Zurich Insurance Group Ltd/FI

CIK 0001127799 · Q1 2026

13F Equity AUM

$12.7B

-11.7% QoQ

Positions

327

+36 QoQ

AUM Rank

#566

Top 5%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #2,579 · Top 31%

vs S&P -0.7%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 24.6%Top 10: 32.3%Top 20: 41.6%

NVDA6.6%

AAPL6.0%

GOOGL4.9%

MSFT4.2%

AMZN2.9%

AVGO2.1%

META1.8%

TSLA1.3%

LLY1.2%

JPM1.1%

Others (317)67.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology29.4%

Financial Services14.8%

Healthcare10.4%

Communication Services9.5%

Consumer Cyclical9.0%

Industrials8.2%

Energy5.3%

Consumer Defensive4.6%

Other8.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 327Median: 0.15%Avg: 0.31%

0–0.5%

279(41.0%)

0.5–1%

34(22.6%)

1–3%

10(14.7%)

3–5%

2(9.1%)

5%+

2(12.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 327Unique: 0vs 20 funds

4.5%Low

327

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.2%

JPMORGAN CHASE & CO

6.8%

BANK OF AMERICA CORP /DE/

6.9%

FMR LLC

10.8%

BlackRock, Inc.

7.9%

VANGUARD CAPITAL MANAGEMENT LLC

8.7%

STATE STREET CORP

8.4%

GEODE CAPITAL MANAGEMENT, LLC

8.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New71Increased53Decreased117Exited35

New Positions

AZN1.0%

+657K

COST0.9%

+115K

EQIX0.6%

+77K

BMO0.6%

+533K

ADI0.6%

+228K

TMUS0.6%

+337K

CHD0.5%

+740K

TRV0.4%

+191K

CRWD0.4%

+139K

KEYS0.4%

+190K

Increased

T0.3%

+1.3M(+1066%)

BAC0.3%

+749K(+520%)

TTE0.8%

+578K(+101%)

XEL0.5%

+560K(+256%)

NDAQ0.4%

+542K(+466%)

PG0.6%

+453K(+1536%)

MRK0.9%

+438K(+83%)

NFLX1.0%

+431K(+47%)

ALC0.2%

+303K(+300%)

APH0.6%

+276K(+96%)

Decreased

B0.2%

-1,823,459(-79%)

FCX0.3%

-1,722,687(-76%)

STLA0.0%

-1,376,761(-66%)

USB0.6%

-942,150(-39%)

CRH.L0.3%

-885,151(-73%)

WMT0.8%

-822,115(-50%)

CMG0.0%

-812,951(-98%)

NVDA6.6%

-753,542(-14%)

CCL0.1%

-623,990(-71%)

CSCO0.7%

-590,407(-36%)

Exited

CRM

-555,116

-524,402

ACN

-331,269

DLTR

-617,515

-723,005

EXE

-609,299

ODFL

-410,936

-1,617,414

NBIX

-459,437

GEHC

-692,734

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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