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
126
$10.8M 0.23%
234,080
+165
127
$10.8M 0.23%
71,754
+62
128
$10.4M 0.22%
109,573
-4,081
129
$10.3M 0.22%
+260,890
130
$10.3M 0.22%
399,060
+65,917
131
$10.2M 0.22%
44,744
+8,657
132
$10.1M 0.21%
44,614
+5,639
133
$10.1M 0.21%
69,527
-8,231
134
$10M 0.21%
120,592
+2,549
135
$9.94M 0.21%
213,364
-42,841
136
$9.77M 0.21%
46,896
+11,993
137
$9.54M 0.2%
20,247
+586
138
$9.53M 0.2%
189,529
-43,117
139
$9.45M 0.2%
114,763
-21,613
140
$9.43M 0.2%
23,327
-75
141
$9.39M 0.2%
59,891
+20,293
142
$9.38M 0.2%
190,860
-53,704
143
$9.35M 0.2%
77,549
+37,616
144
$9.23M 0.2%
+128,926
145
$9.18M 0.19%
+260,036
146
$9.14M 0.19%
212,897
+97,853
147
$9.09M 0.19%
194,560
+26,675
148
$8.86M 0.19%
100,044
+92,344
149
$8.85M 0.19%
123,766
+67,971
150
$8.84M 0.19%
111,754
+77,848
4 5
6
7 8