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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
BBUC
2451
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.9B
$70.6K ﹤0.01%
2,909
– –
TWI icon
2452
Titan International
TWI
$457M
$70.2K ﹤0.01%
10,339
– –
LAC
2453
Lithium Americas
LAC
$1.18B
$69.7K ﹤0.01%
23,312
+6,649
+40% +$23K
CCO icon
2454
Clear Channel Outdoor Holdings
CCO
$1.23B
$69.2K ﹤0.01%
50,510
– –
MITK icon
2455
Mitek Systems
MITK
$837M
$68.5K ﹤0.01%
6,159
– –
GNE icon
2456
Genie Energy
GNE
$381M
$67.5K ﹤0.01%
4,330
– –
VTOL icon
2457
Bristow Group
VTOL
$1.38B
$67.3K ﹤0.01%
1,961
– –
REPL icon
2458
Replimune Group
REPL
$1.15B
$67K ﹤0.01%
5,534
– –
CENT icon
2459
Central Garden & Pet Co
CENT
$2.75B
$66.9K ﹤0.01%
1,723
– –
NAMS icon
2460
NewAmsterdam Pharma
NAMS
$3.34B
$66.8K ﹤0.01%
+2,600
New +$55.2K
QTRX icon
2461
Quanterix
QTRX
$114M
$66.5K ﹤0.01%
6,260
– –
AVAH icon
2462
Aveanna Healthcare
AVAH
$2.06B
$66.2K ﹤0.01%
+14,496
New +$74.2K
ANNX icon
2463
Annexon
ANNX
$883M
$66.1K ﹤0.01%
+12,883
New +$79.3K
GSBC icon
2464
Great Southern Bancorp
GSBC
$873M
$66K ﹤0.01%
1,105
– –
TTGT icon
2465
TechTarget
TTGT
$282M
$65.1K ﹤0.01%
3,285
– –
EVLV icon
2466
Evolv Technologies
EVLV
$1.05B
$64.1K ﹤0.01%
16,223
– –
CSIQ icon
2467
Canadian Solar
CSIQ
$1.06B
$64K ﹤0.01%
5,759
-1,596
-22% -$20.6K
ARKO icon
2468
ARKO Corp
ARKO
$527M
$63.4K ﹤0.01%
9,620
– –
TH icon
2469
Target Hospitality
TH
$1.6B
$63.1K ﹤0.01%
6,529
– –
CTOS icon
2470
Custom Truck One Source
CTOS
$2.42B
$62.6K ﹤0.01%
13,010
– –
ETNB
2471
DELISTED
89bio
ETNB
$62.5K ﹤0.01%
7,995
– –
FUBO icon
2472
FuboTV Inc
FUBO
$276M
$62.3K ﹤0.01%
4,121
– –
LAND
2473
Gladstone Land Corp
LAND
$351M
$61.5K ﹤0.01%
5,666
– –
IEO icon
2474
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
$61.1K ﹤0.01%
692
-10
-1% -$941
SKYE icon
2475
Skye Bioscience
SKYE
$18.7M
$61K ﹤0.01%
+21,560
New +$90.1K
97 98
99
100 101

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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.