ZIG
Zurich Insurance Group Portfolio holdings
AUM
$12.9B
1-Year Return
47.25%
This Quarter Return
+3.11%
1 Year Return
+47.25%
3 Year Return
+200.39%
5 Year Return
+319.09%
10 Year Return
+908.55%
AUM
$2.86B
AUM Growth
+$52.8M
(+1.9%)
Cap. Flow
-$704K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
19.84%
Holding
398
New
28
Increased
179
Reduced
111
Closed
41
Top Buys
| 1 |
iShares MSCI Canada ETF
EWC
|
$10.8M |
| 2 |
Chevron
CVX
|
$8.88M |
| 3 |
Amazon
AMZN
|
$7.09M |
| 4 |
Meta Platforms (Facebook)
META
|
$6.46M |
| 5 |
Universal Health Services
UHS
|
$6.16M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$24.2M |
| 2 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$8.83M |
| 3 |
Home Depot
HD
|
$6.67M |
| 4 |
Simon Property Group
SPG
|
$6.11M |
| 5 |
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% |
