Zurich Insurance Group Ltd/FI — 13F Holdings & Portfolio
CIK 1127799 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$12.73B
Long-equity book
Holdings
330
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+71 / −35 / ↑79 / ↓139
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TOTALENERGIES SE$69.9M +186.9%
- PROCTER & GAMBLE CO$65.4M +1549.0%
- MERCK & CO INC$60.7M +108.9%
- LINDE PLC$59.2M +150.2%
- WASTE MGMT INC DEL$58.4M +235.9%
Top Trims
- NVIDIA CORPORATION-$198.8M -19.1%
- MICROSOFT CORP-$193.8M -26.5%
- APPLE INC-$143.4M -15.8%
- ALPHABET INC-$122.2M -16.5%
- CRH PLC-$117.1M -77.2%
New Positions
- ASTRAZENECA PLC$127.5M
- COSTCO WHOLESALE CORPORATION$114.5M
- EQUINIX INC$75.5M
- ANALOG DEVICES INC$72.6M
- BANK MONTREAL MEDIUM$72.0M
Exited Positions
- SALESFORCE INC$147.1M
- BOEING CO$113.9M
- ACCENTURE PLC IRELAND$88.9M
- DOLLAR TREE INC$76.0M
- LAUDER ESTEE COS INC$75.7M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $839.8M | 6.60% | 4,815,607 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $766.3M | 6.02% | 3,019,479 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $618.7M | 4.86% | 2,151,493 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $536.1M | 4.21% | 1,448,223 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $370.5M | 2.91% | 1,779,179 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $273.7M | 2.15% | 884,159 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $227.5M | 1.79% | 397,692 | SH |
| 8 | TESLA INC | TSLA | 88160R101 | $171.0M | 1.34% | 459,933 | SH |
| 9 | ELI LILLY & CO | LLY | 532457108 | $156.8M | 1.23% | 170,467 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $146.4M | 1.15% | 497,751 | SH |
| 11 | EXXON MOBIL CORP | XOM | 30231G102 | $138.0M | 1.08% | 813,402 | SH |
| 12 | JOHNSON & JOHNSON | JNJ | 478160104 | $130.0M | 1.02% | 531,632 | SH |
| 13 | NETFLIX INC. | NFLX | 64110L106 | $129.1M | 1.01% | 1,342,560 | SH |
| 14 | ASTRAZENECA PLC | AZN | G0593M107 | $127.5M | 1.00% | 657,228 | SH |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $117.6M | 0.92% | 245,420 | SH |
| 16 | MERCK & CO INC | MRK | 58933Y105 | $116.4M | 0.91% | 967,598 | SH |
| 17 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $114.5M | 0.90% | 114,906 | SH |
| 18 | VISA INC | V | 92826C839 | $110.0M | 0.86% | 363,922 | SH |
| 19 | NEXTERA ENERGY INC | NEE | 65339F101 | $104.3M | 0.82% | 1,123,113 | SH |
| 20 | WALMART INC | WMT | 931142103 | $103.3M | 0.81% | 830,886 | SH |
| 21 | COCA COLA CO | KO | 191216100 | $100.7M | 0.79% | 1,324,627 | SH |
| 22 | LINDE PLC | LIN | G54950103 | $98.5M | 0.77% | 198,785 | SH |
| 23 | TOTALENERGIES SE | TTE | F92124100 | $97.4M | 0.77% | 1,044,430 | SH |
| 24 | CITIGROUP INC | C | 172967424 | $96.9M | 0.76% | 854,350 | SH |
| 25 | LAM RESEARCH CORP | LRCX | 512807306 | $90.3M | 0.71% | 422,410 | SH |
| 26 | RTX CORPORATION | RTX | 75513E101 | $89.0M | 0.70% | 461,564 | SH |
| 27 | CATERPILLAR INC | CAT | 149123101 | $84.9M | 0.67% | 119,852 | SH |
| 28 | CHEVRON CORPORATION | CVX | 166764100 | $83.7M | 0.66% | 404,384 | SH |
| 29 | PHILIP MORRIS INTL INC | PM | 718172109 | $83.2M | 0.65% | 503,063 | SH |
| 30 | WASTE MGMT INC DEL | WM | 94106L109 | $83.1M | 0.65% | 361,782 | SH |
| 31 | CISCO SYS INC | CSCO | 17275R102 | $83.0M | 0.65% | 1,069,596 | SH |
| 32 | MASTERCARD INCORPORATED | MA | 57636Q104 | $78.6M | 0.62% | 157,365 | SH |
| 33 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $76.5M | 0.60% | 99,069 | SH |
| 34 | CARDINAL HEALTH INC | CAH | 14149Y108 | $75.8M | 0.60% | 358,677 | SH |
| 35 | EQUINIX INC | EQIX | 29444U700 | $75.5M | 0.59% | 76,997 | SH |
| 36 | US BANCORP | USB | 902973304 | $75.4M | 0.59% | 1,448,978 | SH |
| 37 | ANALOG DEVICES INC | ADI | 032654105 | $72.6M | 0.57% | 228,127 | SH |
| 38 | BANK MONTREAL MEDIUM | BMO | 063671101 | $72.0M | 0.57% | 533,308 | SH |
| 39 | AMPHENOL CORP | APH | 032095101 | $71.1M | 0.56% | 563,112 | SH |
| 40 | T-MOBILE US INC | TMUS | 872590104 | $70.8M | 0.56% | 337,049 | SH |
| 41 | PROCTER & GAMBLE CO | PG | 742718109 | $69.6M | 0.55% | 482,151 | SH |
| 42 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $69.6M | 0.55% | 287,192 | SH |
| 43 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $69.1M | 0.54% | 740,220 | SH |
| 44 | GE VERNOVA INC | GEV | 36828A101 | $69.0M | 0.54% | 79,004 | SH |
| 45 | HOME DEPOT INC | HD | 437076102 | $66.8M | 0.52% | 202,966 | SH |
| 46 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $65.4M | 0.51% | 133,106 | SH |
| 47 | ULTA BEAUTY INC | ULTA | 90384S303 | $64.2M | 0.50% | 122,796 | SH |
| 48 | CIENA CORP | CIEN | 171779309 | $64.1M | 0.50% | 165,181 | SH |
| 49 | VENTAS INC | VTR | 92276F100 | $62.8M | 0.49% | 768,351 | SH |
| 50 | XCEL ENERGY INC | XEL | 98389B100 | $61.9M | 0.49% | 779,301 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $12.73B | 330 | 0000899140-26-000584 |
| 2025-12-31 | 2026-02-17 | $14.41B | 294 | 0000899140-26-000261 |
| 2025-09-30 | 2025-11-14 | $14.00B | 272 | 0000899140-25-001318 |