Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2022
Top Holdings225 positions
Apple Inc. | 3.2M | $443.1M | 6.9% | $94.09 | +44.06% | 15 qtrssince 2019-Q1 | Increased 66 |
Microsoft Corp. | 1.7M | $402.5M | 6.3% | $160.01 | +40.86% | 15 qtrssince 2019-Q1 | Increased 64 |
Alphabet Inc. | 2.8M | $270.5M | 4.2% | $69.64 | +36.06% | 15 qtrssince 2019-Q1 | Increased 91 |
Amazon.com, Inc. | 2.1M | $240.2M | 3.7% | $148.02 | -23.66% | 15 qtrssince 2019-Q1 | Increased 63 |
UnitedHealth Group Inc. | 314,190 | $158.7M | 2.5% | $257.78 | +81.31% | 15 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 945,274 | $154.4M | 2.4% | $154.35 | -5.53% | 7 qtrssince 2021-Q1 | Increased 60 |
Visa Inc | 720,781 | $128M | 2.0% | $178.37 | -3.42% | 15 qtrssince 2019-Q1 | Increased 50 |
Danaher Corporation | 480,761 | $124.2M | 1.9% | $165.72 | +38.00% | 15 qtrssince 2019-Q1 | Increased 52 |
Meta Platforms Inc | 884,239 | $120M | 1.9% | $181.38 | -25.91% | 15 qtrssince 2019-Q1 | Increased 62 |
MasterCard Incorporated | 396,461 | $112.7M | 1.8% | $272.58 | +1.83% | 15 qtrssince 2019-Q1 | Increased 53 |
Coca-Cola Co (The) | 2M | $112.2M | 1.8% | $54.40 | -8.36% | 3 qtrssince 2022-Q1 | Increased 50 |
Merck & Co., Inc | 1.3M | $110.4M | 1.7% | $72.79 | +5.10% | 4 qtrssince 2021-Q4 | Increased 60 |
| 398,606 | $108.1M | 1.7% | $234.27 | +10.28% | 15 qtrssince 2019-Q1 | Increased 54 | |
INTUIT | 273,190 | $105.8M | 1.7% | $298.08 | +30.02% | 15 qtrssince 2019-Q1 | Increased 51 |
Berkshire Hathaway Inc. | 357,043 | $95.3M | 1.5% | $352.91 | -24.34% | 3 qtrssince 2022-Q1 | Decreased 0 |
T-MOBILE US INC | 709,063 | $95.1M | 1.5% | $127.82 | -0.19% | 2 qtrssince 2022-Q2 | Increased 63 |
Northrop Grumman Corporation | 196,610 | $92.5M | 1.4% | $418.86 | +5.15% | 5 qtrssince 2021-Q3 | Increased 49 |
Adobe Inc | 329,709 | $90.7M | 1.4% | $366.32 | -24.04% | 15 qtrssince 2019-Q1 | Increased 52 |
CONOCOPHILLIPS | 798,434 | $81.7M | 1.3% | $84.84 | +9.70% | 2 qtrssince 2022-Q2 | Increased 65 |
EXXON MOBIL CORP | 935,616 | $81.7M | 1.3% | $77.57 | +1.61% | 2 qtrssince 2022-Q2 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $6.4B across 225 positions as of Q3 2022. Top holdings: AAPL (6.9%), MSFT (6.3%), GOOGL (4.2%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 39 new positions, 41 exits, 71 increased. Top move: GOOGL (INCREASED, conviction 91). Portfolio: $6.4B across 225 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
Verify source filings on SEC EDGAR