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
$4.72B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.2M
3
+$15.1M
4
LMT icon
Lockheed Martin
LMT
+$14.2M
5
ELV icon
Elevance Health
ELV
+$13.8M

Top Sells

1
+$32.3M
2
+$15.8M
3
+$14.7M
4
CSX icon
CSX Corp
CSX
+$13.9M
5
OXY icon
Occidental Petroleum
OXY
+$13.2M

Sector Composition

1 Technology 17.46%
2 Financials 15.31%
3 Healthcare 14.33%
4 Industrials 10.32%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.4M 0.03%
224,400
-2,280
327
$1.39M 0.03%
16,015
-139,646
328
$1.38M 0.03%
20,185
-5,969
329
$1.38M 0.03%
+42,605
330
$1.35M 0.03%
41,200
331
$1.33M 0.03%
+83,799
332
$1.32M 0.03%
+28,138
333
$1.31M 0.03%
11,500
-78,027
334
$1.31M 0.03%
13,731
+7,875
335
$1.3M 0.03%
+22,500
336
$1.28M 0.03%
27,100
337
$1.28M 0.03%
24,800
338
$1.27M 0.03%
12,500
339
$1.27M 0.03%
6,277
-72,682
340
$1.27M 0.03%
13,500
341
$1.26M 0.03%
46,800
342
$1.25M 0.03%
18,400
343
$1.25M 0.03%
67,900
344
$1.22M 0.03%
71,200
345
$1.22M 0.03%
27,500
346
$1.2M 0.03%
29,800
347
$1.17M 0.02%
22,817
348
$1.17M 0.02%
+20,478
349
$1.17M 0.02%
19,000
350
$1.17M 0.02%
102,151
+55,805
12 13
14
15 16