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
$4.16B
AUM Growth
-$559M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$25.5M
3
+$22.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$20.1M
5
ORLY icon
O'Reilly Automotive
ORLY
+$19.5M

Top Sells

1
+$19.7M
2
+$18.7M
3
+$16.2M
4
TDG icon
TransDigm Group
TDG
+$14.5M
5
RTX icon
RTX Corp
RTX
+$13.8M

Sector Composition

1 Technology 19.22%
2 Financials 16.02%
3 Healthcare 13.11%
4 Consumer Discretionary 10.47%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34M 0.82%
998,400
+185,451
27
$33.4M 0.8%
171,673
+13,124
28
$32M 0.77%
568,508
-202,520
29
$31.8M 0.76%
1,188,740
+468,440
30
$31.6M 0.76%
288,533
+24,600
31
$31.5M 0.76%
374,732
+150,135
32
$29.8M 0.72%
327,708
+63,922
33
$29.7M 0.71%
97
-53
34
$29.4M 0.71%
319,652
-105,290
35
$28.9M 0.69%
267,535
+83,871
36
$28.6M 0.69%
604,215
-181,038
37
$28.6M 0.69%
208,602
+72,237
38
$27.6M 0.66%
529,914
+490,280
39
$26.5M 0.64%
1,229,723
-607,663
40
$25.9M 0.62%
349,199
+16,653
41
$25.1M 0.6%
1,093,545
+848,520
42
$25M 0.6%
480,577
-55,117
43
$25M 0.6%
110,453
+31,418
44
$24.8M 0.6%
549,683
-6,725
45
$24.8M 0.6%
342,926
+71,859
46
$24.6M 0.59%
222,728
-26,348
47
$23.1M 0.56%
175,099
-75,309
48
$22.3M 0.53%
241,529
-10,677
49
$21.6M 0.52%
6,477,280
+2,569,280
50
$21.2M 0.51%
153,241
-5,519
1
2
3 4 5