Last refreshed: July 21, 2026 (US ET)
Back to holdings

ZURN

Growth

ZURICH INSURANCE GROUP AG /CHF/

Financials·Multi-line Insurance

Close · 3M

+0.38%

ZURN · 3M

+0.38%

Pinch / wheel to zoom · drag to pan · double-tap to reset

Held by 2 AI ETFs

PQNT1.110%

as of Jul 21

AIVI0.843%

as of Jul 17

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals15
Win rate100% (1/1)
Avg buy return+0.70%
PQNTnow 1.110% of fund9 signals

PQNT · Weight increase · 3d

PQNT's AI-driven approach, which integrates factor exposures like fundamentals and momentum across its ~300 ex-US developed-market holdings, recently detected sustained positive signals for Zurich Insurance Group. The system initiated a series of weight increases for ZURN, from 1.0700% on July 17th to 1.1100% by July 19th, reflecting an evolving view despite the fund's periodic rebalance cadence. This shift in ZURN’s allocation likely corresponds with its attractive forward dividend yield, which recently stood at 5.2%, presenting a compelling value proposition within the Financials sector. The AI's continuous evaluation of sentiment and valuation metrics, alongside momentum, indicates a gathering positive consensus around the Swiss insurer.

weight 1.060% → 1.110% (+0.050 pp)

Jul 19·now $702.99

price n/a

PQNT · Weight increase · 2d

Pictet Asset Management's PQNT ETF made an upward adjustment to its ZURN (ZURICH INSURANCE GROUP AG /CHF/) allocation, increasing it from 1.0600% on July 16, 2026, to 1.0800% by July 18, 2026. This shift for the Swiss financials company, operating within the developed-international universe, indicates the fund's AI signals combined with factor exposures are identifying positive drivers. Given PQNT's reliance on inputs like momentum, valuation, and sentiment for its newer fund, the AI likely detected a favorable price trend or strengthening fundamental outlook for ZURN during this specific period. The sustained accumulation of this stock demonstrates the AI overlay continuously rebalancing its portfolio of ~300 international developed-market stocks (ex-US) to align with these observed characteristics at the prevailing market level.

weight 1.060% → 1.080% (+0.020 pp)

Jul 18·now $702.99

price n/a

PQNT · Weight increase · 2d

The gradual, stepped accumulation in ZURN’s weight by PQNT signals a strengthening conviction from the fund’s AI signals and factor exposure models. This specific cadence of minor, consecutive increases, punctuated by a larger upward adjustment on July 10th, indicates the AI progressively validated positive developments for the Zurich Insurance Group AG within its developed-international universe. Such a pattern suggests the AI likely detected consistently improving fundamentals, momentum, or sentiment for ZURN at its prevailing price levels, prompting PQNT to incrementally expand its exposure to the Swiss financial company. While full portfolio rebalances are periodic for this newer fund, the specific multi-day increases reflect the AI's dynamic assessment and allocation decisions, targeting specific opportunities like ZURN as signals solidify.

weight 1.030% → 1.070% (+0.040 pp)

Jul 10·now $702.99

price n/a

PQNT · Weight increase · 2d

Currently trading near its 6-month high, ZURN shares have demonstrated consistent upward trajectory over the past quarter, with an approximately 7% gain in the last 30 days. This recent price action likely activated positive momentum signals for Pictet Asset Management's PQNT, a fund that combines AI insights with factor exposures across its ex-US developed market portfolio. The observed sequential weight increases, from 0.99% to 1.03% in just over a week, indicate the AI overlay detected a strengthening conviction in ZURN's underlying characteristics, potentially driven by improving fundamentals or favorable sentiment within the Swiss financial sector. For this specific AI-managed ETF, these granular adjustments suggest continuous monitoring and integration of ZURN's performance into the fund's models, enabling a systematic accumulation even within its periodic rebalancing framework. The sustained allocation rise implies the AI continues to identify ZURN as a beneficial component for the portfolio based on its evolving factor profile.

weight 1.010% → 1.030% (+0.020 pp)

Jul 3·now $702.99

price n/a

PQNT · Accumulation · 5d

In June 2026, ZURN traded within the mid-segment of its 52-week price range, having shown a steady, positive return trajectory in the weeks leading up to the observed accumulation. This stability, coupled with ZURN's position in the Financials sector, aligned with PQNT's AI signals, which integrate fundamental, valuation, and sentiment factors for its developed-international universe. Pictet Asset Management's AI overlay, monitoring ZURN, likely detected strengthening signals across these factors, driving a systematic increase in exposure from 0.93% to 1.01% over a short period. The incremental daily purchases observed reflect a pre-planned accumulation phase during a periodic rebalance cycle for the newer fund launched in 2025, optimized by the AI based on its continuous data analysis.

weight 0.930% → 1.010% (+0.080 pp)

Jun 28·now $702.99

price n/a

PQNT · Weight increase · 3d

PQNT, an AI-managed ETF from Pictet Asset Management employing AI signals combined with factor exposures across its ~300 international developed-market stocks, systematically increased its allocation to ZURN. This pattern of consecutive weight increases, from 0.9300% on June 15th to 1.0000% by June 26th, suggests the fund's sophisticated model identified compelling signals for the Financials sector company. Given PQNT's periodic, not daily, rebalancing cadence, this sustained accumulation reflects a calculated conviction from its AI overlay, which integrates fundamentals, momentum, valuation, and sentiment data. The consistent upward adjustment indicates the AI system generated persistently favorable input regarding ZURN's attractiveness within its ex-US developed-market universe.

weight 0.960% → 1.000% (+0.040 pp)

Jun 26·now $702.99

price n/a

PQNT · Weight increase · 2d

PQNT increased its allocation to ZURN, a Swiss financial institution, moving from 0.9600% on June 20, 2026, to 0.9900% by June 25, 2026. This incremental weight adjustment suggests that Pictet Asset Management's AI signals, combined with an analysis of factor exposures such as momentum and sentiment for this developed-market stock, identified a strengthening appeal for ZURN at prevailing market prices during that period. The fund's AI overlay likely processed ZURN's data to recommend successive increases within its broad 300-stock ex-US portfolio. This consistent repositioning of ZURN aligns with PQNT's periodic rebalancing methodology, reflecting specific AI-driven guidance rather than daily trading reactions.

weight 0.960% → 0.990% (+0.030 pp)

Jun 25·now $702.99

price n/a

PQNT · Weight decrease · 2d

The weight of ZURN within PQNT demonstrated a subtle, stepped decrease, moving from 0.95% on June 12 to 0.94% on June 13, and then to 0.93% on June 15. This gradual, two-step reduction aligns with Pictet Asset Management’s strategy for PQNT, which rebalances periodically rather than daily, managing its ~300 developed-market ex-US holdings. The AI overlay, which combines diverse factor exposures including fundamentals and sentiment for ZURN, likely detected a sustained marginal shift, prompting a measured, conservative adjustment rather than an abrupt change. Such a considered reduction reflects the fund's systematic approach to position sizing within its broad international equity mandate.

weight 0.950% → 0.930% (-0.020 pp)

Jun 15·now $702.99

price n/a

PQNT · Weight decrease · 2d

ZURICH INSURANCE GROUP AG shares recently approached their 52-week high, trading near CHF 420 in mid-May, before experiencing a modest but distinct pullback to approximately CHF 411 by May 21st. This recent negative price trajectory likely triggered a recalibration within PQNT's AI signals, specifically impacting momentum and short-term sentiment indicators for the Swiss financial giant. As Pictet Asset Management's AI combined these shifting signals with updated factor exposures, suggesting ZURN's valuation or fundamentals became less compelling relative to its developed-international peers, the fund initiated a measured reduction in its position. Consequently, the ETF's allocation to ZURN decreased from 0.9700% on May 20th to 0.9600% on May 21st and further to 0.9500% on May 22nd, reflecting a deliberate unwinding of exposure in response to the changed outlook within its periodically rebalanced ex-US developed market portfolio.

weight 0.970% → 0.950% (-0.020 pp)

May 22·now $702.99

price n/a
AIVInow 0.843% of fund13 signals

AIVI · Weight increase · 2d

ZURN, a financial sector component, recently traded near its 52-week lows, with its short-term return trajectory showing a modest decline, enhancing its valuation appeal. This positioning within the international developed markets aligned with AIVI's AI-driven strategy, which seeks out value stocks in this comparatively underserved corner of the ETF market. The AI system, managing a portfolio of around 100 international developed-market value stocks, responded by incrementally increasing ZURN's weight from 0.8144% on 2026-07-15 to 0.8427% by 2026-07-17. This consecutive increase indicates the AI algorithm identified Zurich Insurance Group AG as presenting an improved value opportunity, prompting a reallocation within its periodic rebalance window.

weight 0.814% → 0.843% (+0.028 pp)

Jul 17·now $702.99

price n/a

AIVI · Weight decrease · 2d

The AIVI fund significantly reduced its allocation to ZURN, a Swiss financial services company, from 1.3397% on July 2nd, 2026, to 0.8303% by July 6th, reflecting a distinct shift in the AI's assessment of its developed-international value characteristics. This initial rebalancing decision suggests the AI overlay, which guides selections within AIVI's value-factor pool, recalibrated ZURN's attractiveness, possibly indicating an increased price relative to its fundamental value metrics that diminished its appeal as a value investment. Following this adjustment, ZURN's allocation continued a downtrend, moving from 0.8349% on July 13th to 0.8144% by July 15th, underscoring a persistent signal from the AI management system that the stock's fit within the international value mandate was decreasing over time.

weight 0.835% → 0.814% (-0.021 pp)

Jul 15·now $702.99

price n/a

AIVI · Weight increase · 2d

Following a significant reduction in its AIVI ETF weight to 0.8303% on July 6, 2026, ZURN, a Swiss Financials company, experienced a consecutive increase in its allocation to 0.8321% and 0.8339% on July 7 and 8, respectively. This specific pattern suggests that at the post-rebalance lower price point, ZURN met the AI's developed-international value criteria more strongly for WisdomTree's managed fund. The prior allocation adjustment, characteristic of the ETF's periodic rebalancing, likely placed ZURN's valuation into a more compelling range for the AI's selection overlay. Within AIVI's portfolio of approximately 100 international developed-market value stocks, the AI determined that ZURN warranted incremental accumulation, reflecting its sustained appeal in the Financials sector at this price level.

weight 0.830% → 0.834% (+0.004 pp)

Jul 8·now $702.99

price n/a

AIVI · Weight decrease · 2d

WisdomTree’s AIVI, leveraging AI selection within its developed-international value-factor pool, made a distinct move regarding its position in ZURN, a Financials sector company, exhibiting a pattern of consecutive weight decreases. Given the ETF’s periodic rebalancing schedule and focused portfolio of around 100 international developed-market value stocks, the AI model likely identified shifts in ZURN's value characteristics or relative attractiveness over time. This continuous re-evaluation by the AI culminated in a significant adjustment, with the holding decreasing substantially from 1.3397% on July 2, 2026, to 0.8303% by July 6, demonstrating the algorithm's responsive management to maintain its international value mandate.

weight 1.341% → 0.830% (-0.511 pp)

Jul 6·now $702.99

price n/a

AIVI · Accumulation · 5d

The sequential increase in AIVI's weighting for ZURN, progressing from 1.2502% to 1.3414% over a two-week span, indicates a measured accumulation trend. This incremental buying, rather than a single large adjustment, aligns with an AI-driven strategy that periodically rebalances its portfolio of approximately 100 developed-international value stocks. Such a pattern suggests the AI model within this WisdomTree fund, focused on an international value factor pool, consistently identified ZURN (Zurich Insurance Group AG) within the Financials sector as meeting its specific selection criteria at prevailing market valuations. The AI overlay appears to be making a series of calibrated adjustments to capitalize on perceived value within this comparatively underserved developed-international segment, incrementally building exposure to ZURN rather than making a single, decisive move.

weight 1.250% → 1.341% (+0.091 pp)

Jul 1·now $702.99

price n/a

AIVI · Accumulation · 5d

With ZURN's valuation potentially sitting near the lower end of its 52-week price range or exhibiting a modest recent retreat, the stock likely presented an attractive entry point for AIVI. WisdomTree's AI, overseeing this developed-international value-factor ETF, identified the Financials sector company, ZURN, as fulfilling its quantitative value criteria. The fund's weight in ZURN progressively increased from 1.2461% on June 12 to 1.3117% by June 25, reflecting a calculated accumulation driven by the AI's ongoing assessment and AIVI's periodic, not daily, rebalancing schedule within its portfolio of approximately 100 international developed-market value stocks. This steady build-up highlights ZURN's continued appeal to the AI as a value opportunity in the international developed market space.

weight 1.246% → 1.312% (+0.066 pp)

Jun 25·now $702.99

price n/a

AIVI · Weight increase · 2d

AIVI has shown a pattern of consecutive weight increases for ZURN, gradually adjusting its allocation from 1.2502% on June 18 to 1.2776% by June 23. This methodical accumulation within the fund's periodic rebalancing schedule for international developed-market value stocks suggests that the AI selection method identified ZURN as presenting an increasingly favorable value proposition. Specifically, such a gradual increase indicates that while its share price might have remained relatively stable or experienced slight dips, the AI's value-factor models perceived ZURN, a financial sector entity, as deepening its intrinsic value appeal during this period, justifying a larger proportional holding. This tailored approach, focusing on identified opportunities within the comparatively underserved international value segment, aligns with WisdomTree’s strategy for AIVI.

weight 1.250% → 1.278% (+0.027 pp)

Jun 23·now $702.99

price n/a

AIVI · Weight increase · 2d

ZURN, a Financials sector company, saw its weight in AIVI increase from 1.2566% on June 15, 2026, to 1.2622% on June 16, 2026, aligning with the ETF's focus on international developed-market value stocks. This allocation shift by WisdomTree’s AI selection model suggests a re-evaluation of ZURN’s intrinsic worth. The AI likely perceived an enhanced value proposition for the stock at its prevailing market price during this specific timeframe. This measured adjustment, consistent with AIVI's periodic rebalancing approach rather than daily trading, indicates the system identified an improved risk-reward profile, prompting a slightly higher allocation to ZURN.

weight 1.246% → 1.262% (+0.016 pp)

Jun 16·now $702.99

price n/a

AIVI · Weight decrease · 2d

The detected weight reduction in ZURN from June 10th to June 12th, registering as consecutive decreases from 1.2612% to 1.2461%, represents a finely calibrated adjustment rather than a sharp rebalancing. This gradual, two-day cadence of subtle reductions within AIVI’s portfolio indicates the fund’s AI selection method is continuously evaluating the approximately 100 international developed-market value stocks. Given ZURN's position as a prominent Swiss financial institution, this small de-weighting suggests the AI might have detected a marginal shift, perhaps driven by recent share price movements that slightly diminished ZURN’s appeal within its value-factor pool. Consequently, AIVI, despite its periodic rebalancing schedule, applies its AI overlay to make these precise, measured shifts, reflecting a nuanced recalibration of conviction in specific holdings without necessitating a complete portfolio overhaul.

weight 1.261% → 1.246% (-0.015 pp)

Jun 12·now $702.99

price n/a

AIVI · Weight increase · 2d

weight 1.241% → 1.254% (+0.013 pp)

Jun 5·now $702.99

price n/a

AIVI · Weight decrease · 2d

May 8·entry $706.50·now $702.99

-0.50%
since May 8

AIVI · Weight increase · 2d

May 1·entry $698.07·now $702.99Fresh

+0.70%
since May 1

AIVI · Weight decrease · 2d

Apr 29·entry $688.31·now $702.99

+2.13%
since Apr 29

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.