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
$10.9B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$108M
3
+$105M
4
UBER icon
Uber
UBER
+$93.1M
5
BSX icon
Boston Scientific
BSX
+$88.8M

Top Sells

1
+$125M
2
+$102M
3
+$101M
4
USB icon
US Bancorp
USB
+$92M
5
UNP icon
Union Pacific
UNP
+$83.2M

Sector Composition

1 Technology 28.96%
2 Financials 14.31%
3 Healthcare 11.72%
4 Communication Services 10.02%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.09M 0.01%
24,500
227
$994K 0.01%
32,900
228
$845K 0.01%
10,300
229
$661K 0.01%
6,600
230
$628K 0.01%
12,516
231
$594K 0.01%
18,258
-68,726
232
$442K ﹤0.01%
4,935
-381
233
$355K ﹤0.01%
19,126
234
$337K ﹤0.01%
10,530
-8,000
235
$214K ﹤0.01%
4,865
-41,036
236
$189K ﹤0.01%
8,600
237
$169K ﹤0.01%
4,199
-4,300
238
– –
-501,210
239
– –
-327,381
240
– –
-13,100
241
– –
-350,875
242
– –
-188,341
243
– –
-864,796
244
– –
-8,600
245
– –
-9,834
246
– –
-23,700
247
– –
-306,034
248
– –
-204,369
249
– –
-209,053
250
– –
-37,900
8 9
10
11 12