Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2023
Top Holdings235 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $577.4M | 6.1% | $170.87 | +81.70% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.3M | $556.8M | 5.9% | $131.85 | +28.12% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3.5M | $451.5M | 4.8% | $98.08 | +32.43% | 19 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 2.7M | $346M | 3.7% | $118.26 | +7.49% | 19 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 950,872 | $285.5M | 3.0% | $188.82 | +57.89% | 19 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 575,667 | $250.4M | 2.7% | $29.11 | +49.31% | 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% | $50.39 | +3.17% | 3 qtrssince 2023-Q1 | Increased 60 |
TESLA INC | 649,633 | $162.6M | 1.7% | $222.47 | +12.47% | 3 qtrssince 2023-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 1M | $147.9M | 1.6% | $126.18 | +8.63% | 12 qtrssince 2020-Q4 | Increased 52 |
MASTERCARD INC - A | 364,087 | $144.1M | 1.5% | $291.63 | +33.81% | 19 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 403,853 | $141.5M | 1.5% | $345.55 | +1.38% | 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-CLASS A SHARES | 600,509 | $138.1M | 1.5% | $179.51 | +25.24% | 19 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 162,484 | $135M | 1.4% | $70.73 | +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 CORP | 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 | 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
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