Zurich Insurance Group Ltd/FI
All 13F Filings
- Location
- Zurich, V8
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 14,413,853
- Description
- Zurich based insurance balance sheet allocator with an international corporate framework and a valuation conscious and methodical investment mandate. The approach emphasizes credit underwriting and duration control, asset liability coordination, and valuation discipline and downside awareness for long duration liability sensitive mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio design accountability and governance clarity.
- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 291 | 14,413,853 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q3 2025 | 11/14/2025 | 270 | 14,002,525 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q2 2025 | 8/14/2025 | 253 | 12,944,539 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q1 2025 | 5/15/2025 | 253 | 12,345,092 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q4 2024 | 2/14/2025 | 233 | 12,263,802 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q3 2024 | 11/14/2024 | 212 | 11,792,466 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q2 2024 | 8/14/2024 | 229 | 11,538,958 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q1 2024 | 5/15/2024 | 237 | 10,939,519 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q4 2023 | 2/14/2024 | 237 | 9,794,530 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q3 2023 | 11/14/2023 | 235 | 9,445,636 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q2 2023 | 8/14/2023 | 240 | 9,639,679 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q1 2023 | 5/15/2023 | 250 | 7,972,727 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q4 2022 | 2/14/2023 | 225 | 6,994,842 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q3 2022 | 11/14/2022 | 225 | 6,406,040 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q2 2022 | 8/15/2022 | 227 | 6,747,842 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q1 2022 | 5/16/2022 | 208 | 8,078,803 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q4 2021 | 2/14/2022 | 208 | 8,840,140 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q3 2021 | 11/15/2021 | 221 | 8,365,344 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q2 2021 | 8/16/2021 | 223 | 8,027,931 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q1 2021 | 5/17/2021 | 205 | 6,979,208 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q4 2020 | 2/16/2021 | 200 | 6,781,806 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q3 2020 | 11/16/2020 | 166 | 5,771,647 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q2 2020 | 8/14/2020 | 179 | 5,891,236 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q1 2020 | 5/15/2020 | 203 | 4,664,357 | 13F-HR | Zurich Insurance Group Ltd/FI |
| Q4 2019 | 2/14/2020 | 222 | 5,531,225 | 13F-HR | Zurich Insurance Group Ltd/FI |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.26 M | 98.9% | 440.3 K | 0 | 440.3 K |
| ETFs | 152.3 K | 1.1% | 0 | 28.98 K | -28.98 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
14,413,853
Holdings
291
QoQ value change ($000)
411,328
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.