Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2019
Top Holdings222 positions
Microsoft Corp | 1.7M | $263.1M | 4.8% | $115.91 | +28.37% | 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 | 160,294 | $214.7M | 3.9% | $62.11 | +6.81% | 4 qtrssince 2019-Q1 | Increased 86 |
Facebook Inc | 976,290 | $200.4M | 3.6% | $185.92 | +9.35% | 4 qtrssince 2019-Q1 | Increased 90 |
Amazon.com Inc | 100,779 | $186.2M | 3.4% | $90.35 | +2.26% | 4 qtrssince 2019-Q1 | Increased 73 |
Visa Inc | 865,856 | $162.7M | 2.9% | $166.65 | +7.42% | 4 qtrssince 2019-Q1 | Increased 84 |
NIKE Inc | 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% | $308.46 | +3.41% | 4 qtrssince 2019-Q1 | Increased 83 |
Estee Lauder Cos Inc/The | 549,542 | $113.5M | 2.1% | $188.68 | +1.11% | 4 qtrssince 2019-Q1 | Increased 83 |
Johnson & Johnson | 777,815 | $113.5M | 2.1% | $116.91 | +3.72% | 4 qtrssince 2019-Q1 | Increased 77 |
JPMorgan Chase & Co | 789,208 | $110M | 2.0% | $86.65 | +34.43% | 4 qtrssince 2019-Q1 | Increased 52 |
UnitedHealth Group Inc | 335,800 | $98.7M | 1.8% | $239.15 | +9.31% | 4 qtrssince 2019-Q1 | Increased 76 |
Medtronic PLC | 859,412 | $97.5M | 1.8% | $86.33 | +7.78% | 4 qtrssince 2019-Q1 | Increased 76 |
Bank of America Corp | 2.6M | $90.6M | 1.6% | $25.64 | +16.68% | 4 qtrssince 2019-Q1 | Increased 68 |
Invesco QQQ Trust Series 1 | 421,461 | $89.6M | 1.6% | $172.33 | +18.82% | 4 qtrssince 2019-Q1 | Decreased 0 |
Adobe Systems Inc | 254,914 | $84.1M | 1.5% | $308.59 | +6.40% | 4 qtrssince 2019-Q1 | Increased 76 |
Mastercard Inc | 280,242 | $83.7M | 1.5% | $248.96 | +15.39% | 4 qtrssince 2019-Q1 | Increased 65 |
Merck & Co Inc | 838,688 | $76.3M | 1.4% | $64.56 | +8.91% | 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: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 18 new positions, 292 exits, 115 increased. Top move: META (INCREASED, conviction 90). Portfolio: $5.5B across 222 positions.
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Portfolio allocation by GICS sector
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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