Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2021
Top Holdings208 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $455.9M | 5.2% | $128.56 | +155.39% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $428.2M | 4.8% | $101.55 | +70.80% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 145,020 | $420.1M | 4.8% | $64.72 | +124.18% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 110,082 | $367.1M | 4.2% | $151.91 | +11.02% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1M | $343.9M | 3.9% | $199.36 | +71.53% | 12 qtrssince 2019-Q1 | Increased 60 |
UNITEDHEALTH GROUP INC | 490,875 | $246.5M | 2.8% | $263.64 | +78.84% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1M | $223.2M | 2.5% | $178.62 | +17.02% | 12 qtrssince 2019-Q1 | Increased 60 |
MASTERCARD INC - A | 617,540 | $221.9M | 2.5% | $276.84 | +27.19% | 12 qtrssince 2019-Q1 | Increased 61 |
NIKE INC -CL B | 1.2M | $201M | 2.3% | $109.37 | +43.68% | 12 qtrssince 2019-Q1 | Increased 60 |
NETFLIX INC | 332,256 | $200.2M | 2.3% | $44.53 | +37.46% | 12 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 669,557 | $196.9M | 2.2% | $17.76 | +66.31% | 12 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 336,324 | $190.7M | 2.2% | $376.01 | +51.73% | 12 qtrssince 2019-Q1 | Increased 58 |
DANAHER CORP | 548,077 | $180.3M | 2.0% | $148.74 | +92.12% | 12 qtrssince 2019-Q1 | Increased 54 |
SALESFORCE.COM INC | 707,676 | $179.8M | 2.0% | $173.31 | +45.55% | 12 qtrssince 2019-Q1 | Increased 53 |
PAYPAL HOLDINGS INC | 901,723 | $170M | 1.9% | $133.81 | +43.07% | 12 qtrssince 2019-Q1 | Increased 60 |
BOOKING HOLDINGS INC | 67,317 | $161.5M | 1.8% | $82.35 | +14.11% | 12 qtrssince 2019-Q1 | Increased 54 |
AMERICAN TOWER CORP | 548,328 | $160.4M | 1.8% | $216.11 | +16.89% | 12 qtrssince 2019-Q1 | Increased 49 |
ESTEE LAUDER COMPANIES-CL A | 425,793 | $157.6M | 1.8% | $208.44 | +65.16% | 12 qtrssince 2019-Q1 | Increased 50 |
APPLIED MATERIALS INC | 1M | $157.5M | 1.8% | $127.63 | +18.62% | 5 qtrssince 2020-Q4 | Decreased 0 |
AUTODESK INC | 559,633 | $157.4M | 1.8% | $203.47 | +38.45% | 8 qtrssince 2020-Q1 | Increased 54 |
Zurich Insurance Group Ltd/FI manages $8.8B across 208 positions as of Q4 2021. Top holdings: MSFT (5.2%), AAPL (4.8%), GOOGL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 9 new positions, 22 exits, 67 increased. Top move: MA (INCREASED, conviction 61). Portfolio: $8.8B across 208 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer