Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2024
Top Holdings237 positions
Microsoft Corp. | 1.7M | $720.8M | 6.6% | $179.22 | +130.27% | 21 qtrssince 2019-Q1 | Increased 64 |
Apple Inc. | 2.8M | $483M | 4.4% | $112.28 | +51.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 2.7M | $479.1M | 4.4% | $138.05 | +30.67% | 21 qtrssince 2019-Q1 | Increased 57 |
NVIDIA Corp. | 513,332 | $463.8M | 4.2% | $34.02 | +164.83% | 5 qtrssince 2023-Q1 | Increased 62 |
Alphabet Inc. | 3M | $452.9M | 4.1% | $77.80 | +92.17% | 21 qtrssince 2019-Q1 | Increased 58 |
Meta Platforms Inc | 765,146 | $371.5M | 3.4% | $188.91 | +154.87% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.1M | $221M | 2.0% | $156.07 | +21.77% | 14 qtrssince 2020-Q4 | Increased 83 |
EXXON MOBIL CORP | 1.8M | $205.9M | 1.9% | $104.03 | +4.50% | 8 qtrssince 2022-Q2 | Increased 78 |
Eli Lilly & Co. | 234,898 | $182.7M | 1.7% | $374.95 | +103.98% | 9 qtrssince 2022-Q1 | Increased 49 |
Visa Inc | 583,343 | $162.8M | 1.5% | $179.84 | +52.29% | 21 qtrssince 2019-Q1 | Increased 48 |
CRH PLC ORD | 1.8M | $152.3M | 1.4% | $55.78 | +49.94% | 3 qtrssince 2023-Q3 | Increased 55 |
SALESFORCE COM INC | 483,651 | $145.7M | 1.3% | $178.42 | +66.99% | 21 qtrssince 2019-Q1 | Increased 49 |
MasterCard Incorporated | 290,836 | $140.1M | 1.3% | $294.32 | +61.21% | 21 qtrssince 2019-Q1 | Increased 49 |
Oracle Corp. | 1M | $131.4M | 1.2% | $102.61 | +19.06% | 3 qtrssince 2023-Q3 | Increased 48 |
AbbVie Inc. | 719,135 | $131M | 1.2% | $151.71 | +10.34% | 3 qtrssince 2023-Q3 | Increased 77 |
WELLS FARGO CO NEW | 2.2M | $130.3M | 1.2% | $38.03 | +43.98% | 8 qtrssince 2022-Q2 | Increased 48 |
Broadcom Inc | 96,227 | $127.5M | 1.2% | $70.60 | +83.35% | 14 qtrssince 2020-Q4 | Decreased 0 |
Danaher Corporation | 504,594 | $126M | 1.2% | $226.38 | +9.27% | 21 qtrssince 2019-Q1 | Increased 63 |
Thermo Fisher Scientific Inc | 216,199 | $125.7M | 1.1% | $539.34 | +6.87% | 2 qtrssince 2023-Q4 | Increased 62 |
CORE & MAIN INC CL A | 2.2M | $125.2M | 1.1% | $37.86 | +51.20% | 4 qtrssince 2023-Q2 | Increased 52 |
Zurich Insurance Group Ltd/FI manages $10.9B across 237 positions as of Q1 2024. Top holdings: MSFT (6.6%), AAPL (4.4%), AMZN (4.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 57 new positions, 57 exits, 62 increased. Top move: JPM (INCREASED, conviction 83). Portfolio: $10.9B across 237 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
Verify source filings on SEC EDGAR