Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2020
Top Holdings200 positions
MICROSOFT CORP | 1.5M | $332M | 4.9% | $121.30 | +74.83% | 8 qtrssince 2019-Q1 | Increased 60 |
AMAZON COM INC | 93,368 | $304.1M | 4.5% | $149.49 | +8.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 166,466 | $291.8M | 4.3% | $64.68 | +34.20% | 8 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 2.2M | $285.9M | 4.2% | $45.40 | +183.72% | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 899,169 | $245.6M | 3.6% | $182.27 | +48.44% | 8 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 937,996 | $219.7M | 3.2% | $98.90 | +133.54% | 8 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 379,307 | $189.7M | 2.8% | $327.61 | +51.84% | 8 qtrssince 2019-Q1 | Increased 57 |
THERMO FISHER SCIENTIFIC INC | 389,876 | $181.6M | 2.7% | $311.44 | +47.20% | 8 qtrssince 2019-Q1 | Increased 54 |
MASTERCARD INCORPORATED | 508,465 | $181.5M | 2.7% | $248.32 | +39.05% | 8 qtrssince 2019-Q1 | Increased 54 |
AUTODESK INC | 578,523 | $176.6M | 2.6% | $182.03 | +64.48% | 4 qtrssince 2020-Q1 | Increased 57 |
VISA INC | 800,067 | $175M | 2.6% | $166.51 | +25.92% | 8 qtrssince 2019-Q1 | Increased 56 |
UNITEDHEALTH GROUP INC | 468,547 | $164.3M | 2.4% | $245.18 | +29.28% | 8 qtrssince 2019-Q1 | Increased 60 |
NETFLIX INC | 275,554 | $149M | 2.2% | $40.97 | +31.99% | 8 qtrssince 2019-Q1 | Increased 52 |
TEXAS INSTRS INC | 877,310 | $144M | 2.1% | $105.10 | +33.25% | 8 qtrssince 2019-Q1 | Increased 62 |
NIKE INC | 968,830 | $137.1M | 2.0% | $89.50 | +47.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
TJX COS INC NEW | 2M | $135.8M | 2.0% | $52.58 | +19.50% | 8 qtrssince 2019-Q1 | Increased 65 |
GENERAC HLDGS INC | 563,173 | $128.1M | 1.9% | $98.64 | +130.56% | 5 qtrssince 2019-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 152,185 | $124.5M | 1.8% | $190.95 | +42.82% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 1M | $124.1M | 1.8% | $112.75 | 0.00% | 1 qtr | New 69 |
DANAHER CORPORATION | 545,528 | $121.2M | 1.8% | $138.43 | +38.26% | 8 qtrssince 2019-Q1 | Increased 58 |
Zurich Insurance Group Ltd/FI manages $6.8B across 200 positions as of Q4 2020. Top holdings: MSFT (4.9%), AMZN (4.5%), GOOGL (4.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 75 new positions, 41 exits, 54 increased. Top move: AXP (NEW, conviction 69). Portfolio: $6.8B across 200 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
Verify source filings on SEC EDGAR