ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.9B
1-Year Est. Return 47.25%
This Quarter Est. Return
1 Year Est. Return
+47.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.9B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$139M
3
+$130M
4
ETN icon
Eaton
ETN
+$126M
5
NVDA icon
NVIDIA
NVDA
+$125M

Top Sells

1
+$132M
2
+$118M
3
+$117M
4
WDAY icon
Workday
WDAY
+$108M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$105M

Sector Composition

1 Technology 33.38%
2 Financials 14.61%
3 Consumer Discretionary 10.97%
4 Communication Services 10.48%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.38T
$966M 7.46%
6,114,093
+790,657
MSFT icon
2
Microsoft
MSFT
$3.82T
$862M 6.66%
1,733,259
-117,694
AAPL icon
3
Apple
AAPL
$3.7T
$590M 4.56%
2,876,900
-492,368
AMZN icon
4
Amazon
AMZN
$2.3T
$570M 4.4%
2,597,813
+426,209
META icon
5
Meta Platforms (Facebook)
META
$1.78T
$470M 3.63%
636,928
-15,601
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$412M 3.19%
2,340,689
-594,870
AVGO icon
7
Broadcom
AVGO
$1.66T
$309M 2.39%
1,120,737
-67,637
NFLX icon
8
Netflix
NFLX
$516B
$238M 1.84%
177,668
-18,514
BAC icon
9
Bank of America
BAC
$387B
$194M 1.5%
4,100,417
+1,140,655
TSLA icon
10
Tesla
TSLA
$1.45T
$189M 1.46%
594,076
-59,907
ORCL icon
11
Oracle
ORCL
$866B
$172M 1.33%
788,145
-28,532
MA icon
12
Mastercard
MA
$513B
$165M 1.27%
293,439
-3,389
JPM icon
13
JPMorgan Chase
JPM
$822B
$163M 1.26%
563,640
-89,727
LLY icon
14
Eli Lilly
LLY
$728B
$159M 1.23%
204,488
-21,045
INTU icon
15
Intuit
INTU
$183B
$159M 1.23%
+202,132
V icon
16
Visa
V
$676B
$152M 1.18%
428,381
-101,593
HWM icon
17
Howmet Aerospace
HWM
$77.8B
$148M 1.14%
793,885
+150,657
IBM icon
18
IBM
IBM
$257B
$142M 1.1%
481,804
+127,509
AXON icon
19
Axon Enterprise
AXON
$55.3B
$141M 1.09%
170,884
+51,362
RTX icon
20
RTX Corp
RTX
$213B
$140M 1.08%
960,049
-22,845
GS icon
21
Goldman Sachs
GS
$238B
$139M 1.07%
196,520
+99,516
RCL icon
22
Royal Caribbean
RCL
$85.3B
$139M 1.07%
+444,084
GEV icon
23
GE Vernova
GEV
$175B
$130M 1%
+245,411
GE icon
24
GE Aerospace
GE
$318B
$130M 1%
504,495
-40,035
BSX icon
25
Boston Scientific
BSX
$143B
$130M 1%
1,208,040
-172,766
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