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Zurich Cantonal Bank’s
StepStone Group
STEP
Stock Holding History
Zurich Cantonal Bank’s Portfolio
STEP Stock Details
STEP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.88M
Buy
39,358
+9,979
+34%
+$576K
﹤0.01%
1077
2025
Q4
$1.89M
Buy
29,379
+2,516
+9%
+$159K
0.01%
977
2025
Q3
$1.75M
Buy
26,863
+2,140
+9%
+$131K
﹤0.01%
989
2025
Q2
$1.37M
Buy
24,723
+3,229
+15%
+$173K
﹤0.01%
1074
2025
Q1
$1.12M
Buy
21,494
+1,673
+8%
+$98.4K
﹤0.01%
1098
2024
Q4
$1.15M
Buy
19,821
+4,311
+28%
+$267K
﹤0.01%
1116
2024
Q3
$881K
Hold
15,510
–
–
﹤0.01%
1192
2024
Q2
$712K
Hold
15,510
–
–
﹤0.01%
1247
2024
Q1
$554K
Hold
15,510
–
–
﹤0.01%
1399
2023
Q4
$494K
Buy
15,510
+3,937
+34%
+$111K
﹤0.01%
1509
2023
Q3
$365K
Hold
11,573
–
–
﹤0.01%
1591
2023
Q2
$287K
Buy
11,573
+1,545
+15%
+$35.5K
﹤0.01%
1699
2023
Q1
$243K
Buy
10,028
+3,134
+45%
+$85.7K
﹤0.01%
1752
2022
Q4
$174K
Buy
6,894
+150
+2%
+$4.19K
﹤0.01%
1906
2022
Q3
$165K
Hold
6,744
–
–
﹤0.01%
1867
2022
Q2
$176K
Hold
6,744
–
–
﹤0.01%
1874
2022
Q1
$223K
Hold
6,744
–
–
﹤0.01%
1820
2021
Q4
$280K
Buy
6,744
+4,221
+167%
+$186K
﹤0.01%
1853
2021
Q3
$108K
Buy
+2,523
New
+$112K
﹤0.01%
2301
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1-Year Est. Return
PWA
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Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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