Filed: 5/15/2025ACC: 0000899140-25-000707
📋 What this filing means
ZURICH INSURANCE GROUP LTD/FI filed this quarterly 13F‑HR report disclosing 253 equity positions with a total reported market value of $12.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
253
Positions
$12.35B
Total AUM (reported)
95.41M
Total Shares
Allocation by class
COM$9.43B76.4%
CL A$796.89M6.5%
COM NEW$465.85M3.8%
CAP STK CL A$453.95M3.7%
SHS$258.83M2.1%
COM CL A$187.68M1.5%
CL B NEW$156.24M1.3%
Portfolio Concentration
Top 3$2.02B16.4%
4–10$2.00B16.2%
11–25$2.15B17.4%
Rest$6.18B50.1%
Top 3 weight
16.4%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 95.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
95.41M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other253
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings253
Rows:
Apple Inc
DFNDShares3.37M
TypeSH
Market value$748.42M
6.06%
Sole
0.00
Shared
3.37M
None
0.00
Microsoft Corp
DFNDShares1.85M
TypeSH
Market value$694.83M
5.63%
Sole
0.00
Shared
1.85M
None
0.00
NVIDIA Corp
DFNDShares5.32M
TypeSH
Market value$576.95M
4.67%
Sole
0.00
Shared
5.32M
None
0.00
Alphabet Inc
DFNDShares2.94M
TypeSH
Market value$453.95M
3.68%
Sole
0.00
Shared
2.94M
None
0.00
Amazon.com Inc
DFNDShares2.17M
TypeSH
Market value$413.17M
3.35%
Sole
0.00
Shared
2.17M
None
0.00
Meta Platforms Inc
DFNDShares652.53K
TypeSH
Market value$376.09M
3.05%
Sole
0.00
Shared
652.53K
None
0.00
Broadcom Inc
DFNDShares1.19M
TypeSH
Market value$198.97M
1.61%
Sole
0.00
Shared
1.19M
None
0.00
Eli Lilly & Co
DFNDShares225.53K
TypeSH
Market value$186.27M
1.51%
Sole
0.00
Shared
225.53K
None
0.00
Visa Inc
DFNDShares529.97K
TypeSH
Market value$185.73M
1.50%
Sole
0.00
Shared
529.97K
None
0.00
Netflix Inc
DFNDShares196.18K
TypeSH
Market value$182.95M
1.48%
Sole
0.00
Shared
196.18K
None
0.00
Tesla Inc
DFNDShares653.98K
TypeSH
Market value$169.49M
1.37%
Sole
0.00
Shared
653.98K
None
0.00
Walmart Inc
DFNDShares1.92M
TypeSH
Market value$168.23M
1.36%
Sole
0.00
Shared
1.92M
None
0.00
Mastercard Inc
DFNDShares296.83K
TypeSH
Market value$162.70M
1.32%
Sole
0.00
Shared
296.83K
None
0.00
JPMorgan Chase & Co
DFNDShares653.37K
TypeSH
Market value$160.27M
1.30%
Sole
0.00
Shared
653.37K
None
0.00
Berkshire Hathaway Inc
DFNDShares293.37K
TypeSH
Market value$156.24M
1.27%
Sole
0.00
Shared
293.37K
None
0.00
Abbott Laboratories
DFNDShares1.12M
TypeSH
Market value$147.97M
1.20%
Sole
0.00
Shared
1.12M
None
0.00
Cisco Systems Inc
DFNDShares2.27M
TypeSH
Market value$140.05M
1.13%
Sole
0.00
Shared
2.27M
None
0.00
Boston Scientific Corp
DFNDShares1.38M
TypeSH
Market value$139.30M
1.13%
Sole
0.00
Shared
1.38M
None
0.00
Philip Morris International Inc
DFNDShares840.12K
TypeSH
Market value$133.35M
1.08%
Sole
0.00
Shared
840.12K
None
0.00
Johnson & Johnson
DFNDShares788.59K
TypeSH
Market value$130.78M
1.06%
Sole
0.00
Shared
788.59K
None
0.00
Cardinal Health Inc
DFNDShares946.75K
TypeSH
Market value$130.43M
1.06%
Sole
0.00
Shared
946.75K
None
0.00
RTX Corp
DFNDShares982.89K
TypeSH
Market value$130.19M
1.05%
Sole
0.00
Shared
982.89K
None
0.00
Duke Energy Corp
DFNDShares1.06M
TypeSH
Market value$128.74M
1.04%
Sole
0.00
Shared
1.06M
None
0.00
AT&T Inc
DFNDShares4.44M
TypeSH
Market value$125.43M
1.02%
Sole
0.00
Shared
4.44M
None
0.00
AbbVie Inc
DFNDShares590.96K
TypeSH
Market value$123.82M
1.00%
Sole
0.00
Shared
590.96K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncDFND | COM | 3.37M | SH | $748.42M 6.06% | 0.00 | 3.37M | 0.00 |
Microsoft CorpDFND | COM | 1.85M | SH | $694.83M 5.63% | 0.00 | 1.85M | 0.00 |
NVIDIA CorpDFND | COM | 5.32M | SH | $576.95M 4.67% | 0.00 | 5.32M | 0.00 |
Alphabet IncDFND | CAP STK CL A | 2.94M | SH | $453.95M 3.68% | 0.00 | 2.94M | 0.00 |
Amazon.com IncDFND | COM | 2.17M | SH | $413.17M 3.35% | 0.00 | 2.17M | 0.00 |
Meta Platforms IncDFND | CL A | 652.53K | SH | $376.09M 3.05% | 0.00 | 652.53K | 0.00 |
Broadcom IncDFND | COM | 1.19M | SH | $198.97M 1.61% | 0.00 | 1.19M | 0.00 |
Eli Lilly & CoDFND | COM | 225.53K | SH | $186.27M 1.51% | 0.00 | 225.53K | 0.00 |
Visa IncDFND | COM CL A | 529.97K | SH | $185.73M 1.50% | 0.00 | 529.97K | 0.00 |
Netflix IncDFND | COM | 196.18K | SH | $182.95M 1.48% | 0.00 | 196.18K | 0.00 |
Tesla IncDFND | COM | 653.98K | SH | $169.49M 1.37% | 0.00 | 653.98K | 0.00 |
Walmart IncDFND | COM | 1.92M | SH | $168.23M 1.36% | 0.00 | 1.92M | 0.00 |
Mastercard IncDFND | CL A | 296.83K | SH | $162.70M 1.32% | 0.00 | 296.83K | 0.00 |
JPMorgan Chase & CoDFND | COM | 653.37K | SH | $160.27M 1.30% | 0.00 | 653.37K | 0.00 |
Berkshire Hathaway IncDFND | CL B NEW | 293.37K | SH | $156.24M 1.27% | 0.00 | 293.37K | 0.00 |
Abbott LaboratoriesDFND | COM | 1.12M | SH | $147.97M 1.20% | 0.00 | 1.12M | 0.00 |
Cisco Systems IncDFND | COM | 2.27M | SH | $140.05M 1.13% | 0.00 | 2.27M | 0.00 |
Boston Scientific CorpDFND | COM | 1.38M | SH | $139.30M 1.13% | 0.00 | 1.38M | 0.00 |
Philip Morris International IncDFND | COM | 840.12K | SH | $133.35M 1.08% | 0.00 | 840.12K | 0.00 |
Johnson & JohnsonDFND | COM | 788.59K | SH | $130.78M 1.06% | 0.00 | 788.59K | 0.00 |
Cardinal Health IncDFND | COM | 946.75K | SH | $130.43M 1.06% | 0.00 | 946.75K | 0.00 |
RTX CorpDFND | COM | 982.89K | SH | $130.19M 1.05% | 0.00 | 982.89K | 0.00 |
Duke Energy CorpDFND | COM NEW | 1.06M | SH | $128.74M 1.04% | 0.00 | 1.06M | 0.00 |
AT&T IncDFND | COM | 4.44M | SH | $125.43M 1.02% | 0.00 | 4.44M | 0.00 |
AbbVie IncDFND | COM | 590.96K | SH | $123.82M 1.00% | 0.00 | 590.96K | 0.00 |
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