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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $46B
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
+3.36%
1 Year Est. Return
+27.59%
3 Year Est. Return
+97.89%
5 Year Est. Return
+132.69%
10 Year Est. Return
+500.34%
AUM
$35.1B
AUM Growth
+$1.49B
Cap. Flow
+$1.2B
Cap. Flow %
3.42%
Top 10 Hldgs %
34.43%
Holding
2,712
New
61
Increased
1,569
Reduced
471
Closed
67

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$91.2M
2
CSCO icon
Cisco
CSCO
+$88.8M
3
CME icon
CME Group
CME
+$88.4M
4
TSLA icon
Tesla
TSLA
+$81.2M
5
AAPL icon
Apple
AAPL
+$76.4M

Top Sells

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$189M
2
AMAT icon
Applied Materials
AMAT
+$78.6M
3
ELV icon
Elevance Health
ELV
+$75.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$56M
5
DHI icon
D.R. Horton
DHI
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 30.43%
2 Financials 16.87%
3 Healthcare 11.59%
4 Consumer Discretionary 10.13%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AA icon
676
Alcoa
AA
$13.6B
$3.67M 0.01%
97,050
+27,080
+39% +$1.13M
MNDY icon
677
monday.com
MNDY
$3.75B
$3.66M 0.01%
15,534
+1,296
+9% +$359K
KRG icon
678
Kite Realty
KRG
$5.29B
$3.65M 0.01%
144,621
+48,480
+50% +$1.28M
PAAS icon
679
Pan American Silver
PAAS
$21.8B
$3.64M 0.01%
180,197
+17,352
+11% +$388K
FOXA icon
680
Fox Class A
FOXA
$26.6B
$3.6M 0.01%
74,156
+7,287
+11% +$328K
COO icon
681
Cooper Companies
COO
$14.9B
$3.57M 0.01%
38,833
-6,428
-14% -$655K
GWRE icon
682
Guidewire Software
GWRE
$14.4B
$3.54M 0.01%
21,023
+2,467
+13% +$461K
RS icon
683
Reliance Steel & Aluminium
RS
$21.9B
$3.49M 0.01%
12,959
+437
+3% +$130K
STX icon
684
Seagate
STX
$182B
$3.48M 0.01%
40,302
-2,058
-5% -$207K
BIO icon
685
Bio-Rad Laboratories Class A
BIO
$9.48B
$3.48M 0.01%
10,588
+4,256
+67% +$1.44M
S icon
686
SentinelOne
S
$7.62B
$3.43M 0.01%
154,650
+30,554
+25% +$780K
GPC icon
687
Genuine Parts
GPC
$18.5B
$3.43M 0.01%
29,379
-1,507
-5% -$188K
PFGC icon
688
Performance Food Group
PFGC
$17.9B
$3.4M 0.01%
40,192
+6,085
+18% +$513K
DAY
689
DELISTED
Dayforce
DAY
$3.38M 0.01%
46,578
+4,057
+10% +$294K
EXPD icon
690
Expeditors International
EXPD
$23.3B
$3.34M 0.01%
30,179
-47,522
-61% -$5.67M
RNR icon
691
RenaissanceRe
RNR
$13.2B
$3.34M 0.01%
13,418
+1,766
+15% +$474K
EXLS icon
692
EXL Service
EXLS
$5.32B
$3.32M 0.01%
74,875
-9,110
-11% -$394K
UNM icon
693
Unum
UNM
$14.5B
$3.31M 0.01%
45,267
+3,554
+9% +$245K
AGI icon
694
Alamos Gold
AGI
$13.9B
$3.29M 0.01%
178,170
+86,137
+94% +$1.67M
CIEN icon
695
Ciena
CIEN
$54.9B
$3.28M 0.01%
38,732
+4,534
+13% +$325K
JAZZ icon
696
Jazz Pharmaceuticals
JAZZ
$16.7B
$3.27M 0.01%
26,578
+14,679
+123% +$1.73M
ENPH icon
697
Enphase Energy
ENPH
$5.41B
$3.26M 0.01%
47,526
+3,911
+9% +$310K
LW icon
698
Lamb Weston
LW
$7.12B
$3.26M 0.01%
48,765
-8,198
-14% -$612K
NLY icon
699
Annaly Capital Management
NLY
$17.3B
$3.25M 0.01%
177,523
-66,285
-27% -$1.29M
DKNG icon
700
DraftKings
DKNG
$12B
$3.24M 0.01%
87,162
+3,272
+4% +$130K
26 27
28
29 30

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Zurich Cantonal Bank's Q4 2024 Portfolio in Review

As of Q4 2024, Zurich Cantonal Bank held 2,712 positions worth $35.1B, up 4.4% from $33.6B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Zurich Cantonal Bank deployed $1.2B of net new capital in Q4 2024, opening 61 new positions and adding to 1,569 existing holdings. Its largest new stake was iShares S&P Small-Cap 600 Growth ETF: 15,903 shares worth $2.16M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was UBS Group, an estimated $189M trimmed.

  • Zurich Cantonal Bank's largest Q4 2024 buy was iShares S&P Small-Cap 600 Growth ETF: 15,903 shares worth $2.16M.
  • Zurich Cantonal Bank added most to JPMorgan Chase in Q4 2024, an estimated $91.2M increase.
  • Zurich Cantonal Bank's biggest Q4 2024 reduction was UBS Group, cutting an estimated $189M.
  • Zurich Cantonal Bank fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $21M.
  • Zurich Cantonal Bank's ten largest holdings make up 34% of its $35.1B portfolio in Q4 2024.
  • Zurich Cantonal Bank opened 61 new positions and closed 67 in Q4 2024.
  • Zurich Cantonal Bank's portfolio value rose 4.4% quarter-over-quarter to $35.1B.

Based on Zurich Cantonal Bank's 13F filing for Q4 2024, filed 7 Feb 2025.