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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
AAPL icon
1
Apple
AAPL
$4.89T
$2.09B 5.97%
8,363,902
+323,988
+4% +$76.4M
NVDA icon
2
NVIDIA
NVDA
$5.01T
$1.96B 5.59%
14,605,000
+347,636
+2% +$47.9M
MSFT icon
3
Microsoft
MSFT
$2.84T
$1.72B 4.91%
4,086,434
-6,523
-0.2% -$2.78M
UBS icon
4
UBS Group
UBS
$170B
$1.57B 4.48%
51,379,092
-5,970,432
-10% -$189M
AMZN icon
5
Amazon
AMZN
$2.5T
$1.28B 3.63%
5,812,458
+184,902
+3% +$37.8M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$770M 2.19%
4,065,357
-320,264
-7% -$56M
ALC icon
7
Alcon
ALC
$33.1B
$758M 2.16%
8,930,870
+306,705
+4% +$27.7M
AVGO icon
8
Broadcom
AVGO
$1.82T
$711M 2.03%
3,068,303
-1,009
-0% -$187K
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$619M 1.76%
1,057,124
+72,452
+7% +$42.5M
TSLA icon
10
Tesla
TSLA
$1.24T
$599M 1.71%
1,483,544
+252,263
+20% +$81.2M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.9T
$481M 1.37%
2,524,401
+368,799
+17% +$65.1M
JPM icon
12
JPMorgan Chase
JPM
$939B
$418M 1.19%
1,743,468
+391,455
+29% +$91.2M
LLY icon
13
Eli Lilly
LLY
$1.07T
$398M 1.13%
515,420
+6,221
+1% +$5.15M
V icon
14
Visa
V
$677B
$356M 1.01%
1,124,986
+63,504
+6% +$19.1M
PG icon
15
Procter & Gamble
PG
$343B
$304M 0.87%
1,815,243
+272,461
+18% +$46.4M
UNH icon
16
UnitedHealth
UNH
$382B
$302M 0.86%
597,194
-28,217
-5% -$16M
MA icon
17
Mastercard
MA
$477B
$269M 0.77%
511,563
+80,864
+19% +$41.9M
CRM icon
18
Salesforce
CRM
$134B
$237M 0.67%
708,260
+153,380
+28% +$48.9M
XOM icon
19
ExxonMobil
XOM
$651B
$234M 0.67%
2,177,366
+37,511
+2% +$4.39M
LOGI icon
20
Logitech
LOGI
$15.2B
$215M 0.61%
2,598,068
+146,338
+6% +$12.1M
JNJ icon
21
Johnson & Johnson
JNJ
$635B
$189M 0.54%
1,306,135
+57,607
+5% +$8.93M
HD icon
22
Home Depot
HD
$332B
$185M 0.53%
476,467
-21,906
-4% -$8.95M
WMT icon
23
Walmart Inc
WMT
$871B
$181M 0.51%
2,000,387
+99,537
+5% +$8.64M
ACN icon
24
Accenture
ACN
$89.9B
$180M 0.51%
512,007
-23,653
-4% -$8.51M
SPGI icon
25
S&P Global
SPGI
$126B
$173M 0.49%
348,221
+23,903
+7% +$12.1M
1
2 3 4 5

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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.