Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2019
Top Holdings222 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.7M | $263.1M | 4.8% | $116.59 | +28.34% | 4 qtrssince 2019-Q1 | Increased 65 |
APPLE INC | 834,929 | $245.2M | 4.4% | $45.40 | +55.63% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 160,294 | $214.7M | 3.9% | $62.26 | +6.78% | 4 qtrssince 2019-Q1 | Increased 86 |
META PLATFORMS INC-CLASS A | 976,290 | $200.4M | 3.6% | $185.94 | +9.17% | 4 qtrssince 2019-Q1 | Increased 90 |
AMAZON.COM INC | 100,779 | $186.2M | 3.4% | $90.34 | +2.22% | 4 qtrssince 2019-Q1 | Increased 73 |
VISA INC-CLASS A SHARES | 865,856 | $162.7M | 2.9% | $166.65 | +7.42% | 4 qtrssince 2019-Q1 | Increased 84 |
NIKE INC -CL B | 1.3M | $129.5M | 2.3% | $89.61 | +3.76% | 4 qtrssince 2019-Q1 | Increased 83 |
THERMO FISHER SCIENTIFIC INC | 387,238 | $125.8M | 2.3% | $309.45 | +3.42% | 4 qtrssince 2019-Q1 | Increased 83 |
ESTEE LAUDER COMPANIES-CL A | 549,542 | $113.5M | 2.1% | $188.68 | +1.11% | 4 qtrssince 2019-Q1 | Increased 83 |
JOHNSON & JOHNSON | 777,815 | $113.5M | 2.1% | $118.58 | +3.49% | 4 qtrssince 2019-Q1 | Increased 77 |
JPMORGAN CHASE & CO | 789,208 | $110M | 2.0% | $87.43 | +33.78% | 4 qtrssince 2019-Q1 | Increased 52 |
UNITEDHEALTH GROUP INC | 335,800 | $98.7M | 1.8% | $243.82 | +9.29% | 4 qtrssince 2019-Q1 | Increased 76 |
MEDTRONIC PLC | 859,412 | $97.5M | 1.8% | $88.83 | +7.72% | 4 qtrssince 2019-Q1 | Increased 76 |
BANK OF AMERICA CORP | 2.6M | $90.6M | 1.6% | $26.03 | +16.56% | 4 qtrssince 2019-Q1 | Increased 68 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 421,461 | $89.6M | 1.6% | $172.33 | +18.82% | 4 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 254,914 | $84.1M | 1.5% | $308.59 | +6.40% | 4 qtrssince 2019-Q1 | Increased 76 |
MASTERCARD INC - A | 280,242 | $83.7M | 1.5% | $249.47 | +15.21% | 4 qtrssince 2019-Q1 | Increased 65 |
MERCK & CO. INC. | 838,688 | $76.3M | 1.4% | $65.88 | +9.03% | 4 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 602,611 | $75.3M | 1.4% | $88.99 | +18.23% | 4 qtrssince 2019-Q1 | Increased 49 |
TEXAS INSTRUMENTS INC | 552,920 | $70.9M | 1.3% | $99.87 | +6.47% | 4 qtrssince 2019-Q1 | Increased 75 |
Zurich Insurance Group Ltd/FI manages $5.5B across 222 positions as of Q4 2019. Top holdings: MSFT (4.8%), AAPL (4.4%), GOOGL (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 18 new positions, 292 exits, 115 increased. Top move: META (INCREASED, conviction 90). Portfolio: $5.5B across 222 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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