ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.9B
1-Year Est. Return 47.25%
This Quarter Est. Return
1 Year Est. Return
+47.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.41B
AUM Growth
-$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$39.9M
3
+$34.6M
4
AAPL icon
Apple
AAPL
+$34.5M
5
META icon
Meta Platforms (Facebook)
META
+$32.9M

Top Sells

1
+$98.1M
2
+$60.9M
3
+$55M
4
JPM icon
JPMorgan Chase
JPM
+$52.2M
5
CVX icon
Chevron
CVX
+$50.8M

Sector Composition

1 Technology 23.6%
2 Healthcare 16.28%
3 Financials 11.64%
4 Industrials 10.39%
5 Consumer Discretionary 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$70.9M 1.11%
985,827
+702,905
27
$70.7M 1.1%
329,392
+4,694
28
$70M 1.09%
576,001
+191,699
29
$68.3M 1.07%
2,038,842
+941,264
30
$67.9M 1.06%
348,436
+141,996
31
$67.6M 1.06%
1,681,595
+686,733
32
$66.9M 1.04%
206,935
-85,731
33
$66.1M 1.03%
1,778,400
+683,830
34
$61.8M 0.96%
202,290
+13,067
35
$61M 0.95%
2,231,360
+985,239
36
$59.5M 0.93%
437,199
+112,980
37
$56.5M 0.88%
402,472
+76,219
38
$55.7M 0.87%
670,544
+116,613
39
$54.5M 0.85%
249,873
+14,532
40
$53M 0.83%
283,738
+34,565
41
$52.2M 0.81%
214,733
+23,093
42
$51.8M 0.81%
456,606
+272,814
43
$51M 0.8%
236,430
-79,358
44
$50.3M 0.79%
2,185,404
+31,938
45
$49.8M 0.78%
607,484
-77,926
46
$48.1M 0.75%
324,550
+181,301
47
$47.5M 0.74%
2,268,483
+1,036,315
48
$46.8M 0.73%
1,006,969
+292,796
49
$45.7M 0.71%
165,653
+2,671
50
$43.9M 0.69%
1,402,903
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