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
$2.86B
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.88M
3
+$7.09M
4
META icon
Meta Platforms (Facebook)
META
+$6.46M
5
UHS icon
Universal Health Services
UHS
+$6.16M

Top Sells

1
+$24.2M
2
+$8.83M
3
+$6.67M
4
SPG icon
Simon Property Group
SPG
+$6.11M
5
NOC icon
Northrop Grumman
NOC
+$5.12M

Sector Composition

1 Financials 14.24%
2 Healthcare 14.08%
3 Technology 12.84%
4 Communication Services 10.2%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.4M 0.5%
119,760
-37,365
52
$14.4M 0.5%
96,734
+27,286
53
$14.3M 0.5%
57,819
-8,532
54
$13.9M 0.49%
251,968
+6,183
55
$13.6M 0.48%
171,846
+53,421
56
$13.6M 0.47%
218,878
-27,020
57
$13.3M 0.46%
246,216
+53,650
58
$12.6M 0.44%
96,714
+25,657
59
$12.4M 0.43%
156,059
+67,826
60
$12.2M 0.43%
521,369
-161,561
61
$12.1M 0.42%
54,572
-23,054
62
$11.9M 0.42%
134,802
-8,647
63
$11.9M 0.41%
363,712
+166,472
64
$11.7M 0.41%
148,742
+19,377
65
$11.7M 0.41%
70,583
-340
66
$11.6M 0.41%
133,190
-6,295
67
$11.6M 0.41%
287,481
-11,337
68
$11.3M 0.39%
207,036
-19,716
69
$11.1M 0.39%
152,058
+4,428
70
$11.1M 0.39%
112,271
+9,656
71
$11M 0.38%
169,815
+4,391
72
$10.9M 0.38%
239,148
+44,621
73
$10.8M 0.38%
146,783
+3,547
74
$10.8M 0.38%
121,645
+27,584
75
$10.7M 0.37%
124,723
+9,573
1 2
3
4 5