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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
XYL icon
151
Xylem
XYL
$28.1B
$38.9M 0.11%
335,182
-270,986
-45% -$34.3M
AMP icon
152
Ameriprise Financial
AMP
$48.8B
$38.4M 0.11%
72,187
+36,061
+100% +$19.2M
HIG icon
153
Hartford Financial Services
HIG
$39.3B
$38.4M 0.11%
351,026
+146,255
+71% +$17M
TRV icon
154
Travelers Companies
TRV
$80.2B
$38.3M 0.11%
159,172
+47,985
+43% +$12M
TXN icon
155
Texas Instruments
TXN
$261B
$38.2M 0.11%
203,792
+17,110
+9% +$3.42M
ENB icon
156
Enbridge
ENB
$112B
$38.1M 0.11%
899,256
-13,314
-1% -$557K
EBAY icon
157
eBay
EBAY
$49.8B
$38M 0.11%
613,866
-16,306
-3% -$1.04M
TD icon
158
Toronto Dominion Bank
TD
$200B
$37.9M 0.11%
712,379
+25,828
+4% +$1.45M
EW icon
159
Edwards Lifesciences
EW
$51.7B
$37.6M 0.11%
507,769
+29,351
+6% +$2.05M
ICE icon
160
Intercontinental Exchange
ICE
$84.4B
$37.5M 0.11%
251,363
+13,599
+6% +$2.15M
PHM icon
161
Pultegroup
PHM
$25.3B
$37.4M 0.11%
343,839
-178,119
-34% -$23.1M
UPS icon
162
United Parcel Service
UPS
$88.9B
$37.4M 0.11%
296,880
+11,614
+4% +$1.53M
SU icon
163
Suncor Energy
SU
$70.3B
$37.3M 0.11%
1,046,513
+178,727
+21% +$6.88M
KKR icon
164
KKR & Co
KKR
$92.3B
$37.3M 0.11%
251,925
+25,534
+11% +$3.75M
ED icon
165
Consolidated Edison
ED
$39.9B
$37.1M 0.11%
416,106
+36,931
+10% +$3.64M
PDD icon
166
Pinduoduo
PDD
$131B
$36.9M 0.11%
380,638
+16,680
+5% +$1.94M
ANET icon
167
Arista Networks
ANET
$238B
$36.9M 0.11%
333,702
+94,306
+39% +$9.7M
EIX icon
168
Edison International
EIX
$26.4B
$36.6M 0.1%
458,916
+15,714
+4% +$1.31M
FIS icon
169
Fidelity National Information Services
FIS
$22.1B
$36.5M 0.1%
451,856
+2,233
+0.5% +$192K
RTX icon
170
RTX Corp
RTX
$301B
$36.4M 0.1%
314,860
+21,588
+7% +$2.61M
GIS icon
171
General Mills
GIS
$19.7B
$36.4M 0.1%
570,057
+35,648
+7% +$2.39M
ALL icon
172
Allstate
ALL
$67.5B
$36M 0.1%
186,792
+67,032
+56% +$13M
NEM icon
173
Newmont
NEM
$119B
$35.7M 0.1%
959,038
+356,826
+59% +$16.3M
RACE icon
174
Ferrari
RACE
$72.5B
$35.6M 0.1%
83,470
-267
-0.3% -$120K
ZTS icon
175
Zoetis
ZTS
$30B
$35.4M 0.1%
217,094
+12,174
+6% +$2.18M
5 6
7
8 9

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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.