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Zurich Cantonal Bank

Zurich Cantonal Bank Portfolio holdings

AUM $52.2B
1-Year Est. Return 40.82%
This Fund
S&P 500
This Quarter Est. Return
+3.36%
1 Year Est. Return
+40.82%
3 Year Est. Return
+127.89%
5 Year Est. Return
+169.31%
10 Year Est. Return
+639.41%
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
POWI icon
1251
Power Integrations
POWI
$3.54B
$881K ﹤0.01%
14,277
+416
+3% +$26.5K
CIVI
1252
DELISTED
Civitas Resources
CIVI
$880K ﹤0.01%
19,194
+4,446
+30% +$221K
CBU icon
1253
Community Bank
CBU
$3.41B
$880K ﹤0.01%
14,274
+2,052
+17% +$131K
PAYO icon
1254
Payoneer
PAYO
$2.4B
$880K ﹤0.01%
87,685
+18,151
+26% +$173K
FULT icon
1255
Fulton Financial
FULT
$4.65B
$879K ﹤0.01%
45,606
+7,309
+19% +$143K
CRC icon
1256
California Resources
CRC
$4.81B
$878K ﹤0.01%
16,930
+4,613
+37% +$251K
CNS icon
1257
Cohen & Steers
CNS
$4.34B
$877K ﹤0.01%
9,500
+1,293
+16% +$128K
AL
1258
DELISTED
Air Lease Corp
AL
$876K ﹤0.01%
18,174
+70
+0.4% +$3.3K
CRSP icon
1259
CRISPR Therapeutics
CRSP
$5.23B
$874K ﹤0.01%
22,217
+645
+3% +$30.5K
BOOT icon
1260
Boot Barn
BOOT
$5.02B
$874K ﹤0.01%
5,758
– –
CAMT icon
1261
Camtek
CAMT
$7.67B
$874K ﹤0.01%
10,821
+1,749
+19% +$137K
AEO icon
1262
American Eagle Outfitters
AEO
$2.91B
$873K ﹤0.01%
52,399
+7,710
+17% +$146K
BIPC icon
1263
Brookfield Infrastructure
BIPC
$4.92B
$873K ﹤0.01%
21,765
– –
KNTK icon
1264
Kinetik
KNTK
$4.11B
$873K ﹤0.01%
15,386
+7,519
+96% +$406K
KFY icon
1265
Korn Ferry
KFY
$4.25B
$872K ﹤0.01%
12,933
+1,490
+13% +$108K
ULS icon
1266
UL Solutions
ULS
$15.6B
$870K ﹤0.01%
17,438
+9,884
+131% +$512K
ALIT icon
1267
Alight
ALIT
$364M
$868K ﹤0.01%
6,274
+1,851
+42% +$272K
SNSR icon
1268
Global X Internet of Things ETF
SNSR
$222M
$868K ﹤0.01%
24,855
-922
-4% -$32.5K
TEX icon
1269
Terex
TEX
$7.74B
$868K ﹤0.01%
18,779
+3,379
+22% +$176K
PTEN icon
1270
Patterson-UTI
PTEN
$4.22B
$868K ﹤0.01%
105,061
+25,655
+32% +$206K
CNK icon
1271
Cinemark Holdings
CNK
$4.25B
$867K ﹤0.01%
27,978
+5,365
+24% +$166K
TDS icon
1272
Telephone and Data Systems
TDS
$3.84B
$866K ﹤0.01%
25,395
+112
+0.4% +$3.41K
BBIO icon
1273
BridgeBio Pharma
BBIO
$16.4B
$865K ﹤0.01%
31,530
+6,466
+26% +$167K
PRGS icon
1274
Progress Software
PRGS
$1.77B
$865K ﹤0.01%
13,278
-10,407
-44% -$695K
ALEX
1275
DELISTED
Alexander & Baldwin
ALEX
$865K ﹤0.01%
48,761
+15,841
+48% +$299K
49 50
51
52 53

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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.