Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2022
Top Holdings227 positions
MICROSOFT CORP | 1.6M | $420.2M | 6.2% | $156.33 | +58.66% | 14 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 3M | $404.2M | 6.0% | $90.59 | +47.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 131,989 | $287.6M | 4.3% | $67.85 | +59.08% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.9M | $202.3M | 3.0% | $152.08 | -30.16% | 14 qtrssince 2019-Q1 | Increased 85 |
UNITEDHEALTH GROUP INC | 341,720 | $175.5M | 2.6% | $257.78 | +83.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 821,426 | $145.8M | 2.2% | $155.64 | +1.13% | 6 qtrssince 2021-Q1 | Decreased 0 |
VISA INC | 691,896 | $136.2M | 2.0% | $178.62 | +6.69% | 14 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 1.9M | $119.9M | 1.8% | $54.64 | +1.74% | 2 qtrssince 2022-Q1 | Increased 58 |
BERKSHIRE HATHAWAY INC DEL | 410,887 | $112.2M | 1.7% | $352.91 | -22.64% | 2 qtrssince 2022-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 354,035 | $111.7M | 1.7% | $271.99 | +13.06% | 14 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORPORATION | 439,396 | $111.4M | 1.7% | $159.79 | +37.92% | 14 qtrssince 2019-Q1 | Increased 56 |
ADOBE SYSTEMS INCORPORATED | 297,021 | $108.7M | 1.6% | $376.01 | -2.00% | 14 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 641,694 | $103.5M | 1.5% | $199.14 | -19.80% | 14 qtrssince 2019-Q1 | Decreased 0 |
| 347,634 | $99.8M | 1.5% | $230.74 | +20.51% | 14 qtrssince 2019-Q1 | Decreased 0 | |
PEPSICO INC | 588,608 | $98.1M | 1.5% | $144.53 | +0.05% | 2 qtrssince 2022-Q1 | Increased 76 |
INTUIT | 253,294 | $97.6M | 1.4% | $291.05 | +30.55% | 14 qtrssince 2019-Q1 | Increased 52 |
LILLY ELI & CO | 292,666 | $94.9M | 1.4% | $275.70 | +13.60% | 2 qtrssince 2022-Q1 | Decreased 0 |
NORTHROP GRUMMAN CORP | 190,710 | $91.3M | 1.4% | $418.19 | +6.79% | 4 qtrssince 2021-Q3 | Increased 56 |
MERCK & CO INC | 973,835 | $88.8M | 1.3% | $71.61 | +12.19% | 3 qtrssince 2021-Q4 | Decreased 0 |
SALESFORCE INC | 536,701 | $88.6M | 1.3% | $173.31 | -2.74% | 14 qtrssince 2019-Q1 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $6.7B across 227 positions as of Q2 2022. Top holdings: MSFT (6.2%), AAPL (6.0%), GOOGL (4.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 46 new positions, 27 exits, 48 increased. Top move: AMZN (INCREASED, conviction 85). Portfolio: $6.7B across 227 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
Verify source filings on SEC EDGAR