Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2023
Top Holdings240 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.7M | $712.5M | 7.4% | $131.85 | +44.95% | 18 qtrssince 2019-Q1 | Increased 68 |
MICROSOFT CORP | 1.8M | $626.2M | 6.5% | $170.87 | +92.40% | 18 qtrssince 2019-Q1 | Increased 64 |
ALPHABET INC-CL A | 3.4M | $405.8M | 4.2% | $97.51 | +21.22% | 18 qtrssince 2019-Q1 | Increased 64 |
AMAZON.COM INC | 2.6M | $335.2M | 3.5% | $117.75 | +8.62% | 18 qtrssince 2019-Q1 | Increased 84 |
META PLATFORMS INC-CLASS A | 921,669 | $264.5M | 2.7% | $185.36 | +50.83% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 543,484 | $229.9M | 2.4% | $28.26 | +44.32% | 2 qtrssince 2023-Q1 | Increased 56 |
ELI LILLY & CO | 393,465 | $184.5M | 1.9% | $365.22 | +25.52% | 6 qtrssince 2022-Q1 | Increased 69 |
BERKSHIRE HATHAWAY INC-CL B | 451,528 | $154M | 1.6% | $345.55 | -2.50% | 6 qtrssince 2022-Q1 | Increased 57 |
VISA INC-CLASS A SHARES | 639,771 | $151.9M | 1.6% | $179.51 | +29.07% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 377,018 | $148.3M | 1.5% | $291.63 | +30.84% | 18 qtrssince 2019-Q1 | Increased 55 |
NETFLIX INC | 330,727 | $145.7M | 1.5% | $33.07 | +29.50% | 3 qtrssince 2022-Q4 | Increased 59 |
JPMORGAN CHASE & CO | 945,832 | $137.6M | 1.4% | $125.33 | +7.43% | 11 qtrssince 2020-Q4 | Increased 55 |
MERCK & CO. INC. | 1.2M | $134.2M | 1.4% | $77.11 | +36.23% | 7 qtrssince 2021-Q4 | Decreased 0 |
STRYKER CORP | 420,596 | $128.3M | 1.3% | $268.81 | +9.61% | 3 qtrssince 2022-Q4 | Increased 57 |
WALMART INC | 813,056 | $127.8M | 1.3% | $49.92 | +0.10% | 2 qtrssince 2023-Q1 | Increased 77 |
TESLA INC | 486,833 | $127.4M | 1.3% | $213.19 | +20.78% | 2 qtrssince 2023-Q1 | Increased 63 |
UNITEDHEALTH GROUP INC | 261,732 | $125.8M | 1.3% | $291.37 | +55.98% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 136,054 | $118M | 1.2% | $68.51 | +21.89% | 11 qtrssince 2020-Q4 | Increased 68 |
SALESFORCE.COM INC | 556,776 | $117.6M | 1.2% | $176.09 | +18.06% | 18 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 239,294 | $117M | 1.2% | $366.32 | +32.06% | 18 qtrssince 2019-Q1 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $9.6B across 240 positions as of Q2 2023. Top holdings: AAPL (7.4%), MSFT (6.5%), GOOGL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 14 new positions, 24 exits, 65 increased. Top move: AMZN (INCREASED, conviction 84). Portfolio: $9.6B across 240 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer