ZIG
Zurich Insurance Group Portfolio holdings
AUM
$12.9B
1-Year Return
47.25%
This Quarter Return
+9.85%
1 Year Return
+47.25%
3 Year Return
+200.39%
5 Year Return
+319.09%
10 Year Return
+908.55%
AUM
$11.8B
AUM Growth
+$254M
(+2.2%)
Cap. Flow
-$269M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
35.06%
Holding
263
New
34
Increased
37
Reduced
57
Closed
51
Top Buys
| 1 |
Home Depot
HD
|
$154M |
| 2 |
UnitedHealth
UNH
|
$151M |
| 3 |
Carrier Global
CARR
|
$130M |
| 4 |
Starbucks
SBUX
|
$127M |
| 5 |
Tesla
TSLA
|
$119M |
Top Sells
| 1 |
Amazon
AMZN
|
$133M |
| 2 |
Danaher
DHR
|
$118M |
| 3 |
JPMorgan Chase
JPM
|
$113M |
| 4 |
Equitable Holdings
EQH
|
$110M |
| 5 |
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% |
