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
$4.43B
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.2M
3
+$13.1M
4
UNH icon
UnitedHealth
UNH
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$12.5M

Top Sells

1
+$14.4M
2
+$13.3M
3
+$11.5M
4
CELG
Celgene Corp
CELG
+$10M
5
MON
Monsanto Co
MON
+$8.76M

Sector Composition

1 Technology 17.04%
2 Financials 15.76%
3 Healthcare 12.91%
4 Consumer Discretionary 10.05%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160M 3.62%
3,465,132
-29,724
2
$134M 3.04%
1,363,736
+43,005
3
$122M 2.75%
1,433,340
+75,100
4
$90.6M 2.05%
466,486
+64,233
5
$68.4M 1.55%
398,631
+5,203
6
$67.8M 1.53%
1,200,120
+59,180
7
$65.8M 1.49%
631,683
-7,438
8
$63.9M 1.44%
772,651
+93,053
9
$54.4M 1.23%
974,960
+46,720
10
$52.8M 1.19%
435,286
-44,509
11
$50M 1.13%
256,297
+60,171
12
$49.9M 1.13%
376,524
+29,661
13
$49.7M 1.12%
202,607
+52,087
14
$49.1M 1.11%
1,742,874
+18,060
15
$44.8M 1.01%
354,145
+23,313
16
$42.1M 0.95%
846,891
+15,287
17
$42M 0.95%
149
18
$40.4M 0.91%
802,777
+152,332
19
$39.8M 0.9%
717,837
+4,789
20
$37.6M 0.85%
856,437
+198,756
21
$36.5M 0.83%
1,061,416
-47,802
22
$35.5M 0.8%
613,019
+158,149
23
$35.5M 0.8%
454,403
+56,474
24
$35.1M 0.79%
816,444
-93,541
25
$33.5M 0.76%
99,885
+9,675
1
2 3 4 5