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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
VLTO icon
301
Veralto
VLTO
$23.7B
$20.1M 0.06%
205,864
-206,167
-50% -$20.6M
PEG icon
302
Public Service Enterprise Group
PEG
$37.2B
$19.9M 0.06%
241,791
+38,921
+19% +$3.25M
KEYS icon
303
Keysight
KEYS
$57.3B
$19.9M 0.06%
132,669
+101,360
+324% +$16.7M
SNOW icon
304
Snowflake
SNOW
$116B
$19.7M 0.06%
134,522
+46,556
+53% +$7.9M
ABNB icon
305
Airbnb
ABNB
$111B
$19.6M 0.06%
164,257
+70,480
+75% +$9.44M
REG icon
306
Regency Centers
REG
$13.9B
$19.4M 0.06%
263,469
-103,769
-28% -$7.55M
WAB icon
307
Wabtec
WAB
$49.7B
$19.4M 0.06%
106,784
-9,702
-8% -$1.86M
MSI icon
308
Motorola Solutions
MSI
$76.5B
$19.3M 0.06%
44,058
+3,464
+9% +$1.55M
CVS icon
309
CVS Health
CVS
$122B
$19.2M 0.06%
283,672
-34,417
-11% -$2.06M
DOCU
310
DocuSign
DOCU
$11.4B
$19.2M 0.06%
235,983
+45,625
+24% +$4M
RMD icon
311
ResMed
RMD
$31.9B
$19.2M 0.06%
85,646
+19,170
+29% +$4.48M
NTNX icon
312
Nutanix
NTNX
$17.4B
$19.2M 0.06%
274,534
+34,874
+15% +$2.41M
ALGN icon
313
Align Technology
ALGN
$12.5B
$19.2M 0.06%
120,635
+91,654
+316% +$18M
SRE icon
314
Sempra
SRE
$55.1B
$19.2M 0.06%
268,485
+2,893
+1% +$225K
DHI icon
315
D.R. Horton
DHI
$41B
$19.1M 0.05%
150,533
-175,310
-54% -$23.5M
HUBS icon
316
HubSpot
HUBS
$10.8B
$19M 0.05%
33,182
+4,638
+16% +$3.25M
FOX icon
317
Fox Class B
FOX
$23.6B
$18.9M 0.05%
359,032
-55,410
-13% -$2.75M
ZS icon
318
Zscaler
ZS
$28.6B
$18.8M 0.05%
94,891
+7,302
+8% +$1.46M
STLA icon
319
Stellantis
STLA
$21B
$18.8M 0.05%
1,696,711
-50,896
-3% -$654K
CVE icon
320
Cenovus Energy
CVE
$54.5B
$18.8M 0.05%
1,352,859
-87,378
-6% -$1.26M
AJG icon
321
Arthur J. Gallagher & Co
AJG
$64.7B
$18.7M 0.05%
54,118
+6,882
+15% +$2.17M
GGG icon
322
Graco
GGG
$13.5B
$18.7M 0.05%
223,569
+154,853
+225% +$13.1M
EW icon
323
Edwards Lifesciences
EW
$53B
$18.4M 0.05%
254,164
-253,605
-50% -$18.2M
ES icon
324
Eversource Energy
ES
$26.8B
$18.3M 0.05%
294,747
-68,403
-19% -$4.08M
ESS icon
325
Essex Property Trust
ESS
$18.2B
$17.9M 0.05%
58,314
+6,571
+13% +$1.92M
11 12
13
14 15

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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.