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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
MS icon
101
Morgan Stanley
MS
$340B
$62.8M 0.18%
499,554
+14,283
+3% +$1.76M
NEE icon
102
NextEra Energy
NEE
$177B
$61.6M 0.18%
859,113
+87,217
+11% +$6.78M
CRWD icon
103
CrowdStrike
CRWD
$218B
$61.6M 0.18%
719,756
-57,856
-7% -$4.81M
INTC icon
104
Intel
INTC
$513B
$61.6M 0.18%
3,069,979
+655,520
+27% +$14.8M
PYPL icon
105
PayPal
PYPL
$50.5B
$61.1M 0.17%
716,002
+250,955
+54% +$21.1M
UNP icon
106
Union Pacific
UNP
$174B
$60.6M 0.17%
265,732
+7,632
+3% +$1.81M
FISV
107
Fiserv Inc
FISV
$27.9B
$60.3M 0.17%
293,710
+29,164
+11% +$5.95M
LOW icon
108
Lowe's Companies
LOW
$125B
$58.5M 0.17%
237,029
+100,836
+74% +$26.9M
TT icon
109
Trane Technologies
TT
$106B
$56.6M 0.16%
153,169
+8,337
+6% +$3.31M
SNPS icon
110
Synopsys
SNPS
$79.7B
$56.1M 0.16%
115,674
-26,911
-19% -$14.1M
HLT icon
111
Hilton Worldwide
HLT
$71.5B
$55.8M 0.16%
225,661
+4,846
+2% +$1.19M
MMM icon
112
3M
MMM
$94.3B
$55.6M 0.16%
430,508
+12,075
+3% +$1.58M
CMI icon
113
Cummins
CMI
$88.7B
$54.9M 0.16%
157,419
+6,107
+4% +$2.15M
SYK icon
114
Stryker
SYK
$130B
$53M 0.15%
147,069
-7,322
-5% -$2.71M
SHOP icon
115
Shopify
SHOP
$195B
$52.6M 0.15%
494,441
+54,066
+12% +$5.26M
CI icon
116
Cigna
CI
$74.6B
$51.9M 0.15%
188,067
+11,991
+7% +$3.82M
UBER icon
117
Uber
UBER
$153B
$51.7M 0.15%
857,188
+155,683
+22% +$11.1M
DIS icon
118
Walt Disney
DIS
$181B
$51.2M 0.15%
459,737
+26,678
+6% +$2.8M
SPG icon
119
Simon Property Group
SPG
$72.3B
$50.2M 0.14%
291,463
+79,779
+38% +$14M
DLR icon
120
Digital Realty Trust
DLR
$71.7B
$50M 0.14%
281,831
+66,943
+31% +$11.9M
AFL icon
121
Aflac
AFL
$62.6B
$49.7M 0.14%
480,519
-73,157
-13% -$7.98M
CB icon
122
Chubb
CB
$135B
$49.5M 0.14%
178,990
+7,059
+4% +$2M
TDG icon
123
TransDigm Group
TDG
$67.7B
$49M 0.14%
38,676
+2,772
+8% +$3.65M
SBUX icon
124
Starbucks
SBUX
$120B
$48.1M 0.14%
527,121
+28,227
+6% +$2.73M
TSCO icon
125
Tractor Supply
TSCO
$18B
$47.3M 0.13%
890,898
-39,112
-4% -$2.21M
3 4
5
6 7

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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.