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
$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
126
$1.82M 0.03%
90,783
+10,064
127
$1.82M 0.03%
4,000
128
$1.79M 0.03%
22,300
129
$1.72M 0.03%
15,600
130
$1.62M 0.03%
28,200
131
$1.59M 0.02%
20,505
-11,850
132
$1.58M 0.02%
9,700
133
$1.58M 0.02%
12,500
-203,598
134
$1.57M 0.02%
15,000
-499,482
135
$1.55M 0.02%
18,234
136
$1.54M 0.02%
+8,200
137
$1.54M 0.02%
42,000
138
$1.53M 0.02%
10,600
139
$1.52M 0.02%
27,800
140
$1.52M 0.02%
6,800
141
$1.51M 0.02%
5,000
142
$1.51M 0.02%
24,519
+11,700
143
$1.49M 0.02%
7,400
144
$1.46M 0.02%
19,000
145
$1.45M 0.02%
10,900
146
$1.43M 0.02%
32,600
147
$1.4M 0.02%
19,900
148
$1.38M 0.02%
17,500
149
$1.35M 0.02%
+56,900
150
$1.32M 0.02%
+4,500
4 5
6
7 8