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
251
– –
-32,600
252
– –
-957,947
253
– –
-565,136
254
– –
-10,300
255
– –
-131,712
256
– –
-23,700
257
– –
-13,400
258
– –
-235,921
259
– –
-51,443
260
– –
-38,600
261
– –
-13,596
262
– –
-15,900
263
– –
-501,210
264
– –
-306,034
265
– –
-204,369
266
– –
-209,053
267
– –
-37,900
268
– –
-12,200
269
– –
-16,900
270
– –
-213,432
271
– –
-67,586
272
– –
-10,150
273
– –
-96,363
274
– –
-219,317
275
– –
-4,674
8 9 10
11
12