Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2026
Top Holdings323 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.8M | $965.3M | 6.7% | $120.96 | +73.33% | 14 qtrssince 2023-Q1 | Increased 62 |
APPLE INC | 2.9M | $843.5M | 5.9% | $168.42 | +86.11% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $786.5M | 5.5% | $135.62 | +152.18% | 30 qtrssince 2019-Q1 | Increased 63 |
AMAZON.COM INC | 2M | $469.8M | 3.3% | $161.16 | +61.50% | 30 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 1.2M | $448.9M | 3.1% | $220.75 | +124.86% | 30 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 888,007 | $335.4M | 2.3% | $175.65 | +102.44% | 23 qtrssince 2020-Q4 | Increased 53 |
ADVANCED MICRO DEVICES | 434,374 | $252.3M | 1.8% | $280.51 | +71.45% | 5 qtrssince 2025-Q2 | Increased 65 |
ELI LILLY & CO | 205,905 | $247M | 1.7% | $748.23 | +58.96% | 18 qtrssince 2022-Q1 | Increased 58 |
MICRON TECHNOLOGY INC | 206,118 | $237.9M | 1.7% | $367.12 | +155.61% | 4 qtrssince 2025-Q3 | Increased 60 |
META PLATFORMS INC-CLASS A | 413,869 | $233.1M | 1.6% | $233.96 | +146.25% | 30 qtrssince 2019-Q1 | Increased 50 |
TESLA INC | 472,304 | $198.7M | 1.4% | $313.78 | +10.21% | 8 qtrssince 2024-Q3 | Increased 49 |
INTEL CORP | 1.3M | $176.7M | 1.2% | $88.74 | -0.57% | 2 qtrssince 2026-Q1 | Increased 75 |
JPMORGAN CHASE & CO | 538,373 | $176.2M | 1.2% | $203.78 | +74.94% | 23 qtrssince 2020-Q4 | Increased 52 |
WALMART INC | 1.4M | $162.8M | 1.1% | $95.56 | +9.19% | 14 qtrssince 2023-Q1 | Increased 72 |
CITIGROUP INC | 1.1M | $148.3M | 1.0% | $107.43 | +24.33% | 7 qtrssince 2024-Q4 | Increased 58 |
CATERPILLAR INC | 138,646 | $147.6M | 1.0% | $502.79 | +63.48% | 5 qtrssince 2025-Q2 | Increased 55 |
TEXAS INSTRUMENTS INC | 493,237 | $147M | 1.0% | $284.19 | -7.89% | 2 qtrssince 2026-Q1 | Increased 77 |
LAM RESEARCH CORP COM NEW | 337,778 | $146.4M | 1.0% | $136.68 | +128.91% | 7 qtrssince 2024-Q4 | Decreased 0 |
KLA CORP | 460,545 | $139M | 1.0% | $282.60 | -34.95% | 23 qtrssince 2020-Q4 | Increased 69 |
JOHNSON & JOHNSON | 544,175 | $138.2M | 1.0% | $176.40 | +53.06% | 22 qtrssince 2021-Q1 | Increased 44 |
Zurich Insurance Group Ltd/FI manages $14.4B across 323 positions as of Q2 2026. Top holdings: NVDA (6.7%), AAPL (5.9%), GOOGL (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 75 new positions, 79 exits, 89 increased. Top move: TXN (INCREASED, conviction 77). Portfolio: $14.4B across 323 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR