Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2020
Top Holdings203 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $235.9M | 5.1% | $116.59 | +30.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 114,392 | $223M | 4.8% | $91.27 | +7.59% | 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-CLASS A | 1.2M | $197.7M | 4.2% | $182.22 | -9.56% | 5 qtrssince 2019-Q1 | Increased 67 |
ALPHABET INC-CL A | 160,194 | $186.1M | 4.0% | $62.26 | -8.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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 HOLDINGS INC | 1.6M | $154M | 3.3% | $98.90 | -2.12% | 5 qtrssince 2019-Q1 | Increased 90 |
MASTERCARD INC - A | 510,909 | $123.4M | 2.6% | $247.37 | -1.03% | 5 qtrssince 2019-Q1 | Increased 80 |
THERMO FISHER SCIENTIFIC INC | 430,047 | $122M | 2.6% | $306.59 | -8.42% | 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% | $117.83 | -4.05% | 5 qtrssince 2019-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 463,423 | $115.6M | 2.5% | $239.70 | -4.52% | 5 qtrssince 2019-Q1 | Increased 68 |
ESTEE LAUDER COMPANIES-CL A | 549,043 | $87.5M | 1.9% | $188.68 | -18.85% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 997,477 | $82.5M | 1.8% | $89.61 | -11.87% | 5 qtrssince 2019-Q1 | Decreased 0 |
MOODY'S 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 CL USD INC | 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: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 39 new positions, 58 exits, 75 increased. Top move: PYPL (INCREASED, conviction 90). Portfolio: $4.7B across 203 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