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
101
$5.84M 0.09%
31,084
-5,869
102
$5.08M 0.08%
59,965
+3,000
103
$4.67M 0.07%
58,260
-11,890
104
$4.46M 0.07%
46,800
-576,712
105
$4.25M 0.07%
59,800
-526,584
106
$4.22M 0.07%
95,000
-660,000
107
$4.2M 0.07%
111,930
+11,400
108
$4.1M 0.06%
18,200
109
$4.07M 0.06%
543,325
-83,835
110
$3.45M 0.05%
13,400
-63,326
111
$3.29M 0.05%
44,115
112
$3.27M 0.05%
286,727
-55,777
113
$3.19M 0.05%
79,800
114
$3.18M 0.05%
46,961
115
$2.79M 0.04%
118,792
+23,665
116
$2.78M 0.04%
+79,807
117
$2.72M 0.04%
86,800
-5,560
118
$2.6M 0.04%
58,315
-11,669
119
$2.54M 0.04%
31,400
120
$2.42M 0.04%
57,018
-3,420
121
$2.4M 0.04%
156,400
122
$2.34M 0.04%
13,417
+4,480
123
$2.31M 0.04%
15,500
124
$2.23M 0.03%
85,693
-6,422
125
$1.88M 0.03%
38,484
+8,205
3 4
5
6 7