Zurich Insurance Group Ltd/FI

Insurance

CIK

1127799

Location

Zurich, V8

Portfolio Value

Large $12,364,283,319

Diversification

Diversified

Filing Date

Global Rank

#372 / 8,623 ▼ 24 · as of Mar 2026

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

+0.1%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.1%

SPY

+65.3%

Annualised alpha

+1.8%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

305 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−0.6 pts

Top 5

25.3%

−2.4 pts

Top 10

33.2%

−4.4 pts

HHI

182

Diversified−36

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.1%	$3,724,958,171	48
Financial Services	13.2%	$1,633,200,346	49
Healthcare	10.7%	$1,324,654,389	38
Communication Services	9.9%	$1,221,191,830	14
Consumer Cyclical	9.3%	$1,145,515,687	34
Industrials	9.0%	$1,109,337,723	49
Consumer Defensive	5.5%	$675,327,431	21
Energy	5.4%	$671,786,385	23
Basic Materials	2.7%	$337,590,042	16
Utilities	2.5%	$308,128,493	7
Real Estate	1.6%	$203,793,722	5
Unclassified	0.1%	$8,799,100	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+1,345,498	1,471,698	$42,664,525
VZ	Verizon Communications Inc	+748,739	892,639	$44,810,477
TTE	TotalEnergies SE	+578,128	1,151,571	$104,769,929
XEL	Xcel Energy Inc	+560,409	779,301	$61,907,671
NDAQ	Nasdaq, Inc.	+541,603	657,732	$55,834,869
PG	PROCTER & GAMBLE Co	+452,681	482,151	$69,641,890
MRK	Merck & Co., Inc.	+438,295	967,598	$116,392,363
NFLX	Netflix Inc	+430,708	1,342,560	$129,087,144
ALC	Alcon Inc	+302,797	403,692	$30,418,192
APH	Amphenol Corp /De/	+275,805	563,112	$71,149,201
KO	Coca Cola Co	+273,019	1,324,627	$100,737,883
CHRW	C. H. Robinson Worldwide, Inc.	+264,085	277,285	$46,048,719
MDT	Medtronic plc	+260,219	287,519	$24,913,521
NEM	NEWMONT Corp /DE/	+258,430	261,646	$28,323,179
WM	Waste Management Inc	+249,119	361,782	$83,133,885
FLUT	Flutter Entertainment plc	+249,106	254,695	$25,966,155
ORCL	Oracle Corp	+216,704	291,637	$42,902,719
DELL	Dell Technologies Inc.	+196,477	213,377	$35,021,567
GM	General Motors Co	+177,268	246,275	$18,347,487
OKE	Oneok Inc /New/	+176,758	199,558	$18,038,047
ADM	Archer-Daniels-Midland Co	+157,445	186,445	$13,552,687
HON	Honeywell International Inc	+152,221	161,421	$36,485,994
APO	Apollo Global Management, Inc.	+145,615	230,666	$25,700,805
CL	Colgate Palmolive Co	+136,215	161,749	$13,785,867
PEP	Pepsico Inc	+126,359	290,639	$45,133,330
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	−1,823,459	492,706	$20,097,477
FCX	Freeport-Mcmoran Inc	−1,722,687	557,773	$32,785,896
STLA	Stellantis N.V.	−1,376,761	708,055	$5,020,109
USB	US Bancorp De	−942,150	1,448,978	$75,361,345
CRH	Crh Public Ltd Co	−885,151	328,353	$34,516,467
WMT	Walmart Inc.	−822,115	830,886	$103,262,512
CMG	Chipotle Mexican Grill Inc	−812,951	12,694	$406,334
NVDA	Nvidia Corp	−753,542	4,815,607	$839,841,860
CCL	Carnival Corp Ltd.	−623,990	248,887	$6,441,195
CSCO	Cisco Systems, Inc.	−590,407	1,069,596	$82,989,953
DB	Deutsche Bank Aktiengesellschaft	−519,600	71,302	$2,123,373
MS	Morgan Stanley	−486,667	299,872	$49,349,935
RY	Royal Bank Of Canada	−417,993	295,746	$47,845,787
CFG	Citizens Financial Group Inc/Ri	−397,372	300,705	$18,033,278
COF	Capital One Financial Corp	−351,935	122,400	$22,329,432
LRCX	Lam Research Corp	−344,011	422,410	$90,252,120
AAPL	Apple Inc.	−326,662	3,019,479	$766,313,575
WFC	Wells Fargo & Company/Mn	−321,332	317,646	$25,287,798
JNJ	Johnson & Johnson	−320,566	531,632	$129,952,126
NRG	Nrg Energy, Inc.	−295,416	125,806	$18,385,288
RTX	RTX Corp	−286,027	461,564	$89,035,695
C	Citigroup Inc	−283,078	854,350	$96,891,833
MU	Micron Technology Inc	−277,763	163,788	$55,334,137
V	Visa Inc.	−272,562	363,922	$109,991,785
UBS	UBS Group AG	−270,323	579,963	$22,659,154
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	657,228	$129,618,506
COST	Costco Wholesale Corp /New	114,906	$114,495,785
EQIX	Equinix Inc	76,997	$75,475,539
ADI	Analog Devices Inc	228,127	$72,576,323
BMO	Bank Of Montreal /Can/	533,308	$72,177,904
TMUS	T-Mobile US, Inc.	337,049	$70,790,401
CHD	Church & Dwight Co Inc /De/	740,220	$69,077,330
TRV	Travelers Companies, Inc.	190,849	$55,666,836
CRWD	CrowdStrike Holdings, Inc.	138,778	$54,180,318
KEYS	Keysight Technologies, Inc.	190,343	$53,747,152
CDNS	Cadence Design Systems Inc	190,259	$52,867,268
FANG	Diamondback Energy, Inc.	257,444	$50,919,848
SO	Southern Co	474,841	$45,831,653
DE	Deere & Co	80,537	$45,366,492
GLW	Corning Inc /Ny	323,933	$44,045,170
HAL	Halliburton Co	1,017,253	$39,662,694
FIX	Comfort Systems USA Inc	26,940	$37,149,990
SBUX	Starbucks Corp	414,219	$37,109,880
CSX	Csx Corp	860,775	$35,334,813
ETN	Eaton Corp plc	89,928	$32,164,547
CVS	CVS HEALTH Corp	427,005	$30,667,499
NOW	ServiceNow, Inc.	285,590	$29,858,434
INTC	Intel Corp	667,045	$29,436,695
PFE	Pfizer Inc	1,007,804	$28,299,136
CSL	Carlisle Companies Inc	78,058	$26,041,709
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	555,116	$147,055,779
BA	Boeing Co	524,402	$113,858,162
ACN	Accenture plc	331,269	$88,879,472
DLTR	Dollar Tree, Inc.	617,515	$75,960,520
EL	Estee Lauder Companies Inc	723,005	$75,713,083
EXE	EXPAND ENERGY Corp	609,299	$67,242,237
NBIX	Neurocrine Biosciences Inc	459,437	$65,161,949
DD	DuPont de Nemours, Inc.	1,617,414	$65,020,042
ODFL	Old Dominion Freight Line, Inc.	410,936	$64,434,764
GEHC	GE HealthCare Technologies Inc.	692,734	$56,818,042
INTU	Intuit Inc.	75,790	$50,204,811
INSM	INSMED Inc	281,098	$48,922,295
IDXX	Idexx Laboratories Inc /De	65,870	$44,563,031
TJX	Tjx Companies Inc /De/	239,898	$36,850,731
CBRE	Cbre Group, Inc.	206,882	$33,264,556
SPGI	S&P Global Inc.	59,489	$31,088,356
KNX	Knight-Swift Transportation Holdings Inc.	583,266	$30,493,146
MFC	Manulife Financial Corp	805,289	$29,215,884
TPG	TPG Inc.	445,727	$28,455,211
FITB	Fifth Third Bancorp	541,432	$25,344,431
ONON	On Holding AG	537,432	$24,979,839
ADBE	Adobe Inc.	70,106	$24,536,398
VRT	Vertiv Holdings Co	129,545	$20,987,585
KKR	KKR & Co. Inc.	135,294	$17,247,279
IBKR	Interactive Brokers Group, Inc.	251,872	$16,197,888
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

305 tracked positions · $12,364,283,319 total · filing declares 330 positions · $12,727,381,448 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 305 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	4,815,607	-753,542	$839,841,860	−19.1%	6.79%
AAPL	Apple Inc. Technology	Reduced	3,019,479	-326,662	$766,313,575	−15.8%	6.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,151,493	-215,622	$618,683,327	−16.5%	5.00%
MSFT	Microsoft Corp Technology	Reduced	1,448,223	-60,949	$536,088,707	−26.5%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,779,179	-242,012	$370,549,610	−20.6%	3.00%
AVGO	Broadcom Inc. Technology	Reduced	884,159	-85,236	$273,656,052	−18.4%	2.21%
META	Meta Platforms, Inc. Communication Services	Reduced	397,692	-65,040	$227,531,523	−25.5%	1.84%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	459,933	-140,482	$170,980,092	−36.7%	1.38%
LLY	ELI LILLY & Co Healthcare	Reduced	170,467	-64,667	$156,790,432	−38.0%	1.27%
JPM	Jpmorgan Chase & Co Financial Services	Added	497,751	+15,751	$146,418,434	−5.7%	1.18%
XOM	ExxonMobil Holdings Corp Energy	Reduced	813,402	-75,959	$138,001,783	+28.9%	1.12%
JNJ	Johnson & Johnson Healthcare	Reduced	531,632	-320,566	$129,952,126	−26.3%	1.05%
AZN	Astrazeneca PLC Healthcare	NEW	657,228	NEW	$129,618,506	NEW	1.05%
NFLX	Netflix Inc Communication Services	Added	1,342,560	+430,708	$129,087,144	+51.0%	1.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	245,420	+23,887	$117,605,264	+5.6%	0.95%
MRK	Merck & Co., Inc. Healthcare	Added	967,598	+438,295	$116,392,363	+108.9%	0.94%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	114,906	NEW	$114,495,785	NEW	0.93%
V	Visa Inc. Financial Services	Reduced	363,922	-272,562	$109,991,785	−50.7%	0.89%
TTE	TotalEnergies SE Energy	Added	1,151,571	+578,128	$104,769,929	+179.3%	0.85%
NEE	Nextera Energy Inc Utilities	Reduced	1,123,113	-235,021	$104,314,735	−4.3%	0.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	830,886	-822,115	$103,262,512	−43.9%	0.84%
KO	Coca Cola Co Consumer Defensive	Added	1,324,627	+273,019	$100,737,883	+37.0%	0.81%
LIN	Linde PLC Basic Materials	Added	198,785	+106,406	$98,549,651	+150.2%	0.80%
C	Citigroup Inc Financial Services	Reduced	854,350	-283,078	$96,891,833	−27.0%	0.78%
LRCX	Lam Research Corp Technology	Reduced	422,410	-344,011	$90,252,120	−31.2%	0.73%
RTX	RTX Corp Industrials	Reduced	461,564	-286,027	$89,035,695	−35.1%	0.72%
CAT	Caterpillar Inc Industrials	Reduced	119,852	-58,215	$84,910,347	−16.8%	0.69%
CVX	Chevron Corp Energy	Added	404,384	+884	$83,667,049	+36.0%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	503,063	-224,527	$83,176,436	−28.7%	0.67%
WM	Waste Management Inc Industrials	Added	361,782	+249,119	$83,133,885	+235.9%	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,069,596	-590,407	$82,989,953	−35.1%	0.67%
MA	Mastercard Inc Financial Services	Reduced	157,365	-21,278	$78,628,995	−22.9%	0.64%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	99,069	+58,257	$76,544,672	+143.0%	0.62%
CAH	Cardinal Health Inc Healthcare	Added	358,677	+63,409	$75,792,036	+24.9%	0.61%
EQIX	Equinix Inc Real Estate	NEW	76,997	NEW	$75,475,539	NEW	0.61%
USB	US Bancorp De Financial Services	Reduced	1,448,978	-942,150	$75,361,345	−40.9%	0.61%
ADI	Analog Devices Inc Technology	NEW	228,127	NEW	$72,576,323	NEW	0.59%
BMO	Bank Of Montreal /Can/ Financial Services	NEW	533,308	NEW	$72,177,904	NEW	0.58%
APH	Amphenol Corp /De/ Technology	Added	563,112	+275,805	$71,149,201	+83.2%	0.58%
TMUS	T-Mobile US, Inc. Communication Services	NEW	337,049	NEW	$70,790,401	NEW	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	482,151	+452,681	$69,641,890	+1549.0%	0.56%
IBM	International Business Machines Corp Technology	Reduced	287,192	-156,430	$69,612,468	−47.0%	0.56%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	740,220	NEW	$69,077,330	NEW	0.56%
GEV	GE Vernova Inc. Industrials	Reduced	79,004	-28,037	$68,962,591	−1.4%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	202,966	-18,606	$66,753,487	−12.4%	0.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	133,106	+43,794	$65,425,592	+26.4%	0.53%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	122,796	+21,201	$64,186,697	+4.4%	0.52%
CIEN	Ciena Corp Technology	Reduced	165,181	-204,044	$64,128,219	−25.7%	0.52%
VTR	Ventas, Inc. Real Estate	Reduced	768,351	-42,094	$62,835,744	+0.2%	0.51%
XEL	Xcel Energy Inc Utilities	Added	779,301	+560,409	$61,907,671	+282.9%	0.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.