Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2022
Top Holdings227 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.6M | $420.2M | 6.2% | $158.11 | +59.97% | 14 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 3M | $404.2M | 6.0% | $117.98 | +13.51% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 131,989 | $287.6M | 4.3% | $68.02 | +62.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.9M | $202.3M | 3.0% | $111.40 | -2.23% | 14 qtrssince 2019-Q1 | Increased 85 |
UNITEDHEALTH GROUP INC | 341,720 | $175.5M | 2.6% | $263.64 | +84.03% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 821,426 | $145.8M | 2.2% | $160.23 | -0.49% | 6 qtrssince 2021-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 691,896 | $136.2M | 2.0% | $178.62 | +6.69% | 14 qtrssince 2019-Q1 | Decreased 0 |
COCA-COLA CO/THE | 1.9M | $119.9M | 1.8% | $55.81 | +1.24% | 2 qtrssince 2022-Q1 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 410,887 | $112.2M | 1.7% | $357.61 | -23.52% | 2 qtrssince 2022-Q1 | Decreased 0 |
MASTERCARD INC - A | 354,035 | $111.7M | 1.7% | $276.84 | +13.97% | 14 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 439,396 | $111.4M | 1.7% | $159.79 | +37.92% | 14 qtrssince 2019-Q1 | Increased 56 |
ADOBE INC | 297,021 | $108.7M | 1.6% | $376.01 | -2.00% | 14 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 641,694 | $103.5M | 1.5% | $199.36 | -18.34% | 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% | $149.09 | -0.01% | 2 qtrssince 2022-Q1 | Increased 76 |
INTUIT INC | 253,294 | $97.6M | 1.4% | $291.05 | +30.55% | 14 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & 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% | $425.46 | +2.53% | 4 qtrssince 2021-Q3 | Increased 56 |
MERCK & CO. INC. | 973,835 | $88.8M | 1.3% | $73.41 | +13.34% | 3 qtrssince 2021-Q4 | Decreased 0 |
SALESFORCE.COM 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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