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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
HOUS
2576
DELISTED
Anywhere Real Estate
HOUS
– –
-24,722
Closed -$81.6K
HVT icon
2577
Haverty Furniture Companies
HVT
$451M
– –
-5,545
Closed -$123K
IEO icon
2578
iShares US Oil & Gas Exploration & Production ETF
IEO
$573M
– –
-692
Closed -$61.1K
IMCR icon
2579
Immunocore
IMCR
$1.73B
– –
-201
Closed -$5.93K
INTR icon
2580
Inter&Co
INTR
$2.36B
– –
-122,697
Closed -$518K
ITOS
2581
DELISTED
iTeos Therapeutics
ITOS
– –
-2,574
Closed -$19.8K
ITRG
2582
Integra Resources
ITRG
$535M
– –
-413
Closed -$356
KALV
2583
DELISTED
KalVista Pharmaceuticals
KALV
– –
-1,164
Closed -$9.86K
KROS icon
2584
Keros Therapeutics
KROS
$212M
– –
-7,449
Closed -$118K
LAND
2585
Gladstone Land Corp
LAND
$351M
– –
-5,666
Closed -$61.5K
LESL icon
2586
Leslie's
LESL
$10.4M
– –
-2,744
Closed -$122K
LPSN icon
2587
LivePerson
LPSN
$31.2M
– –
-11
Closed -$243
MASS icon
2588
908 Devices
MASS
$361M
– –
-258
Closed -$568
MGNX icon
2589
MacroGenics
MGNX
$259M
– –
-1,707
Closed -$5.55K
MOV icon
2590
Movado Group
MOV
$817M
– –
-4,535
Closed -$89.2K
MYE icon
2591
Myers Industries
MYE
$1.25B
– –
-4,748
Closed -$52.4K
NMRA icon
2592
Neumora Therapeutics
NMRA
$300M
– –
-27,008
Closed -$286K
NNDM
2593
Nano Dimension
NNDM
$343M
– –
-84,734
Closed -$210K
NRC icon
2594
NRC Health Common Stock
NRC
$462M
– –
-3,179
Closed -$56.1K
OABI icon
2595
OmniAb
OABI
$493M
– –
-21,053
Closed -$74.5K
OLMA icon
2596
Olema Pharmaceuticals
OLMA
$1.04B
– –
-9,282
Closed -$54.1K
QTUM icon
2597
Defiance Quantum ETF
QTUM
$5.58B
– –
-1,078
Closed -$88.5K
QTRX icon
2598
Quanterix
QTRX
$114M
– –
-6,260
Closed -$66.5K
RAPT
2599
DELISTED
RAPT Therapeutics
RAPT
– –
-16
Closed -$198
RMR icon
2600
The RMR Group
RMR
$335M
– –
-8,644
Closed -$178K
102 103
104
105 106

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TI
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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.