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
26
$24.6M 0.86%
251,033
-48,310
27
$23.4M 0.82%
220,923
-1,157
28
$23.1M 0.81%
806,213
+39,429
29
$22.9M 0.8%
310,725
+8,959
30
$22.7M 0.8%
156,679
-4,014
31
$22.4M 0.78%
153,222
+11,318
32
$22.1M 0.77%
199,241
-23,289
33
$21M 0.74%
148,901
-6,436
34
$20.9M 0.73%
380,917
-46,016
35
$20.8M 0.73%
204,134
-2,627
36
$19.9M 0.7%
1,502,979
+108,966
37
$19.5M 0.68%
283,231
+7,401
38
$19.2M 0.67%
200,150
+25,201
39
$19M 0.66%
227,199
-5,727
40
$18.4M 0.64%
449,735
-23,522
41
$16.9M 0.59%
399,232
-43,406
42
$16.9M 0.59%
693,384
+12,093
43
$16.6M 0.58%
108,801
+4,500
44
$16.1M 0.56%
149,911
+47,568
45
$15.8M 0.55%
199,919
+35,642
46
$15.4M 0.54%
227,439
+19,076
47
$15.2M 0.53%
158,499
-23,554
48
$15M 0.52%
279,675
+82,744
49
$14.5M 0.51%
254,462
-5,658
50
$14.5M 0.51%
274,303
+30,629
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