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
$11.8B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$151M
3
+$130M
4
SBUX icon
Starbucks
SBUX
+$127M
5
TSLA icon
Tesla
TSLA
+$119M

Top Sells

1
+$133M
2
+$118M
3
+$113M
4
EQH icon
Equitable Holdings
EQH
+$110M
5
CNM icon
Core & Main
CNM
+$107M

Sector Composition

1 Technology 29.66%
2 Financials 14.79%
3 Consumer Discretionary 10.93%
4 Healthcare 9.57%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.17M 0.02%
19,000
152
$2.17M 0.02%
15,500
153
$2.14M 0.02%
7,400
154
$2.09M 0.02%
9,300
-239,631
155
$2.08M 0.02%
4,000
156
$2.08M 0.02%
18,800
157
$2.06M 0.02%
20,850
158
$2.05M 0.02%
26,500
159
$2.02M 0.02%
4,100
160
$2.01M 0.02%
27,160
161
$1.96M 0.02%
18,700
162
$1.95M 0.02%
8,600
163
$1.94M 0.02%
95,000
164
$1.9M 0.02%
9,200
165
$1.89M 0.02%
18,200
166
$1.87M 0.02%
12,000
167
$1.84M 0.02%
66,900
168
$1.82M 0.02%
52,600
169
$1.79M 0.02%
11,500
170
$1.75M 0.01%
7,100
171
$1.75M 0.01%
5,400
172
$1.73M 0.01%
29,000
173
$1.72M 0.01%
20,500
174
$1.71M 0.01%
19,300
175
$1.7M 0.01%
17,400
5 6
7
8 9