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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$124M 1%
2,959,762
-584,746
27
$118M 0.96%
1,239,420
+155,055
28
$117M 0.95%
1,636,427
-33,283
29
$117M 0.95%
414,183
+193,800
30
$114M 0.92%
816,677
-160,807
31
$113M 0.91%
949,729
+336,810
32
$109M 0.88%
544,530
+225,855
33
$109M 0.88%
+979,029
34
$108M 0.87%
461,753
+194,250
35
$103M 0.84%
197,587
+5,964
36
$103M 0.84%
467,276
+95,694
37
$102M 0.82%
209,906
+158,379
38
$102M 0.82%
+216,312
39
$101M 0.81%
215,855
+114,858
40
$98.1M 0.79%
+314,013
41
$95.4M 0.77%
+622,580
42
$92.1M 0.75%
97,414
+44,243
43
$90.8M 0.74%
+745,630
44
$88.5M 0.72%
237,627
+49,083
45
$88.1M 0.71%
490,474
+139,681
46
$88.1M 0.71%
354,295
+63,489
47
$87.4M 0.71%
+1,456,925
48
$83.4M 0.68%
643,228
-298,493
49
$82.9M 0.67%
495,593
-60,348
50
$78.1M 0.63%
958,175
-482,315
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