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
$11.8B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$151M
3
+$130M
4
SBUX icon
Starbucks
SBUX
+$127M
5
TSLA icon
Tesla
TSLA
+$119M

Top Sells

1
+$133M
2
+$118M
3
+$113M
4
EQH icon
Equitable Holdings
EQH
+$110M
5
CNM icon
Core & Main
CNM
+$107M

Sector Composition

1 Technology 29.66%
2 Financials 14.79%
3 Consumer Discretionary 10.93%
4 Healthcare 9.57%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$760M 6.44%
3,260,506
-275,928
2
$726M 6.16%
1,686,937
-131,847
3
$648M 5.49%
5,331,938
-160,852
4
$446M 3.78%
2,689,158
-369,105
5
$374M 3.17%
2,007,871
-714,707
6
$367M 3.11%
640,323
-47,551
7
$222M 1.88%
2,749,678
+572,373
8
$213M 1.8%
1,233,242
-112,648
9
$192M 1.62%
1,124,269
-127,853
10
$188M 1.59%
212,233
-83,562
11
$160M 1.35%
394,121
+379,819
12
$158M 1.34%
319,804
+54,208
13
$158M 1.34%
269,723
+258,023
14
$146M 1.24%
575,950
+28,438
15
$136M 1.15%
719,114
-44,904
16
$135M 1.14%
94,537
+31,376
17
$132M 1.12%
287,150
+20,207
18
$130M 1.11%
+1,621,063
19
$127M 1.07%
+1,298,326
20
$127M 1.07%
178,403
-27,192
21
$125M 1.06%
1,493,392
-554,318
22
$125M 1.06%
1,067,234
-180,809
23
$123M 1.04%
447,786
+123,217
24
$123M 1.04%
1,329,185
+93,055
25
$119M 1.01%
+453,247
1
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