Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2023
Top Holdings237 positions
Microsoft Corp | 1.6M | $617.5M | 6.3% | $169.12 | +117.71% | 20 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 3.2M | $617.3M | 6.3% | $112.28 | +69.41% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 3M | $415.1M | 4.2% | $77.10 | +79.48% | 20 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 2.6M | $402.2M | 4.1% | $137.90 | +10.18% | 20 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 796,243 | $281.8M | 2.9% | $188.91 | +85.59% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 474,923 | $235.2M | 2.4% | $29.49 | +67.46% | 4 qtrssince 2023-Q1 | Decreased 0 |
Broadcom Inc | 155,062 | $173.1M | 1.8% | $70.60 | +53.76% | 13 qtrssince 2020-Q4 | Decreased 0 |
Visa Inc | 581,328 | $151.3M | 1.5% | $179.51 | +42.06% | 20 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co | 229,179 | $133.6M | 1.4% | $365.22 | +56.64% | 8 qtrssince 2022-Q1 | Decreased 0 |
Adobe Systems Inc | 209,559 | $125M | 1.3% | $366.32 | +62.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
salesforce.com Inc | 474,402 | $124.8M | 1.3% | $176.09 | +47.64% | 20 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 501,210 | $124.5M | 1.3% | $229.89 | +8.09% | 4 qtrssince 2023-Q1 | Decreased 0 |
Costco Wholesale Corp | 182,644 | $120.6M | 1.2% | $530.22 | +22.59% | 3 qtrssince 2023-Q2 | Decreased 0 |
Mastercard Inc | 281,230 | $119.9M | 1.2% | $288.17 | +45.60% | 20 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 216,686 | $114.1M | 1.2% | $287.26 | +72.69% | 20 qtrssince 2019-Q1 | Increased 48 |
Applied Materials Inc | 684,878 | $111M | 1.1% | $127.47 | +24.60% | 13 qtrssince 2020-Q4 | Decreased 0 |
Wells Fargo & Co | 2.2M | $110M | 1.1% | $37.93 | +21.74% | 7 qtrssince 2022-Q2 | Increased 59 |
Bank of America Corp | 3.2M | $108.4M | 1.1% | $31.58 | 0.00% | 1 qtr | New 69 |
Oracle Corp | 1M | $108.2M | 1.1% | $102.23 | -0.08% | 2 qtrssince 2023-Q3 | Increased 56 |
CRH PLC | 1.5M | $106.6M | 1.1% | $51.77 | +29.01% | 2 qtrssince 2023-Q3 | Decreased 0 |
Zurich Insurance Group Ltd/FI manages $9.8B across 237 positions as of Q4 2023. Top holdings: MSFT (6.3%), AAPL (6.3%), GOOGL (4.2%). Fund DNA: Momentum Trader. HoldingsIntel Score: 2/5.0.
Active quarter - 36 new positions, 34 exits, 43 increased. Top move: BAC (NEW, conviction 69). Portfolio: $9.8B across 237 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
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