Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2023
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.3M | $545.8M | 6.8% | $125.35 | +29.44% | 17 qtrssince 2019-Q1 | Increased 71 |
MICROSOFT CORP | 1.8M | $506.7M | 6.4% | $163.58 | +70.02% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $315.9M | 4.0% | $95.17 | +5.21% | 17 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 933,438 | $197.8M | 2.5% | $185.36 | +11.35% | 17 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 362,370 | $171.3M | 2.1% | $291.37 | +53.27% | 17 qtrssince 2019-Q1 | Increased 56 |
VISA INC-CLASS A SHARES | 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% | $110.89 | -8.02% | 17 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 506,885 | $140.8M | 1.8% | $27.36 | 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% | $77.11 | +26.24% | 6 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 325,112 | $118.1M | 1.5% | $277.27 | +27.33% | 17 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 373,743 | $115.4M | 1.4% | $347.34 | -12.17% | 5 qtrssince 2022-Q1 | Decreased 0 |
SALESFORCE.COM INC | 569,536 | $113.8M | 1.4% | $176.09 | +10.31% | 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% | $123.87 | -3.19% | 10 qtrssince 2020-Q4 | Increased 47 |
STRYKER CORP | 343,348 | $98M | 1.2% | $263.00 | +3.96% | 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% | $30.42 | +11.22% | 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer