Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q2 2024
Top Holdings229 positions
Microsoft Corp. | 1.8M | $812.9M | 7.0% | $194.30 | +126.05% | 22 qtrssince 2019-Q1 | Increased 66 |
Apple Inc. | 3.5M | $744.8M | 6.5% | $131.90 | +58.17% | 22 qtrssince 2019-Q1 | Increased 76 |
NVIDIA Corp. | 5.5M | $678.6M | 5.9% | $39.86 | +209.10% | 6 qtrssince 2023-Q1 | Increased 99 |
Alphabet Inc. | 3.1M | $557.1M | 4.8% | $79.73 | +126.58% | 22 qtrssince 2019-Q1 | Increased 59 |
Amazon.com, Inc. | 2.7M | $526.1M | 4.6% | $139.40 | +38.63% | 22 qtrssince 2019-Q1 | Increased 59 |
Meta Platforms Inc | 687,874 | $346.8M | 3.0% | $188.91 | +164.92% | 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% | $95.31 | +65.04% | 15 qtrssince 2020-Q4 | Increased 64 |
JPMorgan Chase & Co. | 921,412 | $186.4M | 1.6% | $156.07 | +23.68% | 15 qtrssince 2020-Q4 | Decreased 0 |
Oracle Corp. | 1.3M | $176.8M | 1.5% | $108.39 | +27.11% | 4 qtrssince 2023-Q3 | Increased 57 |
Boston Scientific Corporation | 2M | $157.7M | 1.4% | $71.61 | +7.53% | 2 qtrssince 2024-Q1 | Increased 68 |
Walmart Inc | 2.2M | $147.4M | 1.3% | $60.67 | +9.29% | 6 qtrssince 2023-Q1 | Increased 64 |
BK OF AMERICA CORP | 3.6M | $144.8M | 1.3% | $34.15 | +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% | $34.15 | +97.60% | 7 qtrssince 2022-Q4 | Decreased 0 |
Merck & Co., Inc | 1.1M | $131.4M | 1.1% | $118.99 | -3.19% | 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% | $539.52 | +1.72% | 3 qtrssince 2023-Q4 | Increased 48 |
GE Aerospace | 764,018 | $121.5M | 1.1% | $105.57 | +48.39% | 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: Momentum Trader. HoldingsIntel Score: 2/5.0.
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
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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
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