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
326
$1.07M 0.04%
19,600
+404
327
$1.07M 0.04%
26,012
+672
328
$1.06M 0.04%
16,453
+3,486
329
$1.05M 0.04%
14,100
330
$1.04M 0.04%
39,897
+1,007
331
$1.04M 0.04%
9,100
332
$1.03M 0.04%
19,800
333
$1.03M 0.04%
23,400
334
$1M 0.04%
20,100
335
$970K 0.03%
+9,200
336
$962K 0.03%
+3,785
337
$957K 0.03%
+14,100
338
$956K 0.03%
+15,415
339
$943K 0.03%
44,500
340
$942K 0.03%
20,800
341
$927K 0.03%
18,000
342
$913K 0.03%
18,533
-32,006
343
$912K 0.03%
11,265
-14,405
344
$902K 0.03%
23,800
345
$853K 0.03%
27,100
346
$785K 0.03%
9,600
347
$757K 0.03%
70,700
348
$737K 0.03%
32,055
+828
349
$681K 0.02%
26,200
350
$654K 0.02%
10,700
-38,000
12 13
14
15 16