ZIG
Zurich Insurance Group Portfolio holdings
AUM
$12.9B
1-Year Return
47.25%
This Quarter Return
+11.45%
1 Year Return
+47.25%
3 Year Return
+200.39%
5 Year Return
+319.09%
10 Year Return
+908.55%
AUM
$5.53B
AUM Growth
+$256M
(+4.9%)
Cap. Flow
-$86.2M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
31.72%
Holding
514
New
18
Increased
115
Reduced
57
Closed
292
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$109M |
| 2 |
Estee Lauder
EL
|
$105M |
| 3 |
Nike
NKE
|
$102M |
| 4 |
Thermo Fisher Scientific
TMO
|
$98.6M |
| 5 |
Visa
V
|
$97.6M |
Top Sells
| 1 |
iShares MSCI Canada ETF
EWC
|
$122M |
| 2 |
AT&T
T
|
$48.4M |
| 3 |
Exxon Mobil
XOM
|
$48.3M |
| 4 |
Home Depot
HD
|
$45.9M |
| 5 |
Verizon
VZ
|
$43.7M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Healthcare | 16.72% |
| 3 | Financials | 16.47% |
| 4 | Consumer Discretionary | 11.45% |
| 5 | Communication Services | 11.14% |
