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
$5.77B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$314M
2
+$30.4M
3
+$20.6M
4
CPAY icon
Corpay
CPAY
+$12.4M
5
OTIS icon
Otis Worldwide
OTIS
+$12M

Top Sells

1
+$120M
2
+$82.4M
3
+$56M
4
CRM icon
Salesforce
CRM
+$51.4M
5
ABT icon
Abbott
ABT
+$47.1M

Sector Composition

1 Technology 29.11%
2 Financials 17.39%
3 Healthcare 13.46%
4 Consumer Discretionary 13.03%
5 Communication Services 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$474K 0.01%
5,672
-21,200
152
$453K 0.01%
1,347
153
$237K ﹤0.01%
7,912
-36,670
154
$226K ﹤0.01%
5,184
-90,504
155
$189K ﹤0.01%
3,600
-249
156
$157K ﹤0.01%
3,996
157
$141K ﹤0.01%
3,190
-110
158
$134K ﹤0.01%
4,832
-57,443
159
$98K ﹤0.01%
+2,800
160
$83K ﹤0.01%
9,834
161
$81K ﹤0.01%
2,856
162
$40K ﹤0.01%
1,246
-9,279
163
$39K ﹤0.01%
3,330
164
$34K ﹤0.01%
841
-3,219
165
$26K ﹤0.01%
707
166
$20K ﹤0.01%
590
-20,562
167
– –
-515,328
168
– –
-12,500
169
– –
-865,639
170
– –
-524
171
– –
-123,066
172
– –
-71,416
173
– –
-13,600
174
– –
-763
175
– –
-39,375
4 5 6
7
8