Data as of Q4 2025 (Dec 31, 2025)

Zurich Insurance Group Ltd/FI

โ€ขCIK: 1127799โ€ขFiling: Q4 2025

Zurich Insurance Group Ltd/FI, with $14.4B in AUM, maintains a tech-heavy portfolio, notably holding NVDA (7.2%) and AAPL (6.3%), reflecting a focus on growth sectors. Recent notable moves include adding DWD, USB, and RY, while exiting BNS and HWM, and significantly increasing positions in B +3771% and EXPD +2650%, showcasing an aggressive growth strategy.

Total AUM
$14.4B
QoQ Performance
+2.9%
Positions
274
Top 10 Concentration
37.0%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
AAPL
GOOGL
MSFT
NVDA7.2%
AAPL6.3%
GOOGL5.1%
MSFT5.1%
AMZN3.2%
AVGO2.3%
META2.1%
TSLA1.9%

๐Ÿ“ˆ Biggest Buys

DWD
MORGAN STANLEY
NEW
1.0% of portfolio
USB
US BANCORP DEL
NEW
0.9% of portfolio
RY
ROYAL BK CDA
NEW
0.8% of portfolio
CRM
SALESFORCE INC
+241.4%
1.0% of portfolio
FCX
FREEPORT-MCMORAN INC
+740.8%
0.8% of portfolio

๐Ÿ“‰ Biggest Sells

APP
APPLOVIN CORP
-79.3%
0.3% of portfolio
GOOGL
ALPHABET INC
-16.5%
5.1% of portfolio
META
META PLATFORMS INC
-30.6%
2.1% of portfolio
BAC
BANK AMERICA CORP
-60.6%
0.6% of portfolio
IDXX
IDEXX LABS INC
-70.7%
0.3% of portfolio

Sector Breakdown

Technology34.3%
Other33.9%
Consumer8.7%
Financial7.9%
Healthcare5.3%
Industrial3.6%
Materials2.3%
Energy1.0%

๐Ÿšช Exited Positionssold since Q3 2025

BNS
Bank of Nova Scotia/The
SOLD
$138.4M
HWM
Howmet Aerospace Inc
SOLD
$133.0M
STX
Seagate Technology Holdings PLC
SOLD
$126.0M
UBER
Uber Technologies Inc
SOLD
$123.3M
WYNN
Wynn Resorts Ltd
SOLD
$110.2M
+125 more exited positions

Changes from Q3 2025

NEW60 new positions
โ†‘68 increased
โ†“53 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023