ZIG

Zurich Insurance Group Portfolio holdings

AUM $14B
1-Year Est. Return 54.08%
This Quarter Est. Return
1 Year Est. Return
+54.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.16B
AUM Growth
-$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$25.5M
3
+$22.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.1M
5
ORLY icon
O'Reilly Automotive
ORLY
+$19.5M

Top Sells

1
+$19.7M
2
+$18.7M
3
+$16.2M
4
TDG icon
TransDigm Group
TDG
+$14.5M
5
RTX icon
RTX Corp
RTX
+$13.8M

Sector Composition

1 Technology 19.22%
2 Financials 16.02%
3 Healthcare 13.11%
4 Consumer Discretionary 10.47%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.15M 0.08%
209,711
-5,939
227
$3.1M 0.07%
21,046
+7,678
228
$3.06M 0.07%
210,756
-89,788
229
$3.04M 0.07%
28,101
-16,643
230
$3.03M 0.07%
+138,186
231
$2.93M 0.07%
35,062
-15,736
232
$2.78M 0.07%
55,460
+45,836
233
$2.72M 0.07%
70,500
234
$2.69M 0.06%
27,053
-4,903
235
$2.65M 0.06%
14,222
-10,270
236
$2.63M 0.06%
50,613
+30,135
237
$2.61M 0.06%
38,089
-1,787
238
$2.56M 0.06%
+41,289
239
$2.55M 0.06%
116,728
-23,860
240
$2.45M 0.06%
21,527
-44,242
241
$2.23M 0.05%
89,888
-87,893
242
$2.17M 0.05%
33,228
-3,409
243
$2.17M 0.05%
+16,559
244
$2.14M 0.05%
164,864
245
$2.14M 0.05%
36,238
+16,053
246
$2.13M 0.05%
+37,265
247
$2.13M 0.05%
34,122
-8,419
248
$2.11M 0.05%
43,187
+977
249
$2.08M 0.05%
23,006
+6,991
250
$1.98M 0.05%
62,526
+23,410
8 9
10
11 12