Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2024
Top Holdings229 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $812.9M | 7.0% | $196.15 | +125.33% | 22 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 3.5M | $744.8M | 6.5% | $147.49 | +41.46% | 22 qtrssince 2019-Q1 | Increased 76 |
NVIDIA CORP | 5.5M | $678.6M | 5.9% | $115.10 | +7.29% | 6 qtrssince 2023-Q1 | Increased 99 |
ALPHABET INC-CL A | 3.1M | $557.1M | 4.8% | $100.12 | +80.77% | 22 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 2.7M | $526.1M | 4.6% | $120.30 | +60.64% | 22 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 687,874 | $346.8M | 3.0% | $188.82 | +165.73% | 22 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 295,795 | $267.8M | 2.3% | $481.33 | +85.25% | 10 qtrssince 2022-Q1 | Increased 65 |
BROADCOM INC | 134,589 | $216.1M | 1.9% | $95.50 | +65.62% | 15 qtrssince 2020-Q4 | Increased 64 |
JPMORGAN CHASE & CO | 921,412 | $186.4M | 1.6% | $157.48 | +23.76% | 15 qtrssince 2020-Q4 | Decreased 0 |
ORACLE CORP | 1.3M | $176.8M | 1.5% | $109.15 | +27.11% | 4 qtrssince 2023-Q3 | Increased 57 |
BOSTON SCIENTIFIC CORP | 2M | $157.7M | 1.4% | $71.61 | +7.53% | 2 qtrssince 2024-Q1 | Increased 68 |
WALMART INC | 2.2M | $147.4M | 1.3% | $61.23 | +8.99% | 6 qtrssince 2023-Q1 | Increased 64 |
BANK OF AMERICA CORP | 3.6M | $144.8M | 1.3% | $34.69 | +10.69% | 3 qtrssince 2023-Q4 | Increased 71 |
EXXON MOBIL CORP | 1.2M | $143.7M | 1.2% | $104.03 | +4.34% | 9 qtrssince 2022-Q2 | Decreased 0 |
NETFLIX INC | 205,595 | $138.8M | 1.2% | $33.79 | +99.72% | 7 qtrssince 2022-Q4 | Decreased 0 |
MERCK & CO. INC. | 1.1M | $131.4M | 1.1% | $121.47 | -3.20% | 11 qtrssince 2021-Q4 | Increased 58 |
ADOBE INC | 221,249 | $122.9M | 1.1% | $390.56 | +42.24% | 22 qtrssince 2019-Q1 | Increased 54 |
TEXAS INSTRUMENTS INC | 631,764 | $122.9M | 1.1% | $160.75 | +13.77% | 22 qtrssince 2019-Q1 | Increased 70 |
THERMO FISHER SCIENTIFIC INC | 220,314 | $121.8M | 1.1% | $541.00 | +1.72% | 3 qtrssince 2023-Q4 | Increased 48 |
GENERAL ELECTRIC CO COM STOCK | 764,018 | $121.5M | 1.1% | $105.22 | +49.51% | 5 qtrssince 2023-Q2 | Increased 52 |
Zurich Insurance Group Ltd/FI manages $11.5B across 229 positions as of Q2 2024. Top holdings: MSFT (7.0%), AAPL (6.5%), NVDA (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 28 new positions, 36 exits, 61 increased. Top move: NVDA (INCREASED, conviction 99). Portfolio: $11.5B across 229 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