Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2023
Top Holdings237 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.6M | $617.5M | 6.3% | $170.87 | +116.84% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.2M | $617.3M | 6.3% | $131.85 | +44.26% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 3M | $415.1M | 4.2% | $98.08 | +41.36% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.6M | $402.2M | 4.1% | $118.26 | +28.47% | 20 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 796,243 | $281.8M | 2.9% | $188.82 | +86.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 474,923 | $235.2M | 2.4% | $29.11 | +69.98% | 4 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 155,062 | $173.1M | 1.8% | $70.73 | +53.76% | 13 qtrssince 2020-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 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 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% | $222.47 | +11.69% | 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 - A | 281,230 | $119.9M | 1.2% | $291.63 | +44.36% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 216,686 | $114.1M | 1.2% | $293.42 | +72.41% | 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% | $31.75 | 0.00% | 1 qtr | New 69 |
ORACLE CORP | 1M | $108.2M | 1.1% | $102.94 | -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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
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