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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
-2.54%
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
$34.8B
AUM Growth
-$269M
Cap. Flow
+$1.37B
Cap. Flow %
3.92%
Top 10 Hldgs %
31.64%
Holding
2,717
New
60
Increased
1,190
Reduced
635
Closed
91

Top Buys

Rank Stock Value
1
UBS icon
UBS Group
UBS
+$140M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$116M
3
DIS icon
Walt Disney
DIS
+$95.4M
4
ADBE icon
Adobe
ADBE
+$90.7M
5
AMZN icon
Amazon
AMZN
+$85.4M

Top Sells

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$71M
2
MU icon
Micron Technology
MU
+$38.4M
3
ALC icon
Alcon
ALC
+$37.4M
4
URI icon
United Rentals
URI
+$32.1M
5
CDNS icon
Cadence Design Systems
CDNS
+$31.6M

Sector Composition

Rank Sector Weight
1 Technology 27.85%
2 Financials 18.08%
3 Healthcare 12.65%
4 Consumer Discretionary 9.52%
5 Industrials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYF icon
226
Synchrony
SYF
$25.4B
$27.1M 0.08%
512,576
+66,543
+15% +$4.12M
BR icon
227
Broadridge
BR
$19.8B
$27.1M 0.08%
111,877
+16,339
+17% +$3.85M
SNA icon
228
Snap-on
SNA
$21.3B
$27.1M 0.08%
80,336
+13,844
+21% +$4.7M
EMR icon
229
Emerson Electric
EMR
$88.5B
$27M 0.08%
245,888
-15,587
-6% -$1.88M
KMI icon
230
Kinder Morgan
KMI
$69.9B
$26.8M 0.08%
938,888
+7,828
+0.8% +$217K
KIM icon
231
Kimco Realty
KIM
$16.2B
$26.8M 0.08%
1,259,781
+648,021
+106% +$14.1M
TTWO icon
232
Take-Two Interactive
TTWO
$47.4B
$26.7M 0.08%
129,012
+10,022
+8% +$2M
SLB icon
233
SLB Ltd
SLB
$78.9B
$26.5M 0.08%
634,796
-25,655
-4% -$1.05M
AVY icon
234
Avery Dennison
AVY
$13.5B
$26.3M 0.08%
147,829
+24,469
+20% +$4.5M
RJF icon
235
Raymond James Financial
RJF
$34.5B
$26.3M 0.08%
189,186
+123,860
+190% +$19.2M
NXPI icon
236
NXP Semiconductors
NXPI
$58.9B
$26.1M 0.08%
137,564
-4,831
-3% -$1.03M
COR icon
237
Cencora
COR
$62B
$26.1M 0.07%
93,858
+2,937
+3% +$738K
MAA icon
238
Mid-America Apartment Communities
MAA
$15.4B
$26M 0.07%
155,194
+7,712
+5% +$1.22M
ORLY icon
239
O'Reilly Automotive
ORLY
$75.3B
$26M 0.07%
272,115
+96,420
+55% +$8.39M
IT icon
240
Gartner
IT
$12.2B
$25.9M 0.07%
61,771
+7,010
+13% +$3.45M
DASH icon
241
DoorDash
DASH
$90.9B
$25.8M 0.07%
141,222
+60,225
+74% +$11.3M
AVB icon
242
AvalonBay Communities
AVB
$26.3B
$25.7M 0.07%
119,910
+1,202
+1% +$261K
BIIB icon
243
Biogen
BIIB
$30.6B
$25.7M 0.07%
187,803
+43,651
+30% +$6.24M
SLF icon
244
Sun Life Financial
SLF
$45.8B
$25.4M 0.07%
444,409
+42,558
+11% +$2.43M
EXR icon
245
Extra Space Storage
EXR
$31B
$25.3M 0.07%
170,241
+1,903
+1% +$289K
CNQ icon
246
Canadian Natural Resources
CNQ
$97.4B
$25.2M 0.07%
819,352
+46,977
+6% +$1.42M
APO icon
247
Apollo Global Management
APO
$76B
$25.1M 0.07%
183,384
+24,213
+15% +$3.72M
FDX icon
248
FedEx
FDX
$76.9B
$25.1M 0.07%
102,799
+2,108
+2% +$546K
FTV icon
249
Fortive
FTV
$18.6B
$24.9M 0.07%
452,040
+8,511
+2% +$500K
XYL icon
250
Xylem
XYL
$28.3B
$24.8M 0.07%
208,004
-127,178
-38% -$15.8M
8 9
10
11 12

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Zurich Cantonal Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Zurich Cantonal Bank held 2,717 positions worth $34.8B, down 0.77% from $35.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Zurich Cantonal Bank deployed $1.37B of net new capital in Q1 2025, opening 60 new positions and adding to 1,190 existing holdings. Its largest new stake was Sandisk: 28,616 shares worth $1.36M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 30% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Hubbell, an estimated $71M trimmed.

  • Zurich Cantonal Bank's largest Q1 2025 buy was Sandisk: 28,616 shares worth $1.36M.
  • Zurich Cantonal Bank added most to UBS Group in Q1 2025, an estimated $140M increase.
  • Zurich Cantonal Bank's biggest Q1 2025 reduction was Hubbell, cutting an estimated $71M.
  • Zurich Cantonal Bank fully exited Zebra Technologies in Q1 2025, selling an estimated $4.55M.
  • Zurich Cantonal Bank's ten largest holdings make up 32% of its $34.8B portfolio in Q1 2025.
  • Zurich Cantonal Bank opened 60 new positions and closed 91 in Q1 2025.
  • Zurich Cantonal Bank's portfolio value fell 0.77% quarter-over-quarter to $34.8B.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.