Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2022
Top Holdings208 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.2M | $552.1M | 6.8% | $117.98 | +44.75% | 13 qtrssince 2019-Q1 | Increased 77 |
MICROSOFT CORP | 1.6M | $498.5M | 6.2% | $156.99 | +93.84% | 13 qtrssince 2019-Q1 | Increased 72 |
ALPHABET INC-CL A | 151,587 | $421.6M | 5.2% | $68.02 | +107.09% | 13 qtrssince 2019-Q1 | Increased 63 |
AMAZON.COM INC | 110,036 | $358.7M | 4.4% | $151.91 | +9.47% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 377,943 | $192.7M | 2.4% | $263.64 | +85.20% | 13 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 857,266 | $190.6M | 2.4% | $199.36 | +13.50% | 13 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 508,657 | $179.5M | 2.2% | $357.61 | 0.00% | 1 qtr | New 79 |
JOHNSON & JOHNSON | 954,225 | $169.1M | 2.1% | $160.23 | +0.33% | 5 qtrssince 2021-Q1 | Increased 84 |
VISA INC-CLASS A SHARES | 725,593 | $160.9M | 2.0% | $178.62 | +19.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 410,752 | $146.8M | 1.8% | $276.84 | +27.80% | 13 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 303,376 | $138.2M | 1.7% | $376.01 | +22.35% | 13 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 671,897 | $123.3M | 1.5% | $113.50 | +42.11% | 13 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 405,516 | $116.1M | 1.4% | $275.70 | 0.00% | 1 qtr | New 69 |
SALESFORCE.COM INC | 543,248 | $115.3M | 1.4% | $173.31 | +22.53% | 13 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 995,934 | $115.2M | 1.4% | $132.33 | -54.30% | 13 qtrssince 2019-Q1 | Increased 52 |
| 347,783 | $111.7M | 1.4% | $230.74 | +34.17% | 13 qtrssince 2019-Q1 | Increased 74 | |
DEERE AND CO | 268,433 | $111.5M | 1.4% | $392.37 | 0.00% | 1 qtr | New 69 |
INTUIT INC | 230,391 | $110.8M | 1.4% | $282.21 | +62.85% | 13 qtrssince 2019-Q1 | Increased 52 |
DANAHER CORP | 371,598 | $109M | 1.3% | $148.74 | +74.08% | 13 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 288,269 | $108M | 1.3% | $44.53 | -14.33% | 13 qtrssince 2019-Q1 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $8.1B across 208 positions as of Q1 2022. Top holdings: AAPL (6.8%), MSFT (6.2%), GOOGL (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 26 new positions, 26 exits, 44 increased. Top move: JNJ (INCREASED, conviction 84). Portfolio: $8.1B across 208 positions.
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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