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
$6.41B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$39.9M
3
+$34.6M
4
AAPL icon
Apple
AAPL
+$34.5M
5
META icon
Meta Platforms (Facebook)
META
+$32.9M

Top Sells

1
+$98.1M
2
+$60.9M
3
+$55M
4
JPM icon
JPMorgan Chase
JPM
+$52.2M
5
CVX icon
Chevron
CVX
+$50.8M

Sector Composition

1 Technology 23.6%
2 Healthcare 16.28%
3 Financials 11.64%
4 Industrials 10.39%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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254
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-353,766
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-6,400
259
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261
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263
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-37,835
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-710,655
265
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-12,500
266
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-97,972
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