Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2021
Top Holdings221 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $416M | 5.0% | $128.56 | +113.36% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 148,219 | $396.3M | 4.7% | $64.72 | +106.03% | 11 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.7M | $381.3M | 4.6% | $101.55 | +35.90% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 111,969 | $367.8M | 4.4% | $151.91 | +8.66% | 11 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 976,706 | $331.5M | 4.0% | $192.67 | +75.04% | 11 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 902,887 | $201.1M | 2.4% | $174.34 | +23.02% | 11 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 968,454 | $200.6M | 2.4% | $17.76 | +15.28% | 11 qtrssince 2019-Q1 | Increased 85 |
UNITEDHEALTH GROUP INC | 507,106 | $198.1M | 2.4% | $263.64 | +41.50% | 11 qtrssince 2019-Q1 | Increased 59 |
SALESFORCE.COM INC | 695,332 | $188.6M | 2.3% | $171.91 | +55.46% | 11 qtrssince 2019-Q1 | Increased 55 |
MASTERCARD INC - A | 531,402 | $184.8M | 2.2% | $264.64 | +30.01% | 11 qtrssince 2019-Q1 | Increased 60 |
NETFLIX INC | 300,350 | $183.3M | 2.2% | $42.76 | +40.12% | 11 qtrssince 2019-Q1 | Increased 55 |
PAYPAL HOLDINGS INC | 700,079 | $182.2M | 2.2% | $117.21 | +120.46% | 11 qtrssince 2019-Q1 | Increased 58 |
ADOBE INC | 301,520 | $173.6M | 2.1% | $353.56 | +63.40% | 11 qtrssince 2019-Q1 | Decreased 0 |
DANAHER CORP | 526,794 | $160.4M | 1.9% | $143.20 | +86.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 824,055 | $158.4M | 1.9% | $113.50 | +46.99% | 11 qtrssince 2019-Q1 | Increased 54 |
NIKE INC -CL B | 1.1M | $153.5M | 1.8% | $102.64 | +33.24% | 11 qtrssince 2019-Q1 | Increased 53 |
BOOKING HOLDINGS INC | 59,942 | $142.3M | 1.7% | $80.92 | +14.90% | 11 qtrssince 2019-Q1 | Increased 53 |
CHARTER COMMUNICATIONS INC - CLASS A | 195,258 | $142.1M | 1.7% | $627.77 | +16.79% | 11 qtrssince 2019-Q1 | Increased 57 |
AUTODESK INC | 496,460 | $141.6M | 1.7% | $193.51 | +48.82% | 7 qtrssince 2020-Q1 | Increased 53 |
AMERICAN TOWER CORP | 533,015 | $141.5M | 1.7% | $215.06 | +6.05% | 11 qtrssince 2019-Q1 | Increased 54 |
Zurich Insurance Group Ltd/FI manages $8.4B across 221 positions as of Q3 2021. Top holdings: MSFT (5.0%), GOOGL (4.7%), AAPL (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 13 new positions, 15 exits, 78 increased. Top move: NVDA (INCREASED, conviction 85). Portfolio: $8.4B across 221 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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