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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
BRKR icon
726
Bruker
BRKR
$8.58B
$2.9M 0.01%
49,534
-360,700
-88% -$21.3M
FNF icon
727
Fidelity National Financial
FNF
$12.9B
$2.9M 0.01%
51,604
-1,863
-3% -$112K
AHR icon
728
American Healthcare REIT
AHR
$10.7B
$2.89M 0.01%
101,595
+70,185
+223% +$1.89M
AAL icon
729
American Airlines Group
AAL
$9.93B
$2.89M 0.01%
165,528
+34,670
+26% +$498K
BZ icon
730
Kanzhun
BZ
$7.8B
$2.88M 0.01%
208,435
-529
-0.3% -$7.78K
TKO icon
731
TKO Group
TKO
$13.8B
$2.84M 0.01%
19,953
+3,572
+22% +$466K
SCI icon
732
Service Corp International
SCI
$11.4B
$2.82M 0.01%
35,357
+3,358
+10% +$275K
ATR icon
733
AptarGroup
ATR
$8.5B
$2.79M 0.01%
17,745
+2,857
+19% +$477K
CLS icon
734
Celestica
CLS
$36.2B
$2.78M 0.01%
30,132
+3,130
+12% +$245K
LNN icon
735
Lindsay Corp
LNN
$1.17B
$2.77M 0.01%
23,393
-7,741
-25% -$962K
FCN icon
736
FTI Consulting
FCN
$4.17B
$2.74M 0.01%
14,345
+6,576
+85% +$1.36M
FCPT icon
737
Four Corners Property Trust
FCPT
$2.69B
$2.73M 0.01%
100,708
+22,678
+29% +$647K
NYT icon
738
New York Times
NYT
$10.5B
$2.73M 0.01%
52,439
+13,804
+36% +$754K
FTAI icon
739
FTAI Aviation
FTAI
$22.1B
$2.73M 0.01%
18,935
+1,130
+6% +$167K
EPAM icon
740
EPAM Systems
EPAM
$5.02B
$2.72M 0.01%
11,621
+607
+6% +$135K
AKR icon
741
Acadia Realty Trust
AKR
$2.78B
$2.71M 0.01%
112,247
+39,860
+55% +$977K
OSW icon
742
OneSpaWorld
OSW
$2.62B
$2.7M 0.01%
135,446
+58,695
+76% +$1.09M
BEPC icon
743
Brookfield Renewable
BEPC
$6.17B
$2.69M 0.01%
97,324
-3,687
-4% -$113K
POOL icon
744
Pool Corp
POOL
$7.27B
$2.67M 0.01%
7,823
-609
-7% -$222K
WWD icon
745
Woodward
WWD
$21B
$2.66M 0.01%
16,008
+1,512
+10% +$258K
BCH icon
746
Banco de Chile
BCH
$21B
$2.66M 0.01%
117,367
– –
BRBR icon
747
BellRing Brands
BRBR
$1.32B
$2.66M 0.01%
35,329
+7,162
+25% +$509K
EVR icon
748
Evercore
EVR
$11.5B
$2.66M 0.01%
9,585
+1,724
+22% +$488K
SBRA icon
749
Sabra Healthcare REIT
SBRA
$5.28B
$2.65M 0.01%
153,261
+51,595
+51% +$942K
BEN icon
750
Franklin Resources
BEN
$17B
$2.65M 0.01%
130,424
– –
28 29
30
31 32

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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.