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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
CORZ icon
1401
Core Scientific
CORZ
$6.35B
$724K ﹤0.01%
51,557
+22,200
+76% +$328K
LIVN icon
1402
LivaNova
LIVN
$4.33B
$719K ﹤0.01%
15,536
+2,607
+20% +$134K
AMKR icon
1403
Amkor Technology
AMKR
$13.5B
$718K ﹤0.01%
27,964
+3,058
+12% +$84.1K
ALGM icon
1404
Allegro MicroSystems
ALGM
$7.93B
$718K ﹤0.01%
32,851
+1,559
+5% +$33.2K
VAL icon
1405
Valaris
VAL
$6.03B
$716K ﹤0.01%
16,194
+846
+6% +$40.7K
BWIN
1406
Baldwin Insurance Group
BWIN
$2.88B
$715K ﹤0.01%
18,439
+3,147
+21% +$147K
SRRK icon
1407
Scholar Rock
SRRK
$6.34B
$713K ﹤0.01%
16,506
+6,741
+69% +$220K
IAG icon
1408
IAMGOLD
IAG
$10.4B
$713K ﹤0.01%
138,054
+28,496
+26% +$152K
ENLT icon
1409
Enlight Renewable Energy
ENLT
$11.6B
$712K ﹤0.01%
41,135
+12,057
+41% +$194K
AAT
1410
American Assets Trust
AAT
$1.37B
$710K ﹤0.01%
27,039
+9,271
+52% +$253K
SYNA icon
1411
Synaptics
SYNA
$4.18B
$710K ﹤0.01%
9,300
+943
+11% +$71.4K
DJT icon
1412
Trump Media & Technology Group
DJT
$2.48B
$709K ﹤0.01%
20,796
+6,000
+41% +$191K
TRN icon
1413
Trinity Industries
TRN
$2.29B
$709K ﹤0.01%
20,198
+3,229
+19% +$117K
EPAC icon
1414
Enerpac Tool Group
EPAC
$1.91B
$706K ﹤0.01%
17,182
+2,619
+18% +$120K
ATS icon
1415
ATS Corp
ATS
$2B
$705K ﹤0.01%
23,128
+1,420
+7% +$43.1K
OUT icon
1416
Outfront Media
OUT
$5.27B
$704K ﹤0.01%
38,716
+7,599
+24% +$141K
AIV
1417
Aimco
AIV
$376M
$703K ﹤0.01%
77,326
+21,320
+38% +$184K
LCII icon
1418
LCI Industries
LCII
$2.61B
$703K ﹤0.01%
6,795
+1,238
+22% +$143K
VCEL icon
1419
Vericel Corp
VCEL
$2.27B
$702K ﹤0.01%
12,791
+1,392
+12% +$70.5K
OSIS icon
1420
OSI Systems
OSIS
$3.84B
$702K ﹤0.01%
4,192
+291
+7% +$46.1K
GEO icon
1421
The GEO Group
GEO
$4.18B
$701K ﹤0.01%
25,065
+1,864
+8% +$41.3K
BDN
1422
Brandywine Realty Trust
BDN
$534M
$701K ﹤0.01%
125,183
+63,105
+102% +$352K
BHF icon
1423
Brighthouse Financial
BHF
$3.38B
$701K ﹤0.01%
14,587
– –
HAPN
1424
Happen Inc
HAPN
$2.22B
$701K ﹤0.01%
43,278
+8,810
+26% +$130K
WEN icon
1425
Wendy's
WEN
$1.44B
$698K ﹤0.01%
42,838
+4,955
+13% +$90.4K
55 56
57
58 59

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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.