Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2020
Top Holdings179 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $302.5M | 5.1% | $116.59 | +62.50% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 103,894 | $286.6M | 4.9% | $91.27 | +46.83% | 6 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $262.4M | 4.5% | $182.22 | +20.25% | 6 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 700,388 | $255.5M | 4.3% | $45.40 | +94.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 165,933 | $235.3M | 4.0% | $62.50 | +10.92% | 6 qtrssince 2019-Q1 | Increased 58 |
PAYPAL HOLDINGS INC | 1.2M | $215.4M | 3.7% | $98.90 | +69.82% | 6 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 942,666 | $176.6M | 3.0% | $153.25 | +18.19% | 6 qtrssince 2019-Q1 | Increased 58 |
ADOBE INC | 395,506 | $172.2M | 2.9% | $313.32 | +35.39% | 6 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 882,413 | $170.5M | 2.9% | $163.81 | +12.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 552,855 | $163.5M | 2.8% | $250.12 | +13.39% | 6 qtrssince 2019-Q1 | Increased 56 |
THERMO FISHER SCIENTIFIC INC | 420,947 | $152.5M | 2.6% | $306.59 | +12.82% | 6 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 601,874 | $144M | 2.4% | $170.83 | +35.91% | 2 qtrssince 2020-Q1 | Increased 63 |
UNITEDHEALTH GROUP INC | 457,097 | $134.8M | 2.3% | $239.70 | +10.57% | 6 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 283,703 | $129.1M | 2.2% | $40.30 | +10.96% | 6 qtrssince 2019-Q1 | Increased 83 |
MOODY'S CORP | 427,023 | $117.3M | 2.0% | $215.13 | +21.18% | 3 qtrssince 2019-Q4 | Increased 54 |
NIKE INC -CL B | 1.2M | $115.6M | 2.0% | $89.50 | -0.67% | 6 qtrssince 2019-Q1 | Increased 56 |
S&P GLOBAL INC | 336,577 | $110.9M | 1.9% | $245.46 | +25.08% | 6 qtrssince 2019-Q1 | Increased 57 |
INTUITIVE SURGICAL INC | 193,227 | $110.1M | 1.9% | $186.98 | -1.28% | 6 qtrssince 2019-Q1 | Increased 76 |
INTERCONTINENTALEXCHANGE GRO COM | 1.2M | $109.4M | 1.9% | $83.10 | +1.45% | 6 qtrssince 2019-Q1 | Increased 74 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 436,506 | $107.8M | 1.8% | $178.90 | +31.49% | 6 qtrssince 2019-Q1 | Increased 53 |
Zurich Insurance Group Ltd/FI manages $5.9B across 179 positions as of Q2 2020. Top holdings: MSFT (5.1%), AMZN (4.9%), META (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 21 new positions, 45 exits, 58 increased. Top move: NFLX (INCREASED, conviction 83). Portfolio: $5.9B across 179 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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