Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2021
Top Holdings223 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.6M | $426.5M | 5.3% | $128.56 | +103.51% | 10 qtrssince 2019-Q1 | Increased 63 |
ALPHABET INC-CL A | 160,639 | $392.2M | 4.9% | $64.72 | +87.50% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.8M | $383.3M | 4.8% | $101.55 | +31.35% | 10 qtrssince 2019-Q1 | Increased 72 |
AMAZON.COM INC | 108,064 | $371.8M | 4.6% | $151.43 | +13.85% | 10 qtrssince 2019-Q1 | Increased 62 |
META PLATFORMS INC-CLASS A | 949,347 | $330.1M | 4.1% | $188.50 | +85.38% | 10 qtrssince 2019-Q1 | Increased 57 |
ADOBE INC | 356,097 | $208.5M | 2.6% | $353.56 | +67.09% | 10 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 254,251 | $203.4M | 2.5% | $10.13 | +97.18% | 10 qtrssince 2019-Q1 | Increased 59 |
PAYPAL HOLDINGS INC | 630,919 | $183.9M | 2.3% | $101.73 | +187.11% | 10 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 781,848 | $182.8M | 2.3% | $168.13 | +33.72% | 10 qtrssince 2019-Q1 | Increased 54 |
UNITEDHEALTH GROUP INC | 449,936 | $180.2M | 2.2% | $249.73 | +48.00% | 10 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 465,095 | $169.8M | 2.1% | $253.32 | +41.35% | 10 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 664,856 | $162.4M | 2.0% | $167.54 | +44.96% | 10 qtrssince 2019-Q1 | Increased 57 |
NETFLIX INC | 288,147 | $152.2M | 1.9% | $42.03 | +26.93% | 10 qtrssince 2019-Q1 | Increased 54 |
NIKE INC -CL B | 948,462 | $146.5M | 1.8% | $98.73 | +47.69% | 10 qtrssince 2019-Q1 | Increased 57 |
INTUIT INC | 296,476 | $145.3M | 1.8% | $264.52 | +80.25% | 10 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 534,559 | $143.5M | 1.8% | $143.20 | +64.34% | 10 qtrssince 2019-Q1 | Increased 50 |
TEXAS INSTRUMENTS INC | 734,963 | $141.3M | 1.8% | $107.03 | +55.07% | 10 qtrssince 2019-Q1 | Increased 49 |
AUTODESK INC | 442,648 | $129.2M | 1.6% | $182.03 | +63.57% | 6 qtrssince 2020-Q1 | Decreased 0 |
AMERICAN TOWER CORP | 466,983 | $126.2M | 1.6% | $213.22 | +8.37% | 10 qtrssince 2019-Q1 | Increased 75 |
GOLDMAN SACHS GROUP INC | 316,824 | $120.2M | 1.5% | $255.14 | +30.64% | 3 qtrssince 2020-Q4 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $8B across 223 positions as of Q2 2021. Top holdings: MSFT (5.3%), GOOGL (4.9%), AAPL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 58 new positions, 40 exits, 50 increased. Top move: AMT (INCREASED, conviction 75). Portfolio: $8.0B across 223 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