Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2024
Top Holdings212 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.3M | $759.7M | 6.4% | $147.49 | +56.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $725.9M | 6.2% | $196.15 | +116.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 5.3M | $647.5M | 5.5% | $115.10 | +5.44% | 7 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.7M | $446M | 3.8% | $100.12 | +62.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $374.1M | 3.2% | $120.30 | +56.25% | 23 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 640,323 | $366.5M | 3.1% | $188.82 | +199.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.7M | $222M | 1.9% | $64.89 | +21.51% | 7 qtrssince 2023-Q1 | Increased 60 |
BROADCOM INC | 1.2M | $212.7M | 1.8% | $161.75 | +5.02% | 16 qtrssince 2020-Q4 | Increased 78 |
ORACLE CORP | 1.1M | $191.6M | 1.6% | $109.15 | +52.32% | 5 qtrssince 2023-Q3 | Decreased 0 |
ELI LILLY & CO | 212,233 | $188M | 1.6% | $481.33 | +81.52% | 11 qtrssince 2022-Q1 | Decreased 0 |
HOME DEPOT INC | 394,121 | $159.7M | 1.4% | $383.70 | +1.06% | 10 qtrssince 2022-Q2 | Increased 77 |
MASTERCARD INC - A | 319,804 | $157.9M | 1.3% | $330.22 | +48.21% | 23 qtrssince 2019-Q1 | Increased 57 |
UNITEDHEALTH GROUP INC | 269,723 | $157.7M | 1.3% | $553.89 | +2.13% | 23 qtrssince 2019-Q1 | Increased 77 |
PROGRESSIVE CORP | 575,950 | $146.2M | 1.2% | $192.71 | +20.02% | 3 qtrssince 2024-Q1 | Increased 50 |
GENERAL ELECTRIC CO COM STOCK | 719,114 | $135.6M | 1.1% | $105.22 | +74.91% | 6 qtrssince 2023-Q2 | Decreased 0 |
TRANSDIGM GROUP INC | 94,537 | $134.9M | 1.1% | $949.29 | +32.40% | 6 qtrssince 2023-Q2 | Increased 66 |
BERKSHIRE HATHAWAY INC-CL B | 287,150 | $132.2M | 1.1% | $392.96 | +16.42% | 11 qtrssince 2022-Q1 | Increased 51 |
CARRIER GLOBAL CORP | 1.6M | $130.5M | 1.1% | $78.90 | 0.00% | 1 qtr | New 69 |
STARBUCKS CORP | 1.3M | $126.6M | 1.1% | $92.70 | 0.00% | 1 qtr | New 69 |
NETFLIX INC | 178,403 | $126.5M | 1.1% | $33.79 | +109.34% | 8 qtrssince 2022-Q4 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $11.8B across 212 positions as of Q3 2024. Top holdings: AAPL (6.4%), MSFT (6.2%), NVDA (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 52 exits, 38 increased. Top move: AVGO (INCREASED, conviction 78). Portfolio: $11.8B across 212 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