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
26
$36.9M 0.78%
165,901
-1,146
27
$36.8M 0.78%
778,488
-68,403
28
$36.3M 0.77%
785,253
-71,184
29
$35.4M 0.75%
424,942
-29,461
30
$32.9M 0.7%
158,549
+24,528
31
$31.9M 0.67%
148,822
+70,742
32
$31.5M 0.67%
357,801
+96,706
33
$30.9M 0.65%
263,933
+14,472
34
$30.4M 0.64%
110,771
+50,304
35
$28.8M 0.61%
812,949
+119,740
36
$28.7M 0.61%
556,408
+98,442
37
$28.2M 0.6%
332,546
+54,763
38
$28M 0.59%
80,930
+40,925
39
$27.8M 0.59%
249,076
+2,766
40
$27.5M 0.58%
3,908,000
-284,760
41
$26.9M 0.57%
720,300
+48,770
42
$25.9M 0.55%
263,786
+50,551
43
$25.9M 0.55%
158,760
+1,303
44
$24.4M 0.52%
159,856
+81,922
45
$24.4M 0.52%
298,846
+57,571
46
$23.9M 0.51%
252,206
+8,219
47
$23.8M 0.5%
183,664
+5,976
48
$23.6M 0.5%
294,646
+145,569
49
$23.3M 0.49%
139,557
-4,299
50
$23.3M 0.49%
161,031
+42,902
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