Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2023
Top Holdings235 positions
Microsoft Corp. | 1.8M | $577.4M | 6.1% | $169.12 | +82.43% | 19 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 3.3M | $556.8M | 5.9% | $112.28 | +50.45% | 19 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 3.5M | $451.5M | 4.8% | $77.10 | +68.13% | 19 qtrssince 2019-Q1 | Increased 58 |
Amazon.com, Inc. | 2.7M | $346M | 3.7% | $137.90 | -7.82% | 19 qtrssince 2019-Q1 | Increased 60 |
Meta Platforms Inc | 950,872 | $285.5M | 3.0% | $188.91 | +57.41% | 19 qtrssince 2019-Q1 | Increased 58 |
NVIDIA Corp. | 575,667 | $250.4M | 2.7% | $29.49 | +47.08% | 3 qtrssince 2023-Q1 | Increased 56 |
EXXON MOBIL CORP | 1.5M | $178.3M | 1.9% | $90.12 | +19.79% | 6 qtrssince 2022-Q2 | Increased 64 |
Walmart Inc | 1.1M | $168.4M | 1.8% | $50.79 | +1.71% | 3 qtrssince 2023-Q1 | Increased 60 |
Tesla Inc | 649,633 | $162.6M | 1.7% | $229.89 | +8.84% | 3 qtrssince 2023-Q1 | Increased 61 |
JPMorgan Chase & Co. | 1M | $147.9M | 1.6% | $125.17 | +8.46% | 12 qtrssince 2020-Q4 | Increased 52 |
MasterCard Incorporated | 364,087 | $144.1M | 1.5% | $288.17 | +34.96% | 19 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 403,853 | $141.5M | 1.5% | $343.18 | +2.07% | 7 qtrssince 2022-Q1 | Decreased 0 |
Eli Lilly & Co. | 263,247 | $141.4M | 1.5% | $365.22 | +44.07% | 7 qtrssince 2022-Q1 | Decreased 0 |
Visa Inc | 600,509 | $138.1M | 1.5% | $179.51 | +25.24% | 19 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 162,484 | $135M | 1.4% | $70.60 | +13.89% | 12 qtrssince 2020-Q4 | Increased 56 |
AbbVie Inc. | 890,383 | $132.7M | 1.4% | $134.39 | 0.00% | 1 qtr | New 69 |
CONOCOPHILLIPS | 964,180 | $115.5M | 1.2% | $96.82 | +15.76% | 6 qtrssince 2022-Q2 | Increased 60 |
Costco Wholesale Corporation | 200,428 | $113.2M | 1.2% | $530.22 | +2.40% | 2 qtrssince 2023-Q2 | Increased 76 |
Adobe Inc | 219,691 | $112M | 1.2% | $366.32 | +39.20% | 19 qtrssince 2019-Q1 | Decreased 0 |
CRH PLC ORD | 2M | $111.5M | 1.2% | $51.77 | 0.00% | 1 qtr | New 69 |
Zurich Insurance Group Ltd/FI manages $9.4B across 235 positions as of Q3 2023. Top holdings: MSFT (6.1%), AAPL (5.9%), GOOGL (4.8%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 59 new positions, 64 exits, 48 increased. Top move: COST (INCREASED, conviction 76). Portfolio: $9.4B across 235 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