Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2020
Top Holdings200 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $332M | 4.9% | $121.99 | +74.37% | 8 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 93,368 | $304.1M | 4.5% | $149.32 | +10.02% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 166,466 | $291.8M | 4.3% | $64.72 | +33.12% | 8 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 2.2M | $285.9M | 4.2% | $92.04 | +39.95% | 8 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 899,169 | $245.6M | 3.6% | $182.22 | +48.17% | 8 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS 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% | $312.39 | +45.88% | 8 qtrssince 2019-Q1 | Increased 54 |
MASTERCARD INC - A | 508,465 | $181.5M | 2.7% | $253.32 | +36.24% | 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-CLASS A SHARES | 800,067 | $175M | 2.6% | $166.51 | +25.92% | 8 qtrssince 2019-Q1 | Increased 56 |
UNITEDHEALTH GROUP INC | 468,547 | $164.3M | 2.4% | $249.73 | +27.33% | 8 qtrssince 2019-Q1 | Increased 60 |
NETFLIX INC | 275,554 | $149M | 2.2% | $40.45 | +29.68% | 8 qtrssince 2019-Q1 | Increased 52 |
TEXAS INSTRUMENTS INC | 877,310 | $144M | 2.1% | $105.10 | +33.25% | 8 qtrssince 2019-Q1 | Increased 62 |
NIKE INC -CL B | 968,830 | $137.1M | 2.0% | $89.50 | +47.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 2M | $135.8M | 2.0% | $52.58 | +19.50% | 8 qtrssince 2019-Q1 | Increased 65 |
GENERAC HOLDINGS INC | 563,173 | $128.1M | 1.9% | $99.12 | +131.22% | 5 qtrssince 2019-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 152,185 | $124.5M | 1.8% | $186.98 | +45.35% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 1M | $124.1M | 1.8% | $112.03 | 0.00% | 1 qtr | New 69 |
DANAHER CORP | 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
Best and worst performing positions by estimated return
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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