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
$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
1
$443M 6.92%
3,206,320
+249,800
2
$403M 6.28%
1,728,259
+92,110
3
$270M 4.22%
2,828,009
+188,229
4
$240M 3.75%
2,125,791
+220,811
5
$159M 2.48%
314,190
-27,530
6
$154M 2.41%
945,274
+123,848
7
$128M 2%
720,781
+28,885
8
$124M 1.94%
542,298
+46,659
9
$120M 1.87%
884,239
+242,545
10
$113M 1.76%
396,461
+42,426
11
$112M 1.75%
2,003,014
+96,691
12
$110M 1.72%
1,281,779
+307,944
13
$108M 1.69%
398,606
+50,972
14
$106M 1.65%
273,190
+19,896
15
$95.3M 1.49%
357,043
-53,844
16
$95.1M 1.49%
709,063
+208,806
17
$92.5M 1.44%
196,610
+5,900
18
$90.7M 1.42%
329,709
+32,688
19
$81.7M 1.28%
798,434
+271,941
20
$81.7M 1.28%
935,616
-7,668
21
$81.5M 1.27%
160,754
+1,924
22
$78.3M 1.22%
544,477
+7,776
23
$75.6M 1.18%
964,704
+88,017
24
$72.7M 1.14%
469,933
-66,322
25
$70.9M 1.11%
570,298
+15,467
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