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
$2.86B
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.88M
3
+$7.09M
4
META icon
Meta Platforms (Facebook)
META
+$6.46M
5
UHS icon
Universal Health Services
UHS
+$6.16M

Top Sells

1
+$24.2M
2
+$8.83M
3
+$6.67M
4
SPG icon
Simon Property Group
SPG
+$6.11M
5
NOC icon
Northrop Grumman
NOC
+$5.12M

Sector Composition

1 Financials 14.24%
2 Healthcare 14.08%
3 Technology 12.84%
4 Communication Services 10.2%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.35M 0.05%
74,085
-116,915
302
$1.33M 0.05%
29,400
303
$1.32M 0.05%
33,005
-31,874
304
$1.3M 0.05%
63,672
-91,344
305
$1.27M 0.04%
48,500
306
$1.25M 0.04%
8,762
+164
307
$1.25M 0.04%
80,900
308
$1.21M 0.04%
24,759
+602
309
$1.21M 0.04%
29,500
310
$1.21M 0.04%
+33,233
311
$1.2M 0.04%
15,548
-14,815
312
$1.2M 0.04%
31,700
313
$1.19M 0.04%
22,628
314
$1.17M 0.04%
+64,767
315
$1.16M 0.04%
22,516
+7,762
316
$1.15M 0.04%
12,651
-13,831
317
$1.14M 0.04%
58,000
318
$1.12M 0.04%
24,800
319
$1.12M 0.04%
29,900
320
$1.11M 0.04%
88,900
321
$1.11M 0.04%
25,316
+631
322
$1.1M 0.04%
16,500
323
$1.1M 0.04%
13,500
324
$1.09M 0.04%
+58,322
325
$1.09M 0.04%
29,800
11 12
13
14 15