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
$12.3B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$128M
4
EXE
Expand Energy Corp
EXE
+$109M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$120M
2
+$101M
3
+$96.5M
4
CRM icon
Salesforce
CRM
+$92.4M
5
DECK icon
Deckers Outdoor
DECK
+$84.9M

Sector Composition

1 Technology 28.75%
2 Financials 14.72%
3 Healthcare 10.9%
4 Communication Services 10.55%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.67T
$748M 6.06%
3,369,268
+109,915
MSFT icon
2
Microsoft
MSFT
$3.82T
$695M 5.63%
1,850,953
+276,985
NVDA icon
3
NVIDIA
NVDA
$4.42T
$577M 4.67%
5,323,436
-66,066
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.07T
$454M 3.68%
2,935,559
+93,981
AMZN icon
5
Amazon
AMZN
$2.32T
$413M 3.35%
2,171,604
-292,322
META icon
6
Meta Platforms (Facebook)
META
$1.81T
$376M 3.05%
652,529
+7,986
AVGO icon
7
Broadcom
AVGO
$1.68T
$199M 1.61%
1,188,374
-91,790
LLY icon
8
Eli Lilly
LLY
$747B
$186M 1.51%
225,533
+19,832
V icon
9
Visa
V
$666B
$186M 1.5%
529,974
+102,591
NFLX icon
10
Netflix
NFLX
$513B
$183M 1.48%
196,182
-1,617
TSLA icon
11
Tesla
TSLA
$1.45T
$169M 1.37%
653,983
+12,086
WMT icon
12
Walmart
WMT
$866B
$168M 1.36%
1,916,295
-850,771
MA icon
13
Mastercard
MA
$503B
$163M 1.32%
296,828
-3,352
JPM icon
14
JPMorgan Chase
JPM
$829B
$160M 1.3%
653,367
+191,833
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.06T
$156M 1.27%
293,372
+123,086
ABT icon
16
Abbott
ABT
$225B
$148M 1.2%
1,115,514
+1,096,514
CSCO icon
17
Cisco
CSCO
$274B
$140M 1.13%
2,269,541
+1,240,827
BSX icon
18
Boston Scientific
BSX
$147B
$139M 1.13%
1,380,806
-381,406
PM icon
19
Philip Morris
PM
$246B
$133M 1.08%
840,119
-102,229
JNJ icon
20
Johnson & Johnson
JNJ
$463B
$131M 1.06%
788,586
+315,153
CAH icon
21
Cardinal Health
CAH
$37.3B
$130M 1.06%
946,750
+927,950
RTX icon
22
RTX Corp
RTX
$211B
$130M 1.05%
+982,894
DUK icon
23
Duke Energy
DUK
$101B
$129M 1.04%
1,055,482
+600,271
T icon
24
AT&T
T
$187B
$125M 1.02%
4,435,404
+2,992,699
ABBV icon
25
AbbVie
ABBV
$399B
$124M 1%
590,956
+170,629
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