Zurich Insurance Group Ltd/FI
Institutional investor · Portfolio as of Q4 2025
Top Holdings291 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 5.6M | $1B | 7.2% | $120.82 | +55.22% | 12 qtrssince 2023-Q1 | Decreased 0 |
APPLE INC | 3.3M | $909.7M | 6.3% | $168.42 | +60.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.4M | $740.9M | 5.1% | $130.52 | +140.45% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.5M | $729.9M | 5.1% | $223.18 | +118.43% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $466.5M | 3.2% | $152.83 | +52.15% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 969,395 | $335.5M | 2.3% | $174.77 | +97.31% | 21 qtrssince 2020-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 462,732 | $305.4M | 2.1% | $220.57 | +201.92% | 28 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 600,415 | $270M | 1.9% | $310.91 | +46.16% | 6 qtrssince 2024-Q3 | Decreased 0 |
ELI LILLY & CO | 235,134 | $252.7M | 1.8% | $654.79 | +63.34% | 16 qtrssince 2022-Q1 | Increased 63 |
VISA INC-CLASS A SHARES | 636,484 | $223.2M | 1.5% | $269.26 | +29.47% | 28 qtrssince 2019-Q1 | Increased 60 |
WALMART INC | 1.7M | $184.2M | 1.3% | $83.31 | +34.35% | 12 qtrssince 2023-Q1 | Increased 53 |
JOHNSON & JOHNSON | 852,198 | $176.4M | 1.2% | $176.20 | +17.43% | 20 qtrssince 2021-Q1 | Increased 66 |
JPMORGAN CHASE & CO | 482,000 | $155.3M | 1.1% | $190.34 | +69.16% | 21 qtrssince 2020-Q4 | Decreased 0 |
CRH PLC | 1.2M | $151.6M | 1.1% | $99.03 | +24.62% | 10 qtrssince 2023-Q3 | Decreased 0 |
SALESFORCE.COM INC | 555,116 | $147.1M | 1.0% | $259.71 | -26.47% | 2 qtrssince 2025-Q3 | Increased 77 |
MORGAN STANLEY | 786,539 | $139.6M | 1.0% | $174.65 | 0.00% | 1 qtr | New 59 |
RAYTHEON TECHNOLOGIES CORP | 747,591 | $137.1M | 1.0% | $142.37 | +27.44% | 4 qtrssince 2025-Q1 | Increased 55 |
CITIGROUP INC | 1.1M | $132.7M | 0.9% | $99.79 | +15.19% | 5 qtrssince 2024-Q4 | Increased 69 |
INTL BUSINESS MACHINES CORP | 443,622 | $131.4M | 0.9% | $238.82 | +21.56% | 8 qtrssince 2024-Q1 | Increased 47 |
LAM RESEARCH CORP COM NEW | 766,421 | $131.2M | 0.9% | $136.68 | +27.14% | 5 qtrssince 2024-Q4 | Increased 69 |
Zurich Insurance Group Ltd/FI manages $14.4B across 291 positions as of Q4 2025. Top holdings: NVDA (7.2%), AAPL (6.3%), GOOGL (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 71 new positions, 50 exits, 73 increased. Top move: CRM (INCREASED, conviction 77). Portfolio: $14.4B across 291 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