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
201
$860K 0.01%
27,400
202
$853K 0.01%
7,600
203
$849K 0.01%
+27,500
204
$836K 0.01%
+12,800
205
$832K 0.01%
+18,700
206
$823K 0.01%
20,177
+1,190
207
$820K 0.01%
32,900
208
$820K 0.01%
+15,800
209
$819K 0.01%
+13,300
210
$810K 0.01%
23,700
211
$793K 0.01%
+9,600
212
$790K 0.01%
+32,200
213
$789K 0.01%
12,500
214
$652K 0.01%
10,300
215
$631K 0.01%
6,600
216
$601K 0.01%
11,300
217
$578K 0.01%
6,400
218
$575K 0.01%
18,945
219
$515K 0.01%
22,224
220
$513K 0.01%
30,356
+18,026
221
$450K 0.01%
9,836
-75,900
222
$442K 0.01%
13,275
223
$441K 0.01%
+12,900
224
$404K 0.01%
20,600
+4,120
225
$324K 0.01%
906
7 8
9
10 11