Zurich Insurance Group Ltd
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$12.7B
Holdings
328
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 3.7k shares)
6.6%
02
$AAPL
APPLE INC
Q1 2026: Increased +231.0% (100.0k → 331.1k shares)
6.0%
03
$GOOGL
ALPHABET INC
Q1 2026: Sold 92.6% (68.8k → 5.1k shares)
4.9%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +121833.7% (86 → 104.9k shares)
4.2%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 5.4% (227.3k → 214.9k shares)
2.9%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +105.3% (61.2k → 125.6k shares)
2.2%
07
$META
META PLATFORMS INC
Q1 2026: Increased +6929.9% (1.0k → 70.3k shares)
1.8%
08
$ADBE
Adobe Systems Inc
Q1 2025: Exited (was 80.6k shares)
1.4%
09
$TSLA
TESLA INC
Q1 2026: Increased +1804.2% (2.0k → 38.1k shares)
1.3%
10
$LLY
ELI LILLY & CO
Q1 2026: Increased +209.5% (3.5k → 10.8k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:53 UTC.