Zurich Insurance Group Ltd/FI Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$9.4B

Holdings

235

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (235 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,828,692$577.4M6.11%
2
AAPLAPPLE INC
3,252,003$556.8M5.89%
3
GOOGLALPHABET INC
3,450,609$451.5M4.78%
4
AMZNAMAZON COM INC
2,721,914$346.0M3.66%
5
METAMETA PLATFORMS INC
950,872$285.5M3.02%
6
NVDANVIDIA CORPORATION
575,667$250.4M2.65%
7
XOMEXXON MOBIL CORP
1,516,750$178.3M1.89%
8
WMTWALMART INC
1,053,069$168.4M1.78%
9
TSLATESLA INC
649,633$162.6M1.72%
10
JPMJPMORGAN CHASE & CO
1,019,589$147.9M1.57%
11
MAMASTERCARD INCORPORATED
364,087$144.1M1.53%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
403,853$141.5M1.50%
13
LLYELI LILLY & CO
263,247$141.4M1.50%
14
VVISA INC
600,509$138.1M1.46%
15
AVGOBROADCOM INC
162,484$135.0M1.43%
16
ABBVABBVIE INC
890,383$132.7M1.41%
17
COPCONOCOPHILLIPS
964,180$115.5M1.22%
18
COSTCOSTCO WHSL CORP NEW
200,428$113.2M1.20%
19
ADBEADOBE INC
219,691$112.0M1.19%
20
RHCRH PLC
2,030,243$111.5M1.18%
21
UNHUNITEDHEALTH GROUP INC
214,616$108.2M1.15%
22
LOWLOWES COS INC
519,310$107.9M1.14%
23
CRMSALESFORCE INC
482,781$97.9M1.04%
24
CAHCARDINAL HEALTH INC
1,119,176$97.2M1.03%
25
AMATAPPLIED MATLS INC
700,315$97.0M1.03%
26
GEGENERAL ELECTRIC CO
853,341$94.3M1.00%
27
ORCLORACLE CORP
848,596$89.9M0.95%
28
MUMICRON TECHNOLOGY INC
1,300,092$88.4M0.94%
29
FERGFERGUSON PLC NEW
530,341$87.2M0.92%
30
CLHCLEAN HARBORS INC
497,860$83.3M0.88%
31
SYKSTRYKER CORPORATION
301,684$82.4M0.87%
32
VRTXVERTEX PHARMACEUTICALS INC
236,174$82.1M0.87%
33
CBCHUBB LIMITED
393,161$81.8M0.87%
34
INTUINTUIT
155,985$79.7M0.84%
35
AMGNAMGEN INC
294,240$79.1M0.84%
36
PGPROCTER AND GAMBLE CO
527,948$77.0M0.82%
37
NFLXNETFLIX INC
198,546$75.0M0.79%
38
LINLINDE PLC
200,639$74.7M0.79%
39
KLACKLA CORP
161,339$74.0M0.78%
40
MRKMERCK & CO INC
708,059$72.9M0.77%
41
FANGDIAMONDBACK ENERGY INC
459,325$71.1M0.75%
42
WFCWELLS FARGO CO NEW
1,739,675$71.1M0.75%
43
KKRKKR & CO INC
1,127,024$69.4M0.73%
44
ABGCENCORA INC
383,894$69.1M0.73%
45
IRINGERSOLL RAND INC
1,068,065$68.1M0.72%
46
TJXTJX COS INC NEW
763,042$67.8M0.72%
47
TMUST-MOBILE US INC
475,560$66.6M0.71%
48
APOAPOLLO GLOBAL MGMT INC
732,259$65.7M0.70%
49
REGNREGENERON PHARMACEUTICALS
79,324$65.3M0.69%
50
ENBENBRIDGE INC
1,937,419$64.3M0.68%
51
WMSADVANCED DRAIN SYS INC DEL
554,908$63.2M0.67%
52
ETNEATON CORP PLC
282,461$60.2M0.64%
53
CPRTCOPART INC
1,389,194$59.9M0.63%
54
T7DTRANSDIGM GROUP INC
70,375$59.3M0.63%
55
WDAYWORKDAY INC
270,242$58.1M0.61%
56
BKNGBOOKING HOLDINGS INC
18,310$56.5M0.60%
57
ICEINTERCONTINENTAL EXCHANGE IN
512,154$56.3M0.60%
58
AIGAMERICAN INTL GROUP INC
922,604$55.9M0.59%
59
SPGIS&P GLOBAL INC
150,195$54.9M0.58%
60
MCKMCKESSON CORP
124,290$54.0M0.57%
61
LULULULULEMON ATHLETICA INC
140,069$54.0M0.57%
62
DUKDUKE ENERGY CORP NEW
597,123$52.7M0.56%
63
ADIANALOG DEVICES INC
293,393$51.4M0.54%
64
ITGARTNER INC
145,010$49.8M0.53%
65
AONAON PLC
152,056$49.3M0.52%
66
MKLMARKEL GROUP INC
32,051$47.2M0.50%
67
YETIYETI HLDGS INC
957,418$46.2M0.49%
68
CMCSACOMCAST CORP NEW
997,343$44.2M0.47%
69
SPIBSPDR SER TR
1,402,903$44.1M0.47%
70
DECKDECKERS OUTDOOR CORP
84,705$43.5M0.46%
71
ODFLOLD DOMINION FREIGHT LINE IN
101,032$41.3M0.44%
72
AKXANSYS INC
137,365$40.9M0.43%
73
MCOMOODYS CORP
127,339$40.3M0.43%
74
VICIVICI PPTYS INC
1,355,722$39.5M0.42%
75
CEGCONSTELLATION ENERGY CORP
354,047$38.6M0.41%
76
VCSHVANGUARD SCOTTSDALE FDS
512,721$38.5M0.41%
77
PGRPROGRESSIVE CORP
274,281$38.2M0.40%
78
SLBSCHLUMBERGER LTD
630,601$36.8M0.39%
79
LECOLINCOLN ELEC HLDGS INC
201,931$36.7M0.39%
80
SNPSSYNOPSYS INC
77,379$35.5M0.38%
81
WRKUSDWESTROCK CO
974,168$34.9M0.37%
82
IGSBISHARES TR
679,581$33.9M0.36%
83
BKRBAKER HUGHES COMPANY
944,794$33.4M0.35%
84
RRXREGAL REXNORD CORPORATION
223,959$32.0M0.34%
85
SPMBSPDR SER TR
1,482,295$30.8M0.33%
86
TDWTIDEWATER INC NEW
432,110$30.7M0.33%
87
XLKSELECT SECTOR SPDR TR
178,494$30.1M0.32%
88
MBBISHARES TR
338,060$30.0M0.32%
89
ISRGINTUITIVE SURGICAL INC
102,435$29.9M0.32%
90
CVXCHEVRON CORP NEW
175,737$29.6M0.31%
91
WFRDWEATHERFORD INTL PLC
304,971$27.5M0.29%
92
FDXFEDEX CORP
103,461$27.4M0.29%
93
TXNTEXAS INSTRS INC
172,049$27.4M0.29%
94
NKENIKE INC
282,599$27.0M0.29%
95
MSIMOTOROLA SOLUTIONS INC
98,157$26.7M0.28%
96
GEHCGE HEALTHCARE TECHNOLOGIES I
375,898$25.6M0.27%
97
PTCPTC INC
180,498$25.6M0.27%
98
STLASTELLANTIS N.V
1,318,346$25.4M0.27%
99
PLDPROLOGIS INC.
221,461$24.9M0.26%
100
CMCCOMMERCIAL METALS CO
462,923$22.9M0.24%
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