Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2022
Top Holdings225 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.2M | $443.1M | 6.9% | $119.35 | +13.58% | 15 qtrssince 2019-Q1 | Increased 66 |
MICROSOFT CORP | 1.7M | $402.5M | 6.3% | $162.01 | +42.77% | 15 qtrssince 2019-Q1 | Increased 64 |
ALPHABET INC-CL A | 2.8M | $270.5M | 4.2% | $95.35 | +1.40% | 15 qtrssince 2019-Q1 | Increased 91 |
AMAZON.COM INC | 2.1M | $240.2M | 3.7% | $111.76 | +2.72% | 15 qtrssince 2019-Q1 | Increased 63 |
UNITEDHEALTH GROUP INC | 314,190 | $158.7M | 2.5% | $263.64 | +82.15% | 15 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 945,274 | $154.4M | 2.4% | $158.79 | -6.03% | 7 qtrssince 2021-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 720,781 | $128M | 2.0% | $178.37 | -3.42% | 15 qtrssince 2019-Q1 | Increased 50 |
DANAHER CORP | 480,761 | $124.2M | 1.9% | $165.72 | +38.00% | 15 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 884,239 | $120M | 1.9% | $181.84 | -25.50% | 15 qtrssince 2019-Q1 | Increased 62 |
MASTERCARD INC - A | 396,461 | $112.7M | 1.8% | $277.27 | +1.31% | 15 qtrssince 2019-Q1 | Increased 53 |
COCA-COLA CO/THE | 2M | $112.2M | 1.8% | $55.59 | -7.67% | 3 qtrssince 2022-Q1 | Increased 50 |
MERCK & CO. INC. | 1.3M | $110.4M | 1.7% | $74.64 | +5.23% | 4 qtrssince 2021-Q4 | Increased 60 |
| 398,606 | $108.1M | 1.7% | $234.27 | +10.28% | 15 qtrssince 2019-Q1 | Increased 54 | |
INTUIT INC | 273,190 | $105.8M | 1.7% | $298.08 | +30.02% | 15 qtrssince 2019-Q1 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 357,043 | $95.3M | 1.5% | $357.61 | -24.62% | 3 qtrssince 2022-Q1 | Decreased 0 |
T-MOBILE US INC | 709,063 | $95.1M | 1.5% | $129.90 | +0.14% | 2 qtrssince 2022-Q2 | Increased 63 |
NORTHROP GRUMMAN CORP | 196,610 | $92.5M | 1.4% | $426.08 | +4.67% | 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
Best and worst performing positions by estimated return
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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