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CIK: 0001127799
Total reported value
$14.4B
$14.4B
253 檔
20.0%
At the close of Q1 2025, Zurich Insurance Group Ltd/FI disclosed equity holdings valued at approximately $14.4B, spread across 253 reported holdings.
In Q1 2025, Zurich Insurance Group Ltd/FI displayed an active expansion posture, initiating 97 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 253 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.06% | -0.17% | +3.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -1.10% | +17.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.67% | +0.10% | -1.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.68% | +0.60% | +3.31% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.35% | -11.86% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.05% | -0.17% | +1.24% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.18% | -7.17% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.51% | +0.48% | +9.64% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.02% | +24.00% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 1.48% | -0.71% | -0.82% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.37% | +0.04% | +1.88% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | +0.32% | -30.75% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.32% | -0.08% | -1.12% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.07% | +41.56% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.29% | +72.28% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.20% | +0.17% | +5771.13% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.13% | +0.14% | +120.62% | |
| 18 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.13% | -0.13% | EXIT | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.08% | +0.04% | -10.85% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.06% | +66.57% | |
| 21 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.06% | -0.27% | +4935.90% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.23% | — | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.04% | — | +131.87% | |
| 24 | T | At&t Inc | Stock-Comm Services | 1.02% | -0.32% | +207.44% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.10% | +40.59% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.00% | +0.43% | -16.50% | |
| 27 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.96% | — | +14.30% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.95% | +0.12% | -1.99% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.95% | — | +87.94% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.92% | +0.16% | -16.45% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.81% | +54.95% | |
| 32 | GE | General Electric | Stock-Industrials | 0.88% | +0.27% | +70.87% | |
| 33 | EXE | Expand Energy CORP | Stock-Energy | 0.88% | — | — | |
| 34 | WDAY | Workday Inc-class A | Stock-Tech | 0.87% | — | +72.62% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.50% | +3.11% | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.84% | — | +25.75% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.82% | -0.01% | +307.37% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.82% | -0.36% | EXIT | |
| 39 | LIN | Linde plc | Stock-Materials | 0.81% | -0.35% | +113.72% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.45% | EXIT | |
| 41 | WELL | Welltower Inc | Stock-Real Estate | 0.77% | +0.43% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.39% | +83.21% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | — | — | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.72% | -0.17% | EXIT | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | +0.93% | +39.82% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | -0.14% | +21.83% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.71% | — | — | |
| 48 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.68% | +0.59% | NEW | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.56% | -10.86% | |
| 50 | UNM | Unum Group | Stock-Financials | 0.63% | +0.11% | -33.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -1.23% | Add |
| 2 | AVGO | Broadcom Inc | +1.6% | -7.17% | Add |
| 3 | WMT | Walmart Inc | +1.3% | -30.75% | Add |
| 4 | AAPL | Apple Inc | +1.3% | +3.37% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +1.3% | +41.56% | Add |
| 6 | CSCO | Cisco Systems Inc | +1.1% | +120.62% | Add |
| 7 | JNJ | Johnson & Johnson | +1% | +66.57% | Add |
| 8 | SYK | Stryker CORP | +0.7% | +26.03% | Add |
| 9 | MMM | 3m Co | +0.5% | — | Add |
| 10 | MSI | Motorola Solutions Inc | +0.5% | +38.05% | Add |
| 11 | HD | Home Depot Inc | +0.4% | -38.74% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +17.60% | Add |
| 13 | ADP | Automatic Data Processing | +0.3% | — | Add |
| 14 | KR | Kroger Co | +0.3% | — | Add |
| 15 | KLAC | Kla CORP | +0.3% | +104.96% | Add |
| 16 | FISV | Fiserv Inc | +0.2% | +25.75% | Add |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | — | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.2% | -11.18% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | -7.60% | Add |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | — | Add |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | — | Add |
| 22 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | — | Add |
| 23 | RACE | Ferrari N.V. | +0.1% | -40.65% | Add |
| 24 | MBB | Ishares Mbs ETF | 0% | — | Add |
| 25 | ALC | Alcon Inc. | 0% | -1.50% | Add |
| 26 | VMBS | Vanguard Mortgage-backed Sec | 0% | — | Add |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | — | Add |
| 28 | BAC | Bank Of America CORP | -0.2% | -16.50% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.94% | Trim |
| 30 | CVS | Cvs Health CORP | -0.3% | — | Trim |
| 31 | FCX | Freeport-mcmoran Inc | -0.3% | — | Trim |
| 32 | NFLX | Netflix Inc | -0.4% | -0.82% | Trim |
| 33 | STLA | Stellantis N.V. | -0.4% | -66.94% | Trim |
| 34 | ADI | Analog Devices Inc | -0.7% | +26.10% | Trim |
| 35 | LEN | Lennar Corp-a | -0.7% | — | Trim |
| 36 | KKR | Kkr & Co Inc | -0.8% | -6.31% | Trim |
| 37 | MA | Mastercard Inc - A | -0.8% | -1.12% | Trim |
| 38 | TSCO | Tractor Supply Company | -0.8% | — | Add |
| 39 | TXN | Texas Instruments Inc | -1.1% | +39.82% | Trim |
| 40 | META | Meta Platforms Inc-class A | -1.1% | +1.24% | Trim |
| 41 | GS | Goldman Sachs Group Inc | -1.1% | -22.64% | Trim |
| 42 | NEE | Nextera Energy Inc | -1.1% | -19.80% | Trim |
| 43 | AMT | American Tower CORP | -1.2% | — | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -1.2% | +3.31% | Add |
| 45 | AMAT | Applied Materials Inc | -1.3% | -68.06% | Trim |
| 46 | AMZN | Amazon.com Inc | -1.3% | -11.86% | Add |
| 47 | UNH | Unitedhealth Group Inc | -1.4% | +3.11% | Trim |
| 48 | CRM | Salesforce Inc | -1.6% | -61.23% | Trim |
| 49 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 50 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Zurich Insurance Group Ltd/FI reported a total U.S. public equity portfolio value of $14.4B across 253 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 20.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $186.3M
Top Position Liquidated / Trimmed
ADBE
前期市值: $208.5M
During Q1 2025, Zurich Insurance Group Ltd/FI's top holdings by market value included AAPL (6.1%)、MSFT (5.6%)、NVDA (4.7%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q1 2025, Zurich Insurance Group Ltd/FI made 200 total portfolio adjustments, initiating 97 new buys, adding to 31 positions, trimming 17 holdings, and fully liquidating 55 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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