Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2024
Top Holdings237 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $720.8M | 6.6% | $181.01 | +129.44% | 21 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 2.8M | $483M | 4.4% | $131.85 | +28.65% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.7M | $479.1M | 4.4% | $118.47 | +52.25% | 21 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 513,332 | $463.8M | 4.2% | $33.69 | +168.04% | 5 qtrssince 2023-Q1 | Increased 62 |
ALPHABET INC-CL A | 3M | $452.9M | 4.1% | $98.58 | +51.96% | 21 qtrssince 2019-Q1 | Increased 58 |
META PLATFORMS INC-CLASS A | 765,146 | $371.5M | 3.4% | $188.82 | +155.65% | 21 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $221M | 2.0% | $157.48 | +21.85% | 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-CLASS A SHARES | 583,343 | $162.8M | 1.5% | $179.84 | +52.29% | 21 qtrssince 2019-Q1 | Increased 48 |
CRH PLC | 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 INC - A | 290,836 | $140.1M | 1.3% | $297.72 | +59.91% | 21 qtrssince 2019-Q1 | Increased 49 |
ORACLE CORP | 1M | $131.4M | 1.2% | $103.33 | +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 | 2.2M | $130.3M | 1.2% | $38.03 | +43.98% | 8 qtrssince 2022-Q2 | Increased 48 |
BROADCOM INC | 96,227 | $127.5M | 1.2% | $70.73 | +83.35% | 14 qtrssince 2020-Q4 | Decreased 0 |
DANAHER CORP | 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% | $540.83 | +6.87% | 2 qtrssince 2023-Q4 | Increased 62 |
CORE & MAIN INC-CLASS 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer