Zurich Insurance Group Ltd/FI
InsuranceFiling Date
Global Rank
#371
/ 8,588
▼ 23
Top Industry
Semiconductors
11.2%
3Y Alpha vs SPY
-0.7%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.5%
SPY
+76.8%
Annualised alpha
-0.3%
Max drawdown
−21.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
305 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Technology | 30.1% | $3,724,958,171 |
| Financial Services | 13.2% | $1,633,200,346 |
| Healthcare | 10.7% | $1,324,654,389 |
| Communication Services | 9.9% | $1,221,191,830 |
| Consumer Cyclical | 9.3% | $1,145,515,686 |
| Industrials | 9.0% | $1,109,337,717 |
| Consumer Defensive | 5.5% | $675,327,431 |
| Energy | 5.4% | $671,786,385 |
| Basic Materials | 2.7% | $337,590,042 |
| Utilities | 2.5% | $308,128,493 |
| Real Estate | 1.6% | $203,793,722 |
| Unclassified | 0.1% | $8,799,100 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $36,485,988 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
305 positions ·
$12,364,283,312 total
· 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 51–100
of 305 positions by value
· page 2 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DB |
Deutsche Bank Aktiengesellschaft
Financial Services
|
Reduced | 71,302 | $2,123,373 | 0.02% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Held | 28,289 | $2,130,444 | 0.02% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 11,050 | $2,175,303 | 0.02% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Held | 11,500 | $2,253,770 | 0.02% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Held | 7,700 | $2,254,175 | 0.02% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Held | 95,000 | $2,261,950 | 0.02% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 8,700 | $2,264,523 | 0.02% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 22,400 | $2,302,048 | 0.02% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
Held | 42,700 | $2,316,902 | 0.02% | |
| NYT |
New York Times Co
Communication Services
|
Held | 27,800 | $2,327,694 | 0.02% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 7,300 | $2,340,015 | 0.02% | |
| GRMN |
Garmin Ltd
Technology
|
Held | 10,400 | $2,412,904 | 0.02% | |
| MPLX |
Mplx LP
Energy
|
Held | 42,400 | $2,419,768 | 0.02% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 18,700 | $2,450,074 | 0.02% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 14,200 | $2,462,990 | 0.02% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 7,200 | $2,471,184 | 0.02% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Held | 28,100 | $2,532,934 | 0.02% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Held | 41,290 | $2,533,141 | 0.02% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Held | 13,160 | $2,579,886 | 0.02% | |
| RDY |
Dr Reddys Laboratories Ltd
Healthcare
|
Held | 191,397 | $2,650,848 | 0.02% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 9,300 | $2,921,502 | 0.02% | |
| IEX |
Idex Corp /De/
Industrials
|
Held | 15,967 | $3,026,544 | 0.02% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 17,979 | $3,093,466 | 0.03% | |
| ALLE |
Allegion plc
Industrials
|
Held | 21,583 | $3,135,794 | 0.03% | |
| SNA |
Snap-on Inc
Industrials
|
Held | 8,872 | $3,222,487 | 0.03% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 45,600 | $3,252,648 | 0.03% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Held | 18,500 | $3,373,105 | 0.03% | |
| DCI |
DONALDSON Co INC
Industrials
|
Held | 43,251 | $3,670,712 | 0.03% | |
| CMI |
Cummins Inc
Industrials
|
Held | 6,859 | $3,690,279 | 0.03% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 8,853 | $3,841,936 | 0.03% | |
| DOV |
DOVER Corp
Industrials
|
Held | 18,728 | $3,903,851 | 0.03% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
NEW | 20,172 | $4,369,860 | 0.04% | |
| CI |
Cigna Group
Healthcare
|
Held | 16,700 | $4,454,725 | 0.04% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
Reduced | 35,297 | $4,827,217 | 0.04% | |
| STLA |
Stellantis N.V.
Consumer Cyclical
|
Reduced | 708,055 | $5,020,109 | 0.04% | |
| NTRS |
Northern Trust Corp
Financial Services
|
NEW | 36,578 | $5,105,191 | 0.04% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Reduced | 49,770 | $5,164,135 | 0.04% | |
| TECK |
Teck Resources Ltd
Basic Materials
|
Reduced | 99,828 | $5,166,099 | 0.04% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 7,871 | $5,811,238 | 0.05% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Reduced | 248,887 | $6,441,195 | 0.05% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
NEW | 21,587 | $6,564,174 | 0.05% | |
| AIG |
American International Group, Inc.
Financial Services
|
NEW | 98,442 | $7,407,760 | 0.06% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Reduced | 334,528 | $8,323,056 | 0.07% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 13,530 | $8,799,100 | 0.07% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
NEW | 114,060 | $9,390,559 | 0.08% | |
| MCHP |
Microchip Technology Inc
Technology
|
NEW | 145,860 | $9,424,014 | 0.08% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 140,662 | $9,747,876 | 0.08% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
NEW | 126,098 | $10,097,927 | 0.08% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
NEW | 193,217 | $10,319,719 | 0.08% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Reduced | 37,764 | $10,391,897 | 0.08% |