Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q1 2026
Top Holdings327 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.8M | $839.8M | 6.6% | $120.82 | +49.02% | 13 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 3M | $766.3M | 6.0% | $168.42 | +50.42% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $618.7M | 4.9% | $130.52 | +132.58% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $536.1M | 4.2% | $223.18 | +80.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.8M | $370.5M | 2.9% | $152.83 | +36.58% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 884,159 | $273.7M | 2.2% | $175.88 | +78.44% | 22 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 397,692 | $227.5M | 1.8% | $220.57 | +197.00% | 29 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 459,933 | $171M | 1.3% | $310.91 | +26.22% | 7 qtrssince 2024-Q3 | Decreased 0 |
ELI LILLY & CO | 170,467 | $156.8M | 1.2% | $654.79 | +40.03% | 17 qtrssince 2022-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 497,751 | $146.4M | 1.2% | $193.82 | +54.92% | 22 qtrssince 2020-Q4 | Increased 49 |
EXXON MOBIL CORP | 813,402 | $138M | 1.1% | $108.31 | +40.18% | 16 qtrssince 2022-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 531,632 | $130M | 1.0% | $176.20 | +40.04% | 21 qtrssince 2021-Q1 | Decreased 0 |
NETFLIX INC | 1.3M | $129.1M | 1.0% | $88.11 | +10.88% | 14 qtrssince 2022-Q4 | Increased 65 |
ASTRAZENECA PLC | 657,228 | $127.5M | 1.0% | $197.22 | 0.00% | 1 qtr | New 69 |
BERKSHIRE HATHAWAY INC-CL B | 245,420 | $117.6M | 0.9% | $468.73 | +2.69% | 17 qtrssince 2022-Q1 | Increased 47 |
MERCK & CO. INC. | 967,598 | $116.4M | 0.9% | $112.30 | +6.71% | 2 qtrssince 2025-Q4 | Increased 65 |
COSTCO WHOLESALE CORP | 114,906 | $114.5M | 0.9% | $993.41 | 0.00% | 1 qtr | New 59 |
VISA INC-CLASS A SHARES | 363,922 | $110M | 0.9% | $269.26 | +11.81% | 29 qtrssince 2019-Q1 | Decreased 0 |
TOTALENERGIES SE | 1.2M | $107.4M | 0.8% | $72.16 | +8.57% | 2 qtrssince 2025-Q4 | Increased 68 |
NEXTERA ENERGY INC | 1.1M | $104.3M | 0.8% | — | — | — | — |
Zurich Insurance Group Ltd/FI manages $12.7B across 327 positions as of Q1 2026. Top holdings: NVDA (6.6%), AAPL (6.0%), GOOGL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 71 new positions, 35 exits, 53 increased. Top move: AZN (NEW, conviction 69). Portfolio: $12.7B across 327 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
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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