Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2021
Top Holdings208 positions
MICROSOFT CORP | 1.4M | $455.9M | 5.2% | $127.88 | +152.87% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $428.2M | 4.8% | $65.65 | +164.22% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 145,020 | $420.1M | 4.8% | $64.68 | +121.83% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 110,082 | $367.1M | 4.2% | $152.08 | +9.62% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 1M | $343.9M | 3.9% | $199.14 | +67.29% | 12 qtrssince 2019-Q1 | Increased 60 |
UNITEDHEALTH GROUP INC | 490,875 | $246.5M | 2.8% | $257.78 | +78.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 1M | $223.2M | 2.5% | $178.62 | +17.02% | 12 qtrssince 2019-Q1 | Increased 60 |
MASTERCARD INCORPORATED | 617,540 | $221.9M | 2.5% | $271.99 | +28.42% | 12 qtrssince 2019-Q1 | Increased 61 |
NIKE INC | 1.2M | $201M | 2.3% | $106.64 | +42.87% | 12 qtrssince 2019-Q1 | Increased 60 |
NETFLIX INC. | 332,256 | $200.2M | 2.3% | $44.81 | +34.44% | 12 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORPORATION | 669,557 | $196.9M | 2.2% | $10.30 | +184.33% | 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 DEL | 548,077 | $180.3M | 2.0% | $147.92 | +92.35% | 12 qtrssince 2019-Q1 | Increased 54 |
SALESFORCE INC | 707,676 | $179.8M | 2.0% | $169.63 | +47.01% | 12 qtrssince 2019-Q1 | Increased 53 |
PAYPAL HLDGS 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 |
LAUDER ESTEE COS INC | 425,793 | $157.6M | 1.8% | $208.44 | +65.16% | 12 qtrssince 2019-Q1 | Increased 50 |
APPLIED MATLS 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: Momentum Trader. HoldingsIntel Score: 2/5.0.
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
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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