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
$4.72B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.2M
3
+$15.1M
4
LMT icon
Lockheed Martin
LMT
+$14.2M
5
ELV icon
Elevance Health
ELV
+$13.8M

Top Sells

1
+$32.3M
2
+$15.8M
3
+$14.7M
4
CSX icon
CSX Corp
CSX
+$13.9M
5
OXY icon
Occidental Petroleum
OXY
+$13.2M

Sector Composition

1 Technology 17.46%
2 Financials 15.31%
3 Healthcare 14.33%
4 Industrials 10.32%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.9M 0.48%
731,052
-36,405
52
$22.6M 0.48%
374,773
+64,667
53
$22.4M 0.47%
131,791
-2,667
54
$21.9M 0.46%
510,208
+153,227
55
$21.7M 0.46%
136,365
-9,437
56
$21.4M 0.45%
211,390
+97,714
57
$21.3M 0.45%
79,035
-7,582
58
$20.8M 0.44%
181,370
+28,400
59
$20.8M 0.44%
118,027
+7,240
60
$20.4M 0.43%
264,095
-8,799
61
$20M 0.42%
81,853
+20,439
62
$19.9M 0.42%
271,067
-21,022
63
$19.7M 0.42%
224,597
-13,598
64
$19.7M 0.42%
+128,193
65
$19.3M 0.41%
108,390
+32,066
66
$18.9M 0.4%
104,854
+9,040
67
$18.9M 0.4%
244,518
+26,871
68
$18.7M 0.4%
77,793
+46,109
69
$18.7M 0.4%
175,175
+33,813
70
$18.5M 0.39%
172,774
+4,747
71
$18.3M 0.39%
254,039
-13,455
72
$18.2M 0.38%
142,447
+3,052
73
$17.7M 0.37%
422,128
-129,564
74
$17.6M 0.37%
314,972
-103,822
75
$17.3M 0.37%
327,545
+114,342
1 2
3
4 5