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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
T icon
51
AT&T
T
$163B
$106M 0.3%
4,676,293
+69,334
+2% +$1.56M
TMUS icon
52
T-Mobile US
TMUS
$190B
$106M 0.3%
478,123
-130,303
-21% -$29.6M
VRT icon
53
Vertiv
VRT
$105B
$104M 0.3%
915,775
+7,524
+0.8% +$893K
VZ icon
54
Verizon
VZ
$196B
$104M 0.3%
2,592,721
-362,882
-12% -$15.3M
NFLX icon
55
Netflix
NFLX
$309B
$103M 0.29%
1,152,410
-163,850
-12% -$13.5M
MRK icon
56
Merck
MRK
$318B
$102M 0.29%
1,020,503
+58,082
+6% +$5.99M
ABBV icon
57
AbbVie
ABBV
$435B
$101M 0.29%
568,498
-29,242
-5% -$5.38M
BKNG icon
58
Booking.com
BKNG
$161B
$101M 0.29%
507,500
-26,775
-5% -$5.15M
REGN icon
59
Regeneron Pharmaceuticals
REGN
$80.8B
$99.7M 0.28%
139,958
+209
+0.1% +$175K
ISRG icon
60
Intuitive Surgical
ISRG
$134B
$97.8M 0.28%
187,398
+36,865
+24% +$19.2M
AXP icon
61
American Express
AXP
$230B
$97.3M 0.28%
327,864
+7,676
+2% +$2.21M
URI icon
62
United Rentals
URI
$72.4B
$96.3M 0.27%
136,740
-39,474
-22% -$32.1M
CAT icon
63
Caterpillar
CAT
$387B
$95.4M 0.27%
263,026
+3,317
+1% +$1.29M
MU icon
64
Micron Technology
MU
$991B
$95.4M 0.27%
1,133,375
+168,631
+17% +$17.2M
EQIX icon
65
Equinix
EQIX
$103B
$93.8M 0.27%
99,489
+17,084
+21% +$15.7M
AMAT icon
66
Applied Materials
AMAT
$428B
$93.2M 0.27%
572,859
-433,494
-43% -$78.6M
HUBB icon
67
Hubbell
HUBB
$27.2B
$91.7M 0.26%
219,001
-12,129
-5% -$5.41M
C icon
68
Citigroup
C
$226B
$91M 0.26%
1,292,399
-345,121
-21% -$23.3M
PEP icon
69
PepsiCo
PEP
$190B
$89.7M 0.26%
589,943
+19,263
+3% +$3.16M
APH icon
70
Amphenol
APH
$209B
$87.5M 0.25%
1,260,231
+970,865
+336% +$68M
CVX icon
71
Chevron
CVX
$366B
$85.3M 0.24%
589,223
+185,528
+46% +$28.4M
PANW icon
72
Palo Alto Networks
PANW
$297B
$84.4M 0.24%
463,692
-97,992
-17% -$18.5M
PWR icon
73
Quanta Services
PWR
$101B
$83.2M 0.24%
263,138
+32,993
+14% +$10.6M
PLD icon
74
Prologis
PLD
$133B
$82.9M 0.24%
784,360
+179,880
+30% +$20.7M
ABT icon
75
Abbott
ABT
$187B
$82.9M 0.24%
732,945
+22,705
+3% +$2.62M
1 2
3
4 5

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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.