Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2020
Top Holdings203 positions
Microsoft Corp. | 1.5M | $235.9M | 5.1% | $115.91 | +28.73% | 5 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 114,392 | $223M | 4.8% | $91.20 | +6.89% | 5 qtrssince 2019-Q1 | Increased 64 |
Apple Inc. | 787,930 | $200.4M | 4.3% | $45.40 | +35.09% | 5 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 1.2M | $197.7M | 4.2% | $182.27 | -9.36% | 5 qtrssince 2019-Q1 | Increased 67 |
Alphabet Inc. | 160,194 | $186.1M | 4.0% | $62.11 | -7.34% | 5 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.1M | $178.9M | 3.8% | $163.81 | -6.15% | 5 qtrssince 2019-Q1 | Increased 70 |
Adobe Inc | 492,654 | $156.8M | 3.4% | $313.32 | +1.62% | 5 qtrssince 2019-Q1 | Increased 88 |
PAYPAL HLDGS INC | 1.6M | $154M | 3.3% | $98.90 | -2.12% | 5 qtrssince 2019-Q1 | Increased 90 |
MasterCard Incorporated | 510,909 | $123.4M | 2.6% | $241.63 | -3.69% | 5 qtrssince 2019-Q1 | Increased 80 |
Thermo Fisher Scientific Inc | 430,047 | $122M | 2.6% | $305.50 | -8.78% | 5 qtrssince 2019-Q1 | Increased 57 |
SALESFORCE COM INC | 844,160 | $121.5M | 2.6% | $149.99 | -1.30% | 5 qtrssince 2019-Q1 | Increased 83 |
Johnson & Johnson | 900,706 | $118.1M | 2.5% | $115.92 | -5.37% | 5 qtrssince 2019-Q1 | Increased 59 |
UnitedHealth Group Inc. | 463,423 | $115.6M | 2.5% | $234.62 | -5.07% | 5 qtrssince 2019-Q1 | Increased 68 |
LAUDER ESTEE COS INC | 549,043 | $87.5M | 1.9% | $188.68 | -18.85% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 997,477 | $82.5M | 1.8% | $89.61 | -11.87% | 5 qtrssince 2019-Q1 | Decreased 0 |
Moodys Corp. | 371,474 | $78.6M | 1.7% | $208.32 | -3.87% | 2 qtrssince 2019-Q4 | Increased 76 |
Autodesk Inc | 484,143 | $75.6M | 1.6% | $155.91 | 0.00% | 1 qtr | New 68 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 390,905 | $74.4M | 1.6% | $172.33 | +7.76% | 5 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 927,102 | $73.2M | 1.6% | $72.09 | -2.93% | 5 qtrssince 2019-Q1 | Increased 66 |
Texas Instruments Inc. | 707,070 | $70.7M | 1.5% | $96.28 | -13.36% | 5 qtrssince 2019-Q1 | Increased 58 |
Zurich Insurance Group Ltd/FI manages $4.7B across 203 positions as of Q1 2020. Top holdings: MSFT (5.1%), AMZN (4.8%), AAPL (4.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 39 new positions, 58 exits, 75 increased. Top move: PYPL (INCREASED, conviction 90). Portfolio: $4.7B across 203 positions.
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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