2026 Q1 Portfolio Activity
In 2026 Q1, Zurich Insurance Group Ltd/FI maintained a portfolio of 362 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 1.00% of the total fund value. They heavily accumulated shares in TOTALENERGIES SE, increasing the position by 100.8%. Conversely, Zurich Insurance Group Ltd/FI completely exited their position in SALESFORCE INC.
Position History
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Total Positions
362
Quarter
2026 Q1
Top Holding
NVDA (6.6%)
Top 10 Concentration
32.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 362
Zurich Insurance Group Ltd/FI Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.60% | 7.21% |
#1
Prev: #1
|
5.1 |
—
|
-753,542 | -13.5% |
P
S
|
4,815,607 | $839,841,861 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 6.02% | 6.31% |
#2
Prev: #2
|
4.4 |
—
|
-326,662 | -9.8% |
P
S
|
3,019,479 | $766,313,575 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.86% | 5.14% |
#3
Prev: #3
|
3.4 |
—
|
-215,622 | -9.1% |
P
S
|
2,151,493 | $618,683,327 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.21% | 5.06% |
#4
Prev: #4
|
2.7 |
—
|
-60,949 | -4.0% |
P
S
|
1,448,223 | $536,088,708 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.91% | 3.24% |
#5
Prev: #5
|
2.2 |
—
|
-242,012 | -12.0% |
P
S
|
1,779,179 | $370,549,610 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.15% | 2.33% |
#6
Prev: #6
|
1.4 |
—
|
-85,236 | -8.8% |
P
S
|
884,159 | $273,656,052 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.79% | 2.12% |
#7
Prev: #7
|
1.2 |
—
|
-65,040 | -14.1% |
P
S
|
397,692 | $227,531,524 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.34% | 1.87% |
#8
Prev: #8
|
0.5 |
—
|
-140,482 | -23.4% |
P
S
|
459,933 | $170,980,093 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.23% | 1.75% |
#9
Prev: #9
|
0.5 |
—
|
-64,667 | -27.5% |
P
S
|
170,467 | $156,790,433 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.15% | 1.08% |
#10
3
Prev: #13
|
1.0 |
—
|
15,751 | 3.3% |
P
S
|
497,751 | $146,418,434 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.08% | 0.74% |
#11
20
Prev: #31
|
0.9 |
—
|
-75,959 | -8.5% |
P
S
|
813,402 | $138,001,783 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.02% | 1.22% |
#12
Prev: #12
|
0.4 |
—
|
-320,566 | -37.6% |
P
S
|
531,632 | $129,952,126 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.01% | 0.59% |
#13
27
Prev: #40
|
2.9 |
—
|
430,708 | 47.2% |
P
S
|
1,342,560 | $129,087,144 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 1.00% | — |
#14
Prev: #—
|
3.9 |
—
|
657,228 | — |
NEW
|
657,228 | $127,475,558 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.92% | 0.77% |
#15
14
Prev: #29
|
2.4 |
—
|
23,887 | 10.8% |
P
S
|
245,420 | $117,605,264 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.91% | 0.39% |
#16
57
Prev: #73
|
3.4 |
—
|
438,295 | 82.8% |
P
S
|
967,598 | $116,392,363 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.90% | — |
#17
Prev: #—
|
3.9 |
—
|
114,906 | — |
NEW
|
114,906 | $114,495,786 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 0.86% | 1.55% |
#18
8
Prev: #10
|
0.3 |
—
|
-272,562 | -42.8% |
P
S
|
363,922 | $109,991,785 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTFNF
TOTALENERGIES S...
|
Unknown | 0.84% | 0.26% |
#19
81
Prev: #100
|
3.3 |
—
|
578,128 | 100.8% |
P
S
|
1,151,571 | $107,363,670 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.82% | 0.76% |
#20
10
Prev: #30
|
0.8 |
—
|
-235,021 | -17.3% |
P
S
|
1,123,113 | $104,314,735 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.81% | 1.28% |
#21
10
Prev: #11
|
0.3 |
—
|
-822,115 | -49.7% |
P
S
|
830,886 | $103,262,512 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.79% | 0.51% |
#22
24
Prev: #46
|
2.8 |
—
|
273,019 | 26.0% |
P
S
|
1,324,627 | $100,737,883 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.77% | 0.27% |
#23
71
Prev: #94
|
3.3 |
—
|
106,406 | 115.2% |
P
S
|
198,785 | $98,549,652 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.76% | 0.92% |
#24
6
Prev: #18
|
0.3 |
—
|
-283,078 | -24.9% |
P
S
|
854,350 | $96,891,834 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.71% | 0.91% |
#25
5
Prev: #20
|
0.3 |
—
|
-344,011 | -44.9% |
P
S
|
422,410 | $90,252,121 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.70% | 0.95% |
#26
9
Prev: #17
|
0.3 |
—
|
-286,027 | -38.3% |
P
S
|
461,564 | $89,035,696 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.67% | 0.71% |
#27
7
Prev: #34
|
0.3 |
—
|
-58,215 | -32.7% |
P
S
|
119,852 | $84,910,348 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.66% | 0.43% |
#28
36
Prev: #64
|
0.8 |
—
|
884 | 0.2% |
P
S
|
404,384 | $83,667,050 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.65% | 0.81% |
#29
4
Prev: #25
|
0.3 |
—
|
-224,527 | -30.9% |
P
S
|
503,063 | $83,176,436 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.65% | 0.17% |
#30
108
Prev: #138
|
3.3 |
—
|
249,119 | 221.1% |
P
S
|
361,782 | $83,133,886 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.65% | 0.89% |
#31
10
Prev: #21
|
0.3 |
—
|
-590,407 | -35.6% |
P
S
|
1,069,596 | $82,989,954 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.62% | 0.71% |
#32
3
Prev: #35
|
0.7 |
—
|
-21,278 | -11.9% |
P
S
|
157,365 | $78,628,996 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 0.60% | 0.22% |
#33
86
Prev: #119
|
3.2 |
—
|
58,257 | 142.7% |
P
S
|
99,069 | $76,544,672 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAH
CARDINAL HEALTH...
|
Healthcare | 0.60% | 0.42% |
#34
32
Prev: #66
|
2.7 |
—
|
63,409 | 21.5% |
P
S
|
358,677 | $75,792,037 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 0.59% | — |
#35
Prev: #—
|
3.7 |
—
|
76,997 | — |
NEW
|
76,997 | $75,475,539 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
USB
US BANCORP
|
Financial Services | 0.59% | 0.89% |
#36
14
Prev: #22
|
0.2 |
—
|
-942,150 | -39.4% |
P
S
|
1,448,978 | $75,361,346 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.57% | — |
#37
Prev: #—
|
3.7 |
—
|
228,127 | — |
NEW
|
228,127 | $72,576,324 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 0.57% | — |
#38
Prev: #—
|
3.7 |
—
|
533,308 | — |
NEW
|
533,308 | $71,989,039 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.56% | 0.27% |
#39
56
Prev: #95
|
3.2 |
—
|
275,805 | 96.0% |
P
S
|
563,112 | $71,149,201 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 0.56% | — |
#40
Prev: #—
|
3.7 |
—
|
337,049 | — |
NEW
|
337,049 | $70,790,401 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.55% | 0.03% |
#41
154
Prev: #195
|
3.2 |
—
|
452,681 | 1536.1% |
P
S
|
482,151 | $69,641,890 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.55% | 0.91% |
#42
23
Prev: #19
|
0.2 |
—
|
-156,430 | -35.3% |
P
S
|
287,192 | $69,612,469 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 0.54% | — |
#43
Prev: #—
|
3.7 |
—
|
740,220 | — |
NEW
|
740,220 | $69,077,330 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.54% | 0.49% |
#44
4
Prev: #48
|
0.2 |
—
|
-28,037 | -26.2% |
P
S
|
79,004 | $68,962,592 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.52% | 0.53% |
#45
2
Prev: #43
|
0.7 |
—
|
-18,606 | -8.4% |
P
S
|
202,966 | $66,753,488 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.51% | 0.36% |
#46
30
Prev: #76
|
2.7 |
—
|
43,794 | 49.0% |
P
S
|
133,106 | $65,425,592 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 0.50% | 0.43% |
#47
18
Prev: #65
|
2.7 |
—
|
21,201 | 20.9% |
P
S
|
122,796 | $64,186,697 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CIEN
CIENA CORP
|
Technology | 0.50% | 0.60% |
#48
9
Prev: #39
|
0.2 |
—
|
-204,044 | -55.3% |
P
S
|
165,181 | $64,128,220 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTR
VENTAS INC
|
Real Estate | 0.49% | 0.44% |
#49
13
Prev: #62
|
0.7 |
—
|
-42,094 | -5.2% |
P
S
|
768,351 | $62,835,745 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XEL
XCEL ENERGY INC
|
Utilities | 0.49% | 0.11% |
#50
108
Prev: #158
|
3.2 |
—
|
560,409 | 256.0% |
P
S
|
779,301 | $61,907,671 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 362 holdings