Zurich Insurance Group Ltd/FI

Q1 2025 13F-HR Detailed Holdings

Location
Zurich, V8
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
258
Total value ($000)
$12,345,092
Net value change ($000)
+81,290 (0.7%)
New positions
70
Sold out positions
50
Turnover %
28.9%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ABT 145,824 6785.7%
RTX 130,194 NEW
CAH 128,211 5767.5%
EXE 108,986 NEW
DE 101,526 NEW
MCD 98,088 NEW
WELL 95,385 NEW
T 92,583 281.8%
TJX 90,818 NEW
MO 87,445 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -146,802 -20.3%
CRM -129,451 -68.9%
AMZN -127,392 -23.6%
CLH -119,882 -100.0%
CCL -100,845 -100.0%
AVGO -97,824 -33.0%
BNS -96,529 -100.0%
TSLA -89,738 -34.6%
DECK -84,868 -100.0%
GOOGL -83,956 -15.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Zurich Life Assurance plc 028-17039