Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2021
Top Holdings205 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $358.5M | 5.1% | $123.85 | +80.04% | 9 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL A | 162,745 | $335.7M | 4.8% | $64.72 | +56.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 99,030 | $306.4M | 4.4% | $149.52 | +2.17% | 9 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 937,363 | $276.1M | 4.0% | $186.44 | +53.40% | 9 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 2.2M | $263.3M | 3.8% | $92.05 | +29.02% | 9 qtrssince 2019-Q1 | Increased 56 |
MASTERCARD INC - A | 503,806 | $179.4M | 2.6% | $253.32 | +37.43% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 459,285 | $170.9M | 2.4% | $249.73 | +38.37% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 760,177 | $161M | 2.3% | $166.51 | +22.08% | 9 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 320,983 | $152.6M | 2.2% | $327.61 | +42.08% | 9 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 621,682 | $151M | 2.2% | $98.90 | +138.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 711,602 | $134.5M | 1.9% | $105.10 | +54.36% | 9 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 252,931 | $131.9M | 1.9% | $40.45 | +26.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 608,522 | $128.9M | 1.8% | $160.57 | +29.22% | 9 qtrssince 2019-Q1 | Increased 55 |
AUTODESK INC | 456,359 | $126.5M | 1.8% | $182.03 | +47.47% | 5 qtrssince 2020-Q1 | Decreased 0 |
CATERPILLAR INC | 529,614 | $122.8M | 1.8% | $210.68 | 0.00% | 1 qtr | New 69 |
S&P GLOBAL INC | 347,550 | $122.6M | 1.8% | $282.68 | +20.00% | 9 qtrssince 2019-Q1 | Increased 70 |
GOLDMAN SACHS GROUP INC | 372,033 | $121.7M | 1.7% | $255.14 | +16.01% | 2 qtrssince 2020-Q4 | Increased 68 |
NVIDIA CORP | 226,225 | $120.8M | 1.7% | $8.91 | +44.06% | 9 qtrssince 2019-Q1 | Increased 75 |
BOOKING HOLDINGS INC | 51,767 | $120.6M | 1.7% | $79.26 | +15.14% | 9 qtrssince 2019-Q1 | Increased 69 |
INTUIT INC | 300,319 | $115M | 1.6% | $264.52 | +36.86% | 9 qtrssince 2019-Q1 | Increased 51 |
Zurich Insurance Group Ltd/FI manages $7B across 205 positions as of Q1 2021. Top holdings: MSFT (5.1%), GOOGL (4.8%), AMZN (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 37 new positions, 32 exits, 39 increased. Top move: NVDA (INCREASED, conviction 75). Portfolio: $7.0B across 205 positions.
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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