Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2019
Top Holdings413 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 915,167 | $173.8M | 3.7% | $45.22 | 0.00% | 1 qtr | New 84 |
MICROSOFT CORP | 1.4M | $162.5M | 3.5% | $110.82 | 0.00% | 1 qtr | New 84 |
AMAZON.COM INC | 72,082 | $128.4M | 2.7% | $89.04 | 0.00% | 1 qtr | New 78 |
ALPHABET INC-CL A | 79,021 | $93M | 2.0% | $58.40 | 0.00% | 1 qtr | New 68 |
META PLATFORMS INC-CLASS A | 491,538 | $81.9M | 1.7% | $165.53 | 0.00% | 1 qtr | New 68 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 423,131 | $76M | 1.6% | $172.26 | 0.00% | 1 qtr | New 68 |
JPMORGAN CHASE & CO | 746,470 | $75.6M | 1.6% | $83.49 | 0.00% | 1 qtr | New 68 |
JOHNSON & JOHNSON | 482,181 | $67.4M | 1.4% | $115.59 | 0.00% | 1 qtr | New 68 |
EXXON MOBIL CORP | 757,128 | $61.2M | 1.3% | $58.62 | 0.00% | 1 qtr | New 67 |
VISA INC-CLASS A SHARES | 391,040 | $61.1M | 1.3% | $148.12 | 0.00% | 1 qtr | New 67 |
| 344,410 | $60.3M | 1.3% | $159.24 | 0.00% | 1 qtr | New 67 | |
BANK OF AMERICA CORP | 2.1M | $56.6M | 1.2% | $23.15 | 0.00% | 1 qtr | New 67 |
MERCK & CO. INC. | 657,004 | $54.6M | 1.2% | $64.32 | 0.00% | 1 qtr | New 67 |
PROCTER & GAMBLE CO/THE | 481,279 | $50.1M | 1.1% | $85.93 | 0.00% | 1 qtr | New 67 |
VERIZON COMMUNICATIONS INC | 826,630 | $48.9M | 1.0% | $40.01 | 0.00% | 1 qtr | New 67 |
INTEL CORP | 880,721 | $47.3M | 1.0% | $46.51 | 0.00% | 1 qtr | New 67 |
PFIZER INC | 1.1M | $46.2M | 1.0% | $28.06 | 0.00% | 1 qtr | New 57 |
CHEVRON CORP | 370,681 | $45.7M | 1.0% | $89.78 | 0.00% | 1 qtr | New 57 |
MCDONALDS CORP | 225,048 | $42.7M | 0.9% | $162.42 | 0.00% | 1 qtr | New 57 |
HOME DEPOT INC | 217,666 | $41.8M | 0.9% | $162.77 | 0.00% | 1 qtr | New 57 |
Zurich Insurance Group Ltd/FI manages $4.7B across 413 positions as of Q1 2019. Top holdings: AAPL (3.7%), MSFT (3.5%), AMZN (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 413 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 84). Portfolio: $4.7B across 413 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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