Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2025
Top Holdings253 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.4M | $748.4M | 6.1% | $149.88 | +47.30% | 25 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 1.9M | $694.8M | 5.6% | $223.18 | +68.82% | 25 qtrssince 2019-Q1 | Increased 72 |
NVIDIA CORP | 5.3M | $577M | 4.7% | $115.34 | -4.93% | 9 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.9M | $454M | 3.7% | $106.54 | +44.46% | 25 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 2.2M | $413.2M | 3.3% | $139.00 | +38.65% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 652,529 | $376.1M | 3.0% | $196.14 | +193.38% | 25 qtrssince 2019-Q1 | Increased 58 |
BROADCOM INC | 1.2M | $199M | 1.6% | $165.09 | +1.83% | 18 qtrssince 2020-Q4 | Decreased 0 |
ELI LILLY & CO | 225,533 | $186.3M | 1.5% | $510.87 | +59.98% | 13 qtrssince 2022-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 529,974 | $185.7M | 1.5% | $232.30 | +49.16% | 25 qtrssince 2019-Q1 | Increased 59 |
NETFLIX INC | 196,182 | $182.9M | 1.5% | $39.31 | +137.59% | 10 qtrssince 2022-Q4 | Decreased 0 |
TESLA INC | 653,983 | $169.5M | 1.4% | $305.79 | -13.81% | 3 qtrssince 2024-Q3 | Increased 49 |
WALMART INC | 1.9M | $168.2M | 1.4% | $65.05 | +30.01% | 9 qtrssince 2023-Q1 | Decreased 0 |
MASTERCARD INC - A | 296,828 | $162.7M | 1.3% | $330.22 | +62.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 653,367 | $160.3M | 1.3% | $189.83 | +25.36% | 18 qtrssince 2020-Q4 | Increased 64 |
BERKSHIRE HATHAWAY INC-CL B | 293,372 | $156.2M | 1.3% | $448.91 | +17.24% | 13 qtrssince 2022-Q1 | Increased 72 |
ABBOTT LABORATORIES | 1.1M | $148M | 1.2% | $128.13 | +0.27% | 5 qtrssince 2024-Q1 | Increased 77 |
CISCO SYSTEMS INC | 2.3M | $140.1M | 1.1% | $58.13 | +2.69% | 17 qtrssince 2021-Q1 | Increased 77 |
BOSTON SCIENTIFIC CORP | 1.4M | $139.3M | 1.1% | $74.37 | +33.60% | 5 qtrssince 2024-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 840,119 | $133.4M | 1.1% | $115.23 | +31.20% | 3 qtrssince 2024-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 788,586 | $130.8M | 1.1% | $155.18 | +3.18% | 17 qtrssince 2021-Q1 | Increased 70 |
Zurich Insurance Group Ltd/FI manages $12.3B across 253 positions as of Q1 2025. Top holdings: AAPL (6.1%), MSFT (5.6%), NVDA (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 70 new positions, 50 exits, 51 increased. Top move: ABT (INCREASED, conviction 77). Portfolio: $12.3B across 253 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