Zurich Insurance Group Ltd/FI Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$8.0B

Holdings

223

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (223 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
1,574,459$426.5B5312.96%
2
GOOGLAlphabet Inc
160,639$392.2B4886.03%
3
AAPLApple Inc
2,798,654$383.3B4774.63%
4
AMZNAmazon.com Inc
108,064$371.8B4630.79%
5
METAFacebook Inc
949,347$330.1B4111.86%
6
ADBEAdobe Inc
356,097$208.5B2597.74%
7
NVDANVIDIA Corp
254,251$203.4B2533.98%
8
PYPLPayPal Holdings Inc
630,919$183.9B2290.75%
9
VVisa Inc
781,848$182.8B2277.20%
10
UNHUnitedHealth Group Inc
449,936$180.2B2244.31%
11
MAMastercard Inc
465,095$169.8B2115.14%
12
CRMsalesforce.com Inc
664,856$162.4B2022.99%
13
NFLXNetflix Inc
288,147$152.2B1895.91%
14
NKENIKE Inc
948,462$146.5B1825.23%
15
INTUIntuit Inc
296,476$145.3B1810.23%
16
DHRDanaher Corp
534,559$143.5B1786.94%
17
TXNTexas Instruments Inc
734,963$141.3B1760.52%
18
ADSKAutodesk Inc
442,648$129.2B1609.49%
19
AMTAmerican Tower Corp
466,983$126.2B1571.40%
20
GSGoldman Sachs Group Inc/The
316,824$120.2B1497.82%
21
DWDMorgan Stanley
1,310,026$120.1B1496.23%
22
CHTRCharter Communications Inc
162,959$117.6B1464.47%
23
BKNGBooking Holdings Inc
53,459$117.0B1457.08%
24
ELEstee Lauder Cos Inc/The
364,185$115.8B1442.96%
25
PPGPPG Industries Inc
677,388$115.0B1432.50%
26
AMATApplied Materials Inc
801,289$114.1B1421.34%
27
MCOMoody's Corp
314,723$114.0B1420.62%
28
SPGIS&P Global Inc
263,066$108.0B1344.99%
29
TSCOTractor Supply Co
574,180$106.8B1330.75%
30
KKRKKR & Co Inc
1,741,456$103.2B1285.06%
31
IRIngersoll Rand Inc
1,985,133$96.9B1206.96%
32
AXPAmerican Express Co
576,667$95.3B1186.89%
33
NEENextEra Energy Inc
1,300,217$95.3B1186.86%
34
BACBank of America Corp
2,248,240$92.7B1154.66%
35
AG8Agilent Technologies Inc
616,385$91.1B1134.89%
36
APOEURApollo Global Management Inc
1,438,463$89.5B1114.51%
37
GNRCGenerac Holdings Inc
192,844$80.1B997.26%
38
MHKMohawk Industries Inc
414,793$79.7B993.02%
39
ADIAnalog Devices Inc
450,836$77.6B966.82%
40
CATCaterpillar Inc
345,574$75.2B936.82%
41
MANManpowerGroup Inc
629,740$74.9B932.77%
42
TPRTapestry Inc
1,543,999$67.1B836.24%
43
EAElectronic Arts Inc
454,884$65.4B814.98%
44
LINLinde PLC
215,327$62.3B775.60%
45
CMGChipotle Mexican Grill Inc
39,689$61.5B766.46%
46
LENLennar Corp
594,924$59.1B736.25%
47
EXPEagle Materials Inc
381,880$54.3B676.00%
48
FISVFiserv Inc
454,800$48.6B605.56%
49
GGGGraco Inc
637,201$48.2B600.85%
50
ISRGIntuitive Surgical Inc
51,594$47.4B591.04%
51
MKLMarkel Corp
38,070$45.2B562.76%
52
NVRNVR Inc
9,010$44.8B558.16%
53
AZEKAZEK Co Inc/The
1,013,375$43.0B535.98%
54
STLAStellantis NV
2,100,040$41.2B513.06%
55
UBERUber Technologies Inc
817,292$41.0B510.26%
56
FCXFreeport-McMoRan Inc
1,034,388$38.4B478.16%
57
MSCIMSCI Inc
71,932$38.3B477.66%
58
BKBank of New York Mellon Corp/The
666,949$34.2B425.61%
59
AMEAMETEK Inc
249,711$33.3B415.25%
60
DHIDR Horton Inc
360,870$32.6B406.23%
61
WBAWalgreens Boots Alliance Inc
608,792$32.0B398.97%
62
STTState Street Corp
371,422$30.6B380.68%
63
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF
685,897$25.2B313.48%
64
CVSCVS Health Corp
296,249$24.7B307.91%
65
CNRCanadian National Railway Co
232,518$24.5B305.63%
66
SPYSPDR S&P 500 ETF Trust
58,500$24.4B303.48%
67
SPMBSPDR Portfolio Mortgage Backed Bond ETF
834,318$21.6B268.55%
68
EWEdwards Lifesciences Corp
207,261$21.5B267.39%
69
ABNBAirbnb Inc
138,159$21.2B263.55%
70
XLKTECHNOLOGY SELECT SECT SPDR
147,152$20.9B260.78%
71
UBSUBS Group AG
1,268,176$19.4B241.91%
72
MBBiShares MBS ETF
170,378$18.4B229.59%
73
TMOThermo Fisher Scientific Inc
35,447$17.9B222.75%
74
IGSBiShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF
315,118$17.3B215.15%
75
XLYCONSUMER DISCRETIONARY SELT
88,405$15.7B195.97%
76
BCBrunswick Corp/DE
152,331$15.2B189.03%
77
FERGFerguson PLC
93,967$13.0B162.46%
78
XLFFINANCIAL SELECT SECTOR SPDR
367,201$12.9B160.64%
79
VMBSVanguard Mortgage-Backed Securities ETF
239,407$12.8B159.16%
80
VCSHVanguard Short-Term Corporate Bond ETF
147,402$12.2B151.83%
81
SEDGSolarEdge Technologies Inc
43,044$11.9B148.18%
82
BABAAlibaba Group Holding Ltd
51,048$11.6B144.21%
83
VOXVANGUARD COMMUNICATION SERVI
84,047$11.4B141.44%
84
VOOVANGUARD S&P 500 ETF
29,357$11.2B139.87%
85
PBWInvesco WilderHill Clean Energy ETF
117,725$11.0B136.66%
86
XLIINDUSTRIAL SELECT SECT SPDR
100,895$10.2B126.89%
87
MOATVANECK MORNINGSTAR WIDE MOAT
135,516$9.8B121.96%
88
ALCAlcon Inc
133,507$9.4B116.51%
89
VHTVANGUARD HEALTH CARE ETF
36,233$8.7B108.73%
90
RACEFerrari NV
41,607$8.6B106.89%
91
XLVHEALTH CARE SELECT SECTOR
65,394$8.1B100.54%
92
EZUISHARES MSCI EUROZONE ETF
139,470$6.8B84.39%
93
GOOGAlphabet Inc
2,536$6.4B79.17%
94
JPMJPMorgan Chase & Co
27,800$4.3B53.86%
95
LOGILogitech International SA
32,421$3.9B48.97%
96
VFHVANGUARD FINANCIALS ETF
44,115$3.8B47.86%
97
IVEISHARES S&P 500 VALUE ETF
24,980$3.6B45.39%
98
HDHome Depot Inc/The
11,400$3.6B45.28%
99
ACWIISHARES MSCI ACWI ETF
35,733$3.5B44.08%
100
EESWISDOMTREE US SMALLCAP FUND
72,095$3.4B42.75%
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