Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2023
Top Holdings240 positions
Apple Inc. | 3.7M | $712.5M | 7.4% | $112.28 | +70.22% | 18 qtrssince 2019-Q1 | Increased 68 |
Microsoft Corp. | 1.8M | $626.2M | 6.5% | $169.12 | +96.34% | 18 qtrssince 2019-Q1 | Increased 64 |
Alphabet Inc. | 3.4M | $405.8M | 4.2% | $76.17 | +55.68% | 18 qtrssince 2019-Q1 | Increased 64 |
Amazon.com, Inc. | 2.6M | $335.2M | 3.5% | $138.54 | -5.90% | 18 qtrssince 2019-Q1 | Increased 84 |
Meta Platforms Inc | 921,669 | $264.5M | 2.7% | $185.48 | +53.26% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 543,484 | $229.9M | 2.4% | $28.66 | +47.12% | 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. | 451,528 | $154M | 1.6% | $343.18 | -0.64% | 6 qtrssince 2022-Q1 | Increased 57 |
Visa Inc | 639,771 | $151.9M | 1.6% | $179.51 | +29.07% | 18 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 377,018 | $148.3M | 1.5% | $288.17 | +33.88% | 18 qtrssince 2019-Q1 | Increased 55 |
Netflix, Inc. | 330,727 | $145.7M | 1.5% | $33.45 | +31.70% | 3 qtrssince 2022-Q4 | Increased 59 |
JPMorgan Chase & Co. | 945,832 | $137.6M | 1.4% | $124.34 | +8.75% | 11 qtrssince 2020-Q4 | Increased 55 |
Merck & Co., Inc | 1.2M | $134.2M | 1.4% | $75.23 | +39.02% | 7 qtrssince 2021-Q4 | Decreased 0 |
Stryker Corporation | 420,596 | $128.3M | 1.3% | $269.78 | +9.48% | 3 qtrssince 2022-Q4 | Increased 57 |
Walmart Inc | 813,056 | $127.8M | 1.3% | $50.53 | +0.11% | 2 qtrssince 2023-Q1 | Increased 77 |
Tesla Inc | 486,833 | $127.4M | 1.3% | $223.09 | +17.34% | 2 qtrssince 2023-Q1 | Increased 63 |
UnitedHealth Group Inc. | 261,732 | $125.8M | 1.3% | $285.25 | +57.62% | 18 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 136,054 | $118M | 1.2% | $68.70 | +21.57% | 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: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 14 new positions, 24 exits, 65 increased. Top move: AMZN (INCREASED, conviction 84). Portfolio: $9.6B across 240 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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