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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
WSC icon
926
WillScot Mobile Mini Holdings
WSC
$4.18B
$1.7M ﹤0.01%
50,764
+7,388
+17% +$271K
CRDO icon
927
Credo Technology Group
CRDO
$44.7B
$1.69M ﹤0.01%
25,133
– –
CROX icon
928
Crocs
CROX
$6.63B
$1.69M ﹤0.01%
15,396
-2,047
-12% -$238K
BECN
929
DELISTED
Beacon Roofing Supply, Inc.
BECN
$1.68M ﹤0.01%
16,540
+1,935
+13% +$195K
MKSI icon
930
MKS Inc
MKSI
$19.8B
$1.68M ﹤0.01%
16,091
+1,784
+12% +$193K
EAT icon
931
Brinker International
EAT
$9.76B
$1.67M ﹤0.01%
12,657
-365
-3% -$41.1K
ZLAB icon
932
Zai Lab
ZLAB
$2.65B
$1.67M ﹤0.01%
+63,909
New +$1.77M
FYBR
933
DELISTED
Frontier Communications
FYBR
$1.67M ﹤0.01%
48,225
+7,312
+18% +$256K
IONQ icon
934
IonQ
IONQ
$17.2B
$1.67M ﹤0.01%
40,010
+11,994
+43% +$301K
WHR icon
935
Whirlpool
WHR
$2.75B
$1.67M ﹤0.01%
14,576
+2,686
+23% +$296K
GNTX icon
936
Gentex
GNTX
$5.02B
$1.66M ﹤0.01%
57,800
+5,961
+11% +$178K
CAVA icon
937
CAVA Group
CAVA
$7.17B
$1.66M ﹤0.01%
14,712
+4,242
+41% +$566K
KBH icon
938
KB Home
KBH
$3.47B
$1.65M ﹤0.01%
25,136
+1,983
+9% +$154K
DOCS icon
939
Doximity
DOCS
$4.57B
$1.65M ﹤0.01%
30,879
+7,351
+31% +$360K
MTH icon
940
Meritage Homes
MTH
$4.69B
$1.65M ﹤0.01%
21,426
+4,608
+27% +$420K
BLDP
941
Ballard Power Systems
BLDP
$769M
$1.63M ﹤0.01%
980,067
+134,991
+16% +$210K
MHK icon
942
Mohawk Industries
MHK
$9.19B
$1.63M ﹤0.01%
13,652
+1,345
+11% +$188K
PARA
943
DELISTED
Paramount Global Class B
PARA
$1.63M ﹤0.01%
155,452
+48,948
+46% +$526K
XP icon
944
XP
XP
$8.37B
$1.63M ﹤0.01%
137,210
+46,200
+51% +$727K
PATH icon
945
UiPath
PATH
$8.08B
$1.62M ﹤0.01%
127,834
+46,652
+57% +$617K
GBTG icon
946
American Express Global Business Travel
GBTG
$4.94B
$1.62M ﹤0.01%
174,340
+141,513
+431% +$1.21M
ESLT icon
947
Elbit Systems
ESLT
$39.6B
$1.62M ﹤0.01%
6,185
+2,627
+74% +$616K
NHI icon
948
National Health Investors
NHI
$3.59B
$1.62M ﹤0.01%
23,321
+7,865
+51% +$598K
ONB icon
949
Old National Bancorp
ONB
$10.1B
$1.61M ﹤0.01%
74,238
+6,091
+9% +$127K
HLNE icon
950
Hamilton Lane
HLNE
$5.53B
$1.61M ﹤0.01%
10,883
+2,203
+25% +$393K
36 37
38
39 40

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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.