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
351
$571K 0.02%
15,000
352
$436K 0.02%
11,111
+281
353
$429K 0.02%
15,140
+367
354
$162K 0.01%
3,143
+70
355
$108K ﹤0.01%
4,863
-63,984
356
$93K ﹤0.01%
3,279
+73
357
$24K ﹤0.01%
+133
358
– –
-47,700
359
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-40,522
360
– –
-42,462
361
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-13,500
362
– –
-13,200
363
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-8,460
364
– –
-71,700
365
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-67,700
366
– –
-20,709
367
– –
-243,476
368
– –
-75,720
369
– –
-14,650
370
– –
-17,990
371
– –
-16,600
372
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-212,883
373
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-117,315
374
– –
-71,700
375
– –
-24,033
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15
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