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
351
$1.14M 0.02%
40,219
-70,781
352
$1.13M 0.02%
10,200
353
$1.13M 0.02%
88,900
354
$1.12M 0.02%
+47,656
355
$1.12M 0.02%
23,700
-29,000
356
$1.12M 0.02%
24,863
-25,539
357
$1.1M 0.02%
20,600
358
$1.1M 0.02%
11,868
359
$1.1M 0.02%
+20,338
360
$1.1M 0.02%
38,435
361
$1.1M 0.02%
15,000
362
$1.09M 0.02%
7,400
363
$1.08M 0.02%
20,100
364
$1.06M 0.02%
18,500
365
$1.04M 0.02%
19,900
366
$1.03M 0.02%
18,600
367
$1.03M 0.02%
25,030
+17,020
368
$1.02M 0.02%
27,900
369
$1.02M 0.02%
68,100
370
$1M 0.02%
13,600
371
$996K 0.02%
26,312
372
$990K 0.02%
+23,410
373
$989K 0.02%
29,400
374
$989K 0.02%
+87,900
375
$988K 0.02%
25,300
13 14
15
16 17