Group Ltd/FI's Zurich Insurance Group Ltd/FI holds 326 U.S.-equity positions worth $12.7B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 6.6%, Apple Inc. 6.0%, Alphabet Inc. Class A Common Stock 4.9%. 13F-replication return is +95% over 3 years (+23 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 6.6% | 4.8M | $840M | ▼ 14% (−754K) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| AAPL Apple Inc. | 6.0% | 3.0M | $766M | ▼ 9.8% (−327K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 4.9% | 2.2M | $619M | ▼ 9.1% (−216K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 4.2% | 1.4M | $536M | ▼ 4.0% (−61K) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 2.9% | 1.8M | $371M | ▼ 12% (−242K) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 2.1% | 884K | $274M | ▼ 8.8% (−85K) | $641.54 | $392.13 (−39%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.8% | 398K | $228M | ▼ 14% (−65K) | $211.94 | $563.85 (+166%) | 2026-03-31 |
| TSLA Tesla, Inc. | 1.3% | 460K | $171M | ▼ 23% (−140K) | $207.46 | $405.05 (+95%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 1.2% | 170K | $157M | ▼ 28% (−65K) | $343.42 | $1,102.08 (+221%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 1.1% | 498K | $146M | ▲ 3.3% (+16K) | $130.31 | $331.48 (+154%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 1.1% | 813K | $138M | ▼ 8.5% (−76K) | $109.66 | $138.47 (+26%) | 2026-03-31 |
| JNJ Johnson & Johnson | 1.0% | 532K | $130M | ▼ 38% (−321K) | $155.00 | $231.29 (+49%) | 2026-03-31 |
| NFLX NetFlix Inc | 1.0% | 1.3M | $129M | ▲ 47% (+431K) | $345.48 | $72.88 (−79%) | 2026-03-31 |
| AZN AstraZeneca PLC | 1.0% | 657K | $127M | NEW (+657K) | $193.96 | $176.43 (−9%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 0.9% | 245K | $118M | ▲ 11% (+24K) | $308.77 | $488.69 (+58%) | 2026-03-31 |
| MRK Merck & Co., Inc. | 0.9% | 968K | $116M | ▲ 83% (+438K) | $106.39 | $115.48 (+9%) | 2026-03-31 |
| COST Costco Wholesale Corp | 0.9% | 115K | $114M | NEW (+115K) | $538.38 | $951.35 (+77%) | 2026-03-31 |
| V VISA Inc. | 0.9% | 364K | $110M | ▼ 43% (−273K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| TTE TotalEnergies SE | 0.8% | 1.2M | $107M | ▲ 101% (+578K) | $65.26 | $80.67 (+24%) | 2026-03-31 |
| NEE NextEra Energy, Inc. | 0.8% | 1.1M | $104M | ▼ 17% (−235K) | $77.08 | $86.08 (+12%) | 2026-03-31 |
| WMT Walmart Inc. Common Stock | 0.8% | 831K | $103M | ▼ 50% (−822K) | $147.45 | $117.18 (−21%) | 2026-03-31 |
| KO Coca-Cola Company | 0.8% | 1.3M | $101M | ▲ 26% (+273K) | $62.03 | $79.53 (+28%) | 2026-03-31 |
| LIN Linde plc Ordinary Share | 0.8% | 199K | $99M | ▲ 115% (+106K) | $355.44 | $516.71 (+45%) | 2026-03-31 |
| C Citigroup Inc. | 0.8% | 854K | $97M | ▼ 25% (−283K) | $63.24 | $145.67 (+130%) | 2026-03-31 |
| LRCX Lam Research Corp | 0.7% | 422K | $90M | ▼ 45% (−344K) | $72.23 | $409.54 (+467%) | 2026-03-31 |
| RTX RTX Corporation | 0.7% | 462K | $89M | ▼ 38% (−286K) | $97.93 | $181.83 (+86%) | 2026-03-31 |
| CAT Caterpillar Inc. | 0.7% | 120K | $85M | ▼ 33% (−58K) | $366.43 | $1,022.28 (+179%) | 2026-03-31 |
| CVX Chevron Corporation | 0.7% | 404K | $84M | — | $163.16 | $175.06 (+7%) | 2026-03-31 |
| PM Philip Morris International Inc. | 0.7% | 503K | $83M | ▼ 31% (−225K) | $121.40 | $173.17 (+43%) | 2026-03-31 |
| WM Waste Management, Inc. | 0.7% | 362K | $83M | ▲ 221% (+249K) | $219.71 | $213.31 (−3%) | 2026-03-31 |
| CSCO Cisco Systems, Inc. Common Stock (DE) | 0.7% | 1.1M | $83M | ▼ 36% (−590K) | $52.27 | $121.53 (+132%) | 2026-03-31 |
| MA Mastercard Incorporated | 0.6% | 157K | $79M | ▼ 12% (−21K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| REGN Regeneron Pharmaceuticals Inc | 0.6% | 99K | $77M | ▲ 143% (+58K) | $822.96 | $612.50 (−26%) | 2026-03-31 |
| CAH Cardinal Health, Inc. | 0.6% | 359K | $76M | ▲ 21% (+63K) | $75.50 | $222.74 (+195%) | 2026-03-31 |
| EQIX Equinix, Inc. Common Stock REIT | 0.6% | 77K | $75M | NEW (+77K) | $825.33 | $1,115.94 (+35%) | 2026-03-31 |
| USB U.S. Bancorp | 0.6% | 1.4M | $75M | ▼ 39% (−942K) | $43.28 | $58.68 (+36%) | 2026-03-31 |
| ADI Analog Devices, Inc. | 0.6% | 228K | $73M | NEW (+228K) | $197.22 | $445.48 (+126%) | 2026-03-31 |
| BMO Bank of Montreal | 0.6% | 533K | $72M | NEW (+533K) | $134.99 | $173.18 (+28%) | 2026-03-31 |
| APH Amphenol Corporation | 0.6% | 563K | $71M | ▲ 96% (+276K) | $81.72 | $165.96 (+103%) | 2026-03-31 |
| TMUS T-Mobile US, Inc. | 0.6% | 337K | $71M | NEW (+337K) | $144.84 | $180.06 (+24%) | 2026-03-31 |
| PG Procter & Gamble Company | 0.6% | 482K | $70M | ▲ 1536% (+453K) | $148.69 | $147.68 (−1%) | 2026-03-31 |
| IBM International Business Machines Corporation | 0.6% | 287K | $70M | ▼ 35% (−156K) | $190.96 | $252.22 (+32%) | 2026-03-31 |
| CHD Church & Dwight Co., Inc. | 0.5% | 740K | $69M | NEW (+740K) | $88.41 | $93.74 (+6%) | 2026-03-31 |
| GEV GE Vernova Inc. | 0.5% | 79K | $69M | ▼ 26% (−28K) | $171.51 | $1,127.59 (+557%) | 2026-03-31 |
| HD Home Depot, Inc. | 0.5% | 203K | $67M | ▼ 8.4% (−19K) | $295.12 | $326.62 (+11%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 0.5% | 133K | $65M | ▲ 49% (+44K) | $576.37 | $464.01 (−19%) | 2026-03-31 |
| ULTA Ulta Beauty, Inc. Common Stock | 0.5% | 123K | $64M | ▲ 21% (+21K) | $545.67 | $465.06 (−15%) | 2026-03-31 |
| CIEN Ciena Corporation | 0.5% | 165K | $64M | ▼ 55% (−204K) | $145.67 | $460.33 (+216%) | 2026-03-31 |
| VTR Ventas, Inc. | 0.5% | 768K | $63M | ▼ 5.2% (−42K) | $43.54 | $83.04 (+91%) | 2026-03-31 |
| XEL Xcel Energy, Inc. | 0.5% | 779K | $62M | ▲ 256% (+560K) | $53.75 | $78.81 (+47%) | 2026-03-31 |
Showing top 50 of 326 holdings by value.
FAQ ▾
What are Zurich Insurance Group Ltd/FI's largest holdings?
As of the latest 13F: NVIDIA CORP 6.6%, Apple Inc. 6.0%, Alphabet Inc. Class A Common Stock 4.9%, MICROSOFT CORP 4.2%, Amazon.Com Inc 2.9%.
How big is Zurich Insurance Group Ltd/FI's 13F portfolio?
$12.7B across 326 disclosed U.S.-equity positions.
What is Zurich Insurance Group Ltd/FI's 3-year performance?
+95% (13F-replication, price return), +23 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.