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
$11.8B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$151M
3
+$130M
4
SBUX icon
Starbucks
SBUX
+$127M
5
TSLA icon
Tesla
TSLA
+$119M

Top Sells

1
+$133M
2
+$118M
3
+$113M
4
EQH icon
Equitable Holdings
EQH
+$110M
5
CNM icon
Core & Main
CNM
+$107M

Sector Composition

1 Technology 29.66%
2 Financials 14.79%
3 Consumer Discretionary 10.93%
4 Healthcare 9.57%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$113M 0.96%
2,852,454
-788,548
27
$112M 0.95%
+923,700
28
$103M 0.88%
428,125
-31,704
29
$99.9M 0.85%
255,355
+249,155
30
$98M 0.83%
+1,833,694
31
$97.3M 0.83%
243,552
+38,537
32
$93.3M 0.79%
382,072
-22,867
33
$91.8M 0.78%
+1,112,643
34
$91.7M 0.78%
453,836
-23,868
35
$91.2M 0.77%
202,761
+11,023
36
$88.6M 0.75%
992,619
+174,670
37
$87.5M 0.74%
401,691
-106,149
38
$87.4M 0.74%
423,311
-208,453
39
$86.5M 0.73%
3,104,772
+959,000
40
$84.1M 0.71%
+377,086
41
$81.8M 0.69%
268,650
+261,350
42
$81.7M 0.69%
+923,937
43
$81.5M 0.69%
386,419
-534,993
44
$80.1M 0.68%
129,031
+13,264
45
$79.2M 0.67%
102,221
-7,324
46
$78.9M 0.67%
486,694
+341,589
47
$78.6M 0.67%
151,778
-69,471
48
$78M 0.66%
+319,147
49
$76M 0.64%
582,147
-188,878
50
$74.3M 0.63%
376,336
-115,774
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