Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2020
Top Holdings166 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 865,481 | $357.2M | 6.2% | $149.32 | +5.30% | 7 qtrssince 2019-Q1 | Increased 97 |
MICROSOFT CORP | 1.4M | $296.3M | 5.1% | $116.59 | +70.12% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $268.5M | 4.7% | $92.04 | +21.94% | 7 qtrssince 2019-Q1 | Increased 91 |
META PLATFORMS INC-CLASS A | 1M | $265.7M | 4.6% | $182.22 | +42.67% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 150,839 | $221.1M | 3.8% | $62.50 | +16.39% | 7 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 1M | $200.9M | 3.5% | $98.90 | +96.20% | 7 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 738,085 | $185.5M | 3.2% | $153.25 | +59.53% | 7 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 349,875 | $171.6M | 3.0% | $313.32 | +56.18% | 7 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 491,369 | $166.2M | 2.9% | $250.12 | +30.32% | 7 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 374,730 | $165.5M | 2.9% | $306.59 | +39.75% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 752,850 | $150.5M | 2.6% | $163.81 | +16.85% | 7 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 272,090 | $136.1M | 2.4% | $40.30 | +22.45% | 7 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 1M | $131.5M | 2.3% | $89.50 | +31.19% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 408,476 | $127.4M | 2.2% | $239.70 | +16.54% | 7 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 528,120 | $122M | 2.1% | $170.83 | +36.35% | 3 qtrssince 2020-Q1 | Decreased 0 |
INTUITIVE SURGICAL INC | 170,418 | $120.9M | 2.1% | $186.98 | +23.53% | 7 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HOLDINGS INC | 599,792 | $116.1M | 2.0% | $99.12 | +89.81% | 4 qtrssince 2019-Q4 | Decreased 0 |
MOODY'S CORP | 377,304 | $109.4M | 1.9% | $215.13 | +28.10% | 4 qtrssince 2019-Q4 | Decreased 0 |
S&P GLOBAL INC | 299,285 | $107.9M | 1.9% | $245.46 | +39.24% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 1M | $103.5M | 1.8% | $83.10 | +11.61% | 7 qtrssince 2019-Q1 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $5.8B across 166 positions as of Q3 2020. Top holdings: AMZN (6.2%), MSFT (5.1%), AAPL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 12 new positions, 25 exits, 19 increased. Top move: AMZN (INCREASED, conviction 97). Portfolio: $5.8B across 166 positions.
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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