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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
KDP icon
276
Keurig Dr Pepper
KDP
$39.9B
$22.2M 0.06%
648,177
+69,141
+12% +$2.25M
RF icon
277
Regions Financial
RF
$26.8B
$22.2M 0.06%
1,019,450
-49,547
-5% -$1.15M
WSM icon
278
Williams-Sonoma
WSM
$29.5B
$22.1M 0.06%
139,935
-2,950
-2% -$570K
HPE icon
279
Hewlett Packard
HPE
$72.4B
$22M 0.06%
1,424,833
-413,953
-23% -$8.24M
PCG icon
280
PG&E
PCG
$37.5B
$21.8M 0.06%
1,266,047
+112,273
+10% +$1.86M
BKR icon
281
Baker Hughes
BKR
$63.6B
$21.7M 0.06%
494,527
+13,676
+3% +$610K
SO icon
282
Southern Company
SO
$105B
$21.5M 0.06%
233,620
+10,600
+5% +$918K
AMP icon
283
Ameriprise Financial
AMP
$49.2B
$21.4M 0.06%
44,283
-27,904
-39% -$14.6M
TEAM icon
284
Atlassian
TEAM
$38.5B
$21.1M 0.06%
99,261
+3,987
+4% +$1.05M
NTAP icon
285
NetApp
NTAP
$39B
$21M 0.06%
239,248
+42,522
+22% +$4.7M
FERG icon
286
Ferguson
FERG
$51.2B
$21M 0.06%
130,972
+7,019
+6% +$1.22M
EQR icon
287
Equity Residential
EQR
$24.7B
$21M 0.06%
292,707
-191,046
-39% -$13.5M
KLAC icon
288
KLA
KLAC
$252B
$20.9M 0.06%
306,780
-22,380
-7% -$1.61M
TGT icon
289
Target
TGT
$69B
$20.8M 0.06%
199,502
+4,878
+3% +$610K
KR icon
290
Kroger
KR
$34.6B
$20.8M 0.06%
307,478
+17,385
+6% +$1.1M
HOLX
291
DELISTED
Hologic
HOLX
$20.8M 0.06%
336,236
-28,540
-8% -$1.89M
EME icon
292
Emcor
EME
$35.7B
$20.8M 0.06%
56,183
+5,568
+11% +$2.41M
AME icon
293
Ametek
AME
$58B
$20.6M 0.06%
119,783
+30,885
+35% +$5.61M
RSG icon
294
Republic Services
RSG
$65.7B
$20.5M 0.06%
84,778
-6,492
-7% -$1.46M
FFIV icon
295
F5
FFIV
$23.2B
$20.4M 0.06%
76,764
-2,625
-3% -$734K
JCI icon
296
Johnson Controls International
JCI
$91.3B
$20.4M 0.06%
254,554
-944
-0.4% -$77.6K
CAH icon
297
Cardinal Health
CAH
$55.5B
$20.2M 0.06%
146,744
+16,209
+12% +$2.07M
INCY icon
298
Incyte
INCY
$24.6B
$20.2M 0.06%
333,350
+6,078
+2% +$424K
WPM icon
299
Wheaton Precious Metals
WPM
$60.6B
$20.1M 0.06%
259,449
+62,540
+32% +$4.17M
DELL icon
300
Dell
DELL
$296B
$20.1M 0.06%
220,373
+28,125
+15% +$2.98M
10 11
12
13 14

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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.