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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
CGEM icon
2351
Cullinan Oncology
CGEM
$1.18B
$105K ﹤0.01%
8,649
-234
-3% -$3.36K
QBTS icon
2352
D-Wave Quantum Inc. Common Stock
QBTS
$7.52B
$105K ﹤0.01%
+12,514
New +$37.4K
BASE
2353
DELISTED
Couchbase
BASE
$104K ﹤0.01%
6,698
– –
MERC icon
2354
Mercer International
MERC
$34.2M
$104K ﹤0.01%
16,051
-702
-4% -$4.59K
VREX icon
2355
Varex Imaging
VREX
$778M
$104K ﹤0.01%
7,140
– –
SEMR
2356
DELISTED
Semrush
SEMR
$104K ﹤0.01%
8,744
– –
AGL icon
2357
Agilon Health
AGL
$1.63B
$104K ﹤0.01%
2,184
– –
QUBT icon
2358
Quantum Computing Inc
QUBT
$2.01B
$104K ﹤0.01%
+6,261
New +$34.4K
EYPT icon
2359
EyePoint Inc
EYPT
$1.13B
$104K ﹤0.01%
13,895
+3,021
+28% +$28.1K
LPRO
2360
DELISTED
Open Lending Corp
LPRO
$103K ﹤0.01%
17,308
– –
GRNT icon
2361
Granite Ridge Resources
GRNT
$670M
$103K ﹤0.01%
15,876
– –
VSAT icon
2362
Viasat
VSAT
$11.7B
$103K ﹤0.01%
12,047
– –
WOOF icon
2363
Petco
WOOF
$765M
$102K ﹤0.01%
26,701
– –
KELYA icon
2364
Kelly Services Class A
KELYA
$544M
$102K ﹤0.01%
7,293
+2,510
+52% +$42.3K
NOA
2365
North American Construction
NOA
$395M
$101K ﹤0.01%
4,711
– –
HPK icon
2366
HighPeak Energy
HPK
$1B
$101K ﹤0.01%
6,896
– –
DOYU
2367
DouYu International Holdings
DOYU
$134M
$101K ﹤0.01%
9,013
-4,389
-33% -$46.8K
STOK icon
2368
Stoke Therapeutics
STOK
$2.08B
$101K ﹤0.01%
9,129
– –
OPTU
2369
Optimum Communications Inc
OPTU
$306M
$101K ﹤0.01%
41,756
– –
ERAS icon
2370
Erasca
ERAS
$6.29B
$100K ﹤0.01%
+39,963
New +$110K
RVNC
2371
DELISTED
Revance Therapeutics, Inc.
RVNC
$100K ﹤0.01%
32,961
– –
KE
2372
Kimball Electronics
KE
$605M
$100K ﹤0.01%
5,339
– –
EQBK icon
2373
Equity Bancshares
EQBK
$1.04B
$99.1K ﹤0.01%
2,337
– –
BORR
2374
Borr Drilling
BORR
$1.28B
$99.1K ﹤0.01%
25,413
-44,950
-64% -$192K
BBBY
2375
Bed Bath & Beyond
BBBY
$423M
$98.9K ﹤0.01%
22,075
+5,435
+33% +$34.6K
93 94
95
96 97

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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.