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
$2.86B
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.88M
3
+$7.09M
4
META icon
Meta Platforms (Facebook)
META
+$6.46M
5
UHS icon
Universal Health Services
UHS
+$6.16M

Top Sells

1
+$24.2M
2
+$8.83M
3
+$6.67M
4
SPG icon
Simon Property Group
SPG
+$6.11M
5
NOC icon
Northrop Grumman
NOC
+$5.12M

Sector Composition

1 Financials 14.24%
2 Healthcare 14.08%
3 Technology 12.84%
4 Communication Services 10.2%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.8M 3.28%
3,827,659
+440,000
2
$81.7M 2.86%
3,418,352
-59,172
3
$65.3M 2.28%
696,349
+9,573
4
$60M 2.1%
1,171,665
-1,638
5
$54.1M 1.89%
445,835
+7,242
6
$44M 1.54%
384,725
+56,519
7
$43.8M 1.53%
705,124
+23,619
8
$42.7M 1.49%
283,198
-14,205
9
$41.7M 1.46%
1,165,560
+198,200
10
$40.3M 1.41%
384,872
+84,726
11
$39.6M 1.38%
1,408,632
-5,054
12
$36.9M 1.29%
779,780
+16,685
13
$36.7M 1.28%
1,123,376
-92,187
14
$35.6M 1.24%
1,065,633
+116,391
15
$35.1M 1.23%
997,940
+46,740
16
$34.4M 1.2%
616,187
+60,955
17
$32.9M 1.15%
305,939
-5,008
18
$31.2M 1.09%
368,615
-1,779
19
$30.6M 1.07%
141
+6
20
$30.4M 1.06%
879,740
+18,880
21
$26.9M 0.94%
363,211
-22,841
22
$26.1M 0.91%
204,063
-52,254
23
$25.5M 0.89%
776,495
+171,442
24
$25.1M 0.88%
553,770
-20,745
25
$24.9M 0.87%
764,128
+130,256
1
2 3 4 5