Top Institutional Investors

Zurich Insurance Group Ltd/FI — 13F Holdings & Portfolio

CIK 1127799 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Zurich Insurance Group Ltd/FI manages $14.41B in 13F-reported U.S. long-equity assets across 326 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.70%), AAPL (5.85%), GOOGL (5.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 75 new positions and exited 79; 136 existing positions rose in reported value and 75 fell.

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
$14.41B

Long-equity book

Holdings
326

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+75 / −79 / ↑136 / ↓75

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA6.7% · +0%AAPL5.9% · -4%GOOGL5.5% · +2%AMZN3.3% · +11%MSFT3.1% · -17%AVGO2.3% · +0%AMD1.8% · +43%LLY1.7% · +21%MU1.7% · +26%META1.6% · +4%TSLA1.4% · +3%INTC1.2% · +90%JPM1.2% · +8%WMT1.1% · +73%C1.0% · +24%CAT1.0% · +16%TXN1.0% · +744%LRCX1.0% · -20%KLAC1.0% · +1108%JNJ1.0% · +2%BAC0.9% · +85%UNH0.9% · +69%AMAT0.9% · +89%MS0.8% · +93%V0.8% · -3%GNRC0.8% · newAZN0.8% · -5%CSCO0.8% · -10%CMI0.7% · +2029%PM0.7% · +10%GE0.7% · +40%CRWD0.7% · -10%WELL0.6% · +204%BRK.B0.6% · -26%TTE0.6% · +2%MAR0.6% · +46%HWM0.6% · newICLR0.6% · +338%GEV0.6% · -10%BWA0.6% · +2801%ABBV0.6% · +17%MRK0.6% · -35%CW0.5% · +80%AIT0.5% · newMA0.5% · -4%TOL0.5% · newDELL0.5% · -18%COST0.5% · -31%USB0.5% · -16%ORCL0.5% · +70%HD0.5% · -3%BNY0.5% · newRTX0.5% · -22%GWW0.5% · newRL0.5% · +239%ADI0.5% · -28%BMO0.5% · -31%DHI0.4% · newTTWO0.4% · +374%UNM0.4% · +22%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 136 →

Top Trims

Show all 75 →

New Positions

Show all 75 →

Exited Positions

Show all 79 →

Zurich Insurance Group Ltd/FI Holdings (2026-06-30)

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 $965.3M 6.70% 4,824,127 SH
2 APPLE INC AAPL 037833100 $843.5M 5.85% 2,915,098 SH
3 ALPHABET INC GOOGL 02079K305 $786.5M 5.46% 2,200,890 SH
4 AMAZON COM INC AMZN 023135106 $469.8M 3.26% 1,971,337 SH
5 MICROSOFT CORP MSFT 594918104 $448.9M 3.11% 1,203,409 SH
6 BROADCOM INC AVGO 11135F101 $335.4M 2.33% 888,007 SH
7 ADVANCED MICRO DEVICES INC AMD 007903107 $252.3M 1.75% 434,374 SH
8 ELI LILLY & CO LLY 532457108 $247.0M 1.71% 205,905 SH
9 MICRON TECHNOLOGY INC MU 595112103 $237.9M 1.65% 206,118 SH
10 META PLATFORMS INC META 30303M102 $233.1M 1.62% 413,869 SH
11 TESLA INC TSLA 88160R101 $198.7M 1.38% 472,304 SH
12 INTEL CORP INTC 458140100 $176.7M 1.23% 1,265,318 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $176.2M 1.22% 538,373 SH
14 WALMART INC WMT 931142103 $162.8M 1.13% 1,437,690 SH
15 CITIGROUP INC C 172967424 $148.3M 1.03% 1,059,317 SH
16 CATERPILLAR INC CAT 149123101 $147.6M 1.02% 138,646 SH
17 TEXAS INSTRS INC TXN 882508104 $147.0M 1.02% 493,237 SH
18 LAM RESEARCH CORP LRCX 512807306 $146.4M 1.02% 337,778 SH
19 KLA CORP KLAC 482480100 $139.0M 0.96% 460,545 SH
20 JOHNSON & JOHNSON JNJ 478160104 $138.2M 0.96% 544,175 SH
21 BANK OF AMER CORP BAC 060505104 $129.5M 0.90% 2,271,927 SH
22 UNITEDHEALTH GROUP INC UNH 91324P102 $126.3M 0.88% 303,916 SH
23 APPLIED MATLS INC AMAT 038222105 $125.2M 0.87% 173,162 SH
24 MORGAN STANLEY MS 617446448 $121.1M 0.84% 579,127 SH
25 VISA INC V 92826C839 $120.9M 0.84% 352,415 SH
26 GENERAC HLDGS INC GNRC 368736104 $119.6M 0.83% 408,460 SH
27 ASTRAZENECA PLC AZN G0593M107 $116.3M 0.81% 621,907 SH
28 CISCO SYS INC CSCO 17275R102 $113.6M 0.79% 966,857 SH
29 CUMMINS INC CMI 231021106 $104.2M 0.72% 146,046 SH
30 PHILIP MORRIS INTL INC PM 718172109 $100.0M 0.69% 552,824 SH
31 GE AEROSPACE GE 369604301 $99.0M 0.69% 264,953 SH
32 CROWDSTRIKE HLDGS INC CRWD 22788C105 $95.0M 0.66% 124,442 SH
33 WELLTOWER INC WELL 95040Q104 $92.5M 0.64% 407,737 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $91.0M 0.63% 181,771 SH
35 MARRIOTT INTL INC NEW MAR 571903202 $87.9M 0.61% 237,056 SH
36 HOWMET AEROSPACE INC HWM 443201108 $84.9M 0.59% 315,915 SH
37 ICON PUB LTD CO ICLR G4705A100 $83.6M 0.58% 481,208 SH
38 TOTALENERGIES SE TTE F92124100 $83.6M 0.58% 1,075,521 SH
39 GE VERNOVA INC GEV 36828A101 $83.2M 0.58% 70,824 SH
40 BORGWARNER INC BWA 099724106 $82.2M 0.57% 1,238,590 SH
41 ABBVIE INC ABBV 00287Y109 $81.4M 0.57% 323,672 SH
42 MERCK & CO INC MRK 58933Y105 $81.1M 0.56% 631,197 SH
43 CURTISS WRIGHT CORP CW 231561101 $79.2M 0.55% 104,480 SH
44 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $79.0M 0.55% 233,609 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $77.9M 0.54% 151,638 SH
46 TOLL BROTHERS INC TOL 889478103 $75.8M 0.53% 460,235 SH
47 DELL TECHNOLOGIES INC DELL 24703L202 $75.2M 0.52% 174,235 SH
48 COSTCO WHOLESALE CORPORATION COST 22160K105 $73.9M 0.51% 79,048 SH
49 US BANCORP USB 902973304 $73.8M 0.51% 1,221,558 SH
50 ORACLE CORP ORCL 68389X105 $72.6M 0.50% 495,414 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $14.41B 326 0000899140-26-000885
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
Filer Information
Address
MYTHENQUAI 2
ZURICH, V8 8002
Phone
+1 (800) 382-2150
Filing Manager
Zurich Insurance Group Ltd/FI
ZURICH, V8
Signatory
Stephan van Vliet
Group Chief Investment Officer