Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2022
Top Holdings225 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $423.7M | 6.1% | $163.58 | +43.19% | 16 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 2.8M | $369.9M | 5.3% | $119.35 | +6.96% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $260.8M | 3.7% | $95.02 | -7.84% | 16 qtrssince 2019-Q1 | Increased 59 |
UNITEDHEALTH GROUP INC | 336,553 | $178.4M | 2.6% | $279.47 | +79.59% | 16 qtrssince 2019-Q1 | Increased 56 |
MERCK & CO. INC. | 1.4M | $156.7M | 2.2% | $77.11 | +31.32% | 5 qtrssince 2021-Q4 | Increased 57 |
JOHNSON & JOHNSON | 851,252 | $150.4M | 2.1% | $158.79 | +1.55% | 8 qtrssince 2021-Q1 | Decreased 0 |
COCA-COLA CO/THE | 2.3M | $146.6M | 2.1% | $55.92 | +3.93% | 4 qtrssince 2022-Q1 | Increased 60 |
VISA INC-CLASS A SHARES | 696,268 | $144.7M | 2.1% | $178.37 | +13.20% | 16 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 452,406 | $139.7M | 2.0% | $347.34 | -11.07% | 4 qtrssince 2022-Q1 | Increased 59 |
MASTERCARD INC - A | 383,930 | $133.5M | 1.9% | $277.27 | +23.04% | 16 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.2M | $131.2M | 1.9% | $82.10 | +20.37% | 3 qtrssince 2022-Q2 | Increased 59 |
HOME DEPOT INC | 405,778 | $128.2M | 1.8% | $275.53 | +6.22% | 3 qtrssince 2022-Q2 | Increased 77 |
AMAZON.COM INC | 1.4M | $117.5M | 1.7% | $111.76 | -24.84% | 16 qtrssince 2019-Q1 | Decreased 0 |
| 360,179 | $117.5M | 1.7% | $234.27 | +102.47% | 16 qtrssince 2019-Q1 | Decreased 0 | |
JPMORGAN CHASE & CO | 815,307 | $109.3M | 1.6% | $123.88 | +0.09% | 9 qtrssince 2020-Q4 | Increased 76 |
DANAHER CORP | 397,947 | $105.6M | 1.5% | $165.72 | +39.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 305,409 | $102.8M | 1.5% | $366.32 | -8.13% | 16 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 544,265 | $97.7M | 1.4% | $150.21 | +3.38% | 4 qtrssince 2022-Q1 | Increased 76 |
META PLATFORMS INC-CLASS A | 799,538 | $96.2M | 1.4% | $181.84 | -34.28% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 1.1M | $93.7M | 1.3% | $72.13 | +9.41% | 4 qtrssince 2022-Q1 | Increased 54 |
Zurich Insurance Group Ltd/FI manages $7B across 225 positions as of Q4 2022. Top holdings: MSFT (6.1%), AAPL (5.3%), GOOGL (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 14 new positions, 14 exits, 54 increased. Top move: HD (INCREASED, conviction 77). Portfolio: $7.0B across 225 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer