Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2024
Top Holdings233 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.3M | $816.2M | 6.7% | $147.49 | +68.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 5.4M | $723.8M | 5.9% | $115.34 | +19.17% | 8 qtrssince 2023-Q1 | Increased 62 |
MICROSOFT CORP | 1.6M | $663.4M | 5.4% | $196.15 | +115.00% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.5M | $540.6M | 4.4% | $139.00 | +59.21% | 24 qtrssince 2019-Q1 | Increased 70 |
ALPHABET INC-CL A | 2.8M | $537.9M | 4.4% | $104.97 | +81.47% | 24 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC-CLASS A | 644,543 | $377.4M | 3.1% | $191.45 | +207.86% | 24 qtrssince 2019-Q1 | Increased 57 |
BROADCOM INC | 1.3M | $296.8M | 2.4% | $164.22 | +39.40% | 17 qtrssince 2020-Q4 | Increased 55 |
TESLA INC | 641,897 | $259.2M | 2.1% | $306.59 | +36.15% | 2 qtrssince 2024-Q3 | Increased 70 |
WALMART INC | 2.8M | $250M | 2.0% | $65.05 | +37.91% | 8 qtrssince 2023-Q1 | Increased 53 |
SALESFORCE.COM INC | 562,125 | $187.9M | 1.5% | $264.22 | +26.24% | 24 qtrssince 2019-Q1 | Increased 78 |
NETFLIX INC | 197,799 | $176.3M | 1.4% | $39.31 | +129.07% | 9 qtrssince 2022-Q4 | Increased 53 |
ORACLE CORP | 977,484 | $162.9M | 1.3% | $109.15 | +51.01% | 6 qtrssince 2023-Q3 | Decreased 0 |
ELI LILLY & CO | 205,701 | $158.8M | 1.3% | $481.33 | +58.44% | 12 qtrssince 2022-Q1 | Decreased 0 |
MASTERCARD INC - A | 300,180 | $158.1M | 1.3% | $330.22 | +58.00% | 24 qtrssince 2019-Q1 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 1.8M | $157.4M | 1.3% | $74.31 | +20.19% | 4 qtrssince 2024-Q1 | Increased 56 |
BANK OF AMERICA CORP | 3.5M | $155.8M | 1.3% | $35.92 | +18.31% | 5 qtrssince 2023-Q4 | Increased 58 |
VISA INC-CLASS A SHARES | 427,383 | $135.1M | 1.1% | $204.89 | +52.25% | 24 qtrssince 2019-Q1 | Decreased 0 |
CLEAN HARBORS INC | 520,910 | $119.9M | 1.0% | $152.75 | +113.45% | 9 qtrssince 2022-Q4 | Increased 51 |
WELLS FARGO & CO | 1.7M | $117.3M | 1.0% | $67.63 | 0.00% | 1 qtr | New 59 |
PHILIP MORRIS INTERNATIONAL | 942,348 | $113.4M | 0.9% | $115.23 | +0.59% | 2 qtrssince 2024-Q3 | Increased 43 |
Zurich Insurance Group Ltd/FI manages $12.3B across 233 positions as of Q4 2024. Top holdings: AAPL (6.7%), NVDA (5.9%), MSFT (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 57 new positions, 36 exits, 54 increased. Top move: CRM (INCREASED, conviction 78). Portfolio: $12.3B across 233 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