Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2023
Top Holdings250 positions
APPLE INC | 3.3M | $545.8M | 6.8% | $103.63 | +56.57% | 17 qtrssince 2019-Q1 | Increased 71 |
MICROSOFT CORP | 1.8M | $506.7M | 6.4% | $161.59 | +73.59% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 3M | $315.9M | 4.0% | $71.36 | +43.99% | 17 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC | 933,438 | $197.8M | 2.5% | $185.48 | +13.18% | 17 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 362,370 | $171.3M | 2.1% | $285.25 | +54.35% | 17 qtrssince 2019-Q1 | Increased 56 |
VISA INC | 716,215 | $161.5M | 2.0% | $179.51 | +22.29% | 17 qtrssince 2019-Q1 | Increased 54 |
AMAZON COM INC | 1.5M | $158.6M | 2.0% | $144.06 | -28.30% | 17 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 506,885 | $140.8M | 1.8% | $27.69 | 0.00% | 1 qtr | New 69 |
EXXON MOBIL CORP | 1.2M | $134.8M | 1.7% | $82.65 | +19.61% | 4 qtrssince 2022-Q2 | Increased 49 |
MERCK & CO INC | 1.2M | $125.2M | 1.6% | $75.23 | +27.33% | 6 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 325,112 | $118.1M | 1.5% | $272.58 | +30.57% | 17 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 373,743 | $115.4M | 1.4% | $343.63 | -10.15% | 5 qtrssince 2022-Q1 | Decreased 0 |
SALESFORCE INC | 569,536 | $113.8M | 1.4% | $173.22 | +13.17% | 17 qtrssince 2019-Q1 | Increased 55 |
ADOBE INC | 285,497 | $110M | 1.4% | $366.32 | +4.25% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 817,196 | $106.5M | 1.3% | $122.63 | -1.97% | 10 qtrssince 2020-Q4 | Increased 47 |
STRYKER CORPORATION | 343,348 | $98M | 1.2% | $264.03 | +4.41% | 2 qtrssince 2022-Q4 | Increased 76 |
ANALOG DEVICES INC | 489,619 | $96.6M | 1.2% | $142.69 | +31.05% | 17 qtrssince 2019-Q1 | Increased 65 |
NETFLIX INC. | 260,275 | $89.9M | 1.1% | $30.58 | +12.99% | 2 qtrssince 2022-Q4 | Increased 58 |
WELLS FARGO & CO | 2.4M | $89.4M | 1.1% | $35.23 | -2.88% | 4 qtrssince 2022-Q2 | Increased 63 |
LINDE PLC | 244,976 | $87.1M | 1.1% | $339.28 | 0.00% | 1 qtr | New 68 |
Zurich Insurance Group Ltd/FI manages $8B across 250 positions as of Q1 2023. Top holdings: AAPL (6.8%), MSFT (6.4%), GOOGL (4.0%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 51 new positions, 26 exits, 58 increased. Top move: SYK (INCREASED, conviction 76). Portfolio: $8.0B across 250 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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