ZIG

Zurich Insurance Group Portfolio holdings

AUM $12.9B
1-Year Est. Return 47.25%
This Quarter Est. Return
1 Year Est. Return
+47.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.81B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$9.29M
3
+$9.23M
4
PSA icon
Public Storage
PSA
+$7.31M
5
AET
Aetna Inc
AET
+$6.89M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$9.29M
4
C icon
Citigroup
C
+$8.36M
5
VLO icon
Valero Energy
VLO
+$8.11M

Sector Composition

1 Financials 14.52%
2 Healthcare 13.55%
3 Technology 12.63%
4 Communication Services 10.16%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.8M 3.38%
3,477,524
+46,328
2
$80.3M 2.86%
+3,387,659
3
$64.8M 2.31%
1,173,303
+6,858
4
$57.4M 2.05%
686,776
+47,224
5
$47.5M 1.69%
438,593
-73,425
6
$45.3M 1.61%
297,403
-21,455
7
$40.4M 1.44%
681,505
-104,580
8
$39.2M 1.4%
1,413,686
+236,660
9
$37.4M 1.33%
328,206
-1,873
10
$36.9M 1.31%
763,095
-76,417
11
$36.3M 1.29%
951,200
+26,560
12
$36M 1.28%
1,215,563
-52,621
13
$34.2M 1.22%
256,317
-45,140
14
$34M 1.21%
310,947
-8,074
15
$32.1M 1.14%
860,860
+72,200
16
$30.5M 1.09%
370,394
-42,304
17
$30M 1.07%
555,232
-50,628
18
$29.7M 1.06%
299,343
-31,218
19
$29.5M 1.05%
386,052
-91,855
20
$28.8M 1.03%
135
-7
21
$28.7M 1.02%
967,360
+2,320
22
$28.6M 1.02%
300,146
-32,141
23
$26.7M 0.95%
949,242
-163,368
24
$26.7M 0.95%
574,515
-67,667
25
$24.2M 0.86%
117,315
+8,103
1
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