Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q3 2024
Top Holdings212 positions
Apple Inc | 3.3M | $759.7M | 6.4% | $131.90 | +75.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1.7M | $725.9M | 6.2% | $194.30 | +118.02% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 5.3M | $647.5M | 5.5% | $39.86 | +203.87% | 7 qtrssince 2023-Q1 | Decreased 0 |
Alphabet Inc | 2.7M | $446M | 3.8% | $79.73 | +106.58% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2M | $374.1M | 3.2% | $139.40 | +33.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 640,323 | $366.5M | 3.1% | $188.91 | +201.04% | 23 qtrssince 2019-Q1 | Decreased 0 |
Wal-Mart Stores Inc | 2.7M | $222M | 1.9% | $64.55 | +22.86% | 7 qtrssince 2023-Q1 | Increased 60 |
Broadcom Inc | 1.2M | $212.7M | 1.8% | $95.31 | +77.90% | 16 qtrssince 2020-Q4 | Increased 78 |
Oracle Corp | 1.1M | $191.6M | 1.6% | $108.39 | +53.83% | 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/The | 394,121 | $159.7M | 1.4% | $380.74 | +1.10% | 10 qtrssince 2022-Q2 | Increased 77 |
Mastercard Inc | 319,804 | $157.9M | 1.3% | $327.14 | +49.15% | 23 qtrssince 2019-Q1 | Increased 57 |
UnitedHealth Group Inc | 269,723 | $157.7M | 1.3% | $545.71 | +2.15% | 23 qtrssince 2019-Q1 | Increased 77 |
Progressive Corp/The | 575,950 | $146.2M | 1.2% | $192.71 | +20.02% | 3 qtrssince 2024-Q1 | Increased 50 |
General Electric Co | 719,114 | $135.6M | 1.1% | $105.57 | +76.59% | 6 qtrssince 2023-Q2 | Decreased 0 |
TransDigm Group Inc | 94,537 | $134.9M | 1.1% | $949.29 | +16.72% | 6 qtrssince 2023-Q2 | Increased 66 |
Berkshire Hathaway Inc | 287,150 | $132.2M | 1.1% | $392.21 | +17.35% | 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% | $34.15 | +107.67% | 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: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 35 new positions, 52 exits, 38 increased. Top move: AVGO (INCREASED, conviction 78). Portfolio: $11.8B across 212 positions.
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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
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