Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2020
Top Holdings166 positions
AMAZON COM INC | 865,481 | $357.2M | 6.2% | $149.49 | +5.32% | 7 qtrssince 2019-Q1 | Increased 97 |
MICROSOFT CORP | 1.4M | $296.3M | 5.1% | $115.91 | +72.57% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $268.5M | 4.7% | $45.40 | +147.20% | 7 qtrssince 2019-Q1 | Increased 91 |
META PLATFORMS INC | 1M | $265.7M | 4.6% | $182.27 | +42.32% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 150,839 | $221.1M | 3.8% | $62.39 | +16.34% | 7 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 1M | $200.9M | 3.5% | $98.90 | +96.20% | 7 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE 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 INCORPORATED | 491,369 | $166.2M | 2.9% | $244.95 | +33.39% | 7 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 374,730 | $165.5M | 2.9% | $305.50 | +42.18% | 7 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 752,850 | $150.5M | 2.6% | $163.81 | +16.85% | 7 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 272,090 | $136.1M | 2.4% | $40.80 | +22.55% | 7 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 1M | $131.5M | 2.3% | $89.50 | +31.19% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 408,476 | $127.4M | 2.2% | $234.62 | +19.68% | 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% | $190.95 | +23.86% | 7 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HLDGS INC | 599,792 | $116.1M | 2.0% | $98.64 | +96.32% | 4 qtrssince 2019-Q4 | Decreased 0 |
MOODYS 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% | $231.32 | +40.23% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 1M | $103.5M | 1.8% | $82.58 | +12.16% | 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: Momentum Trader. HoldingsIntel Score: 2/5.0.
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
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