Zurich Insurance Group Ltd/FI
SEC Form 13F institutional filer · CIK 0001127799
13F-HR · 239 reported holdings · 2026-03-31
Zurich Insurance Group Ltd/FI is an insurer.
Reported long-US-equity value
$11.36B
Top-10 concentration
36.2%
Zurich Insurance Group Ltd/FI — $11.4B AUM allocation strategy
Zurich Insurance Group Ltd/FI files SEC Form 13F and reports $11.4B of long US equity value across 239 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.3%, followed by Communication Services 8.6% and Consumer Discretionary 4.8%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Zurich Insurance Group Ltd/FI — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.4B
total across 239 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +1.35M sh · +$39.5M+$VZ +749K sh · +$38.9M+$XEL +560K sh · +$45.7M
Biggest trims (shares)
−$FCX −1.72M sh · −$83M−$USB −942K sh · −$52.2M−$CRH −885K sh · −$117M
Exited to nil (held last quarter, gone now)
$CRM ($147M last qtr)$BA ($114M last qtr)$ACN ($88.9M last qtr)$DLTR ($76M last qtr)$EXE ($67.2M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.8%—
- Interactive Media & Services7.4%—
- Technology Hardware, Storage & Peripherals6.7%—
- Systems Software4.7%—
- Pharmaceuticals3.5%—
- Broadline Retail3.2%—
- Consumer Staples Merchandise Retail1.9%—
- Automobile Manufacturers1.5%—
- Other holdings61.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 4.82M | $840M | -754K | 7.4% |
| $AAPL | Apple Inc | 3.02M | $766M | -327K | 6.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.15M | $619M | -216K | 5.4% |
| $MSFT | Microsoft Corporation | 1.45M | $536M | -60.9K | 4.7% |
| $AMZN | Amazon.com Inc | 1.78M | $371M | -242K | 3.3% |
| $AVGO | Broadcom Inc | 884K | $274M | -85.2K | 2.4% |
| $META | Meta Platforms Inc | 398K | $228M | -65K | 2.0% |
| $TSLA | Tesla Inc | 460K | $171M | -140K | 1.5% |
| $LLY | Eli Lilly and Company | 170K | $157M | -64.7K | 1.4% |
| $JPM | JP Morgan Chase & Co | 498K | $146M | +15.8K | 1.3% |
…and 229 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.