We are live on ! Find out more
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
MWA icon
326
Mueller Water Products
MWA
$4.07B
$17.9M 0.05%
702,288
+4,670
+0.7% +$117K
FIS icon
327
Fidelity National Information Services
FIS
$21.9B
$17.7M 0.05%
237,069
-214,787
-48% -$16.1M
YUM icon
328
Yum! Brands
YUM
$39.7B
$17.2M 0.05%
109,617
+11,459
+12% +$1.65M
LULU icon
329
lululemon athletica
LULU
$14.5B
$17.2M 0.05%
60,682
+659
+1% +$242K
WTS icon
330
Watts Water Technologies
WTS
$12.8B
$17.1M 0.05%
83,861
+1,636
+2% +$343K
STZ icon
331
Constellation Brands
STZ
$22.8B
$17M 0.05%
92,508
+12,816
+16% +$2.33M
JBHT icon
332
JB Hunt Transport Services
JBHT
$25B
$16.9M 0.05%
114,118
+71,175
+166% +$11.7M
HEI icon
333
HEICO Corp
HEI
$50.9B
$16.9M 0.05%
63,146
-4,949
-7% -$1.21M
GRMN
334
Garmin
GRMN
$60.4B
$16.8M 0.05%
77,465
-24,960
-24% -$5.4M
BDX icon
335
Becton Dickinson
BDX
$48.9B
$16.8M 0.05%
73,286
-3,830
-5% -$889K
IRM icon
336
Iron Mountain
IRM
$36.2B
$16.8M 0.05%
194,795
+10,382
+6% +$1M
COIN icon
337
Coinbase
COIN
$39.2B
$16.7M 0.05%
97,151
+13,146
+16% +$3.18M
TRP icon
338
TC Energy
TRP
$66B
$16.6M 0.05%
352,092
+21,763
+7% +$1.01M
TWLO icon
339
Twilio
TWLO
$38B
$16.6M 0.05%
169,759
+2,583
+2% +$306K
AKAM icon
340
Akamai
AKAM
$16.9B
$16.6M 0.05%
206,238
+1,245
+0.6% +$112K
OXY icon
341
Occidental Petroleum
OXY
$58.6B
$16.6M 0.05%
336,119
-4,485
-1% -$219K
DXCM icon
342
DexCom
DXCM
$33.1B
$16.2M 0.05%
237,859
+39,211
+20% +$3.2M
OKTA icon
343
Okta
OKTA
$26.2B
$16.2M 0.05%
154,257
+1,747
+1% +$171K
IQV icon
344
IQVIA
IQV
$39.8B
$16.2M 0.05%
91,955
+7,382
+9% +$1.43M
IR icon
345
Ingersoll Rand
IR
$33.6B
$16.2M 0.05%
202,557
+10,406
+5% +$907K
BBY icon
346
Best Buy
BBY
$17.4B
$16.2M 0.05%
219,989
-32,775
-13% -$2.7M
ACGL icon
347
Arch Capital
ACGL
$33.5B
$16.1M 0.05%
167,609
+3,428
+2% +$316K
CTRA
348
DELISTED
Coterra Energy
CTRA
$15.9M 0.05%
551,323
-282,447
-34% -$7.88M
GD icon
349
General Dynamics
GD
$107B
$15.9M 0.05%
58,251
+1,195
+2% +$311K
BMI icon
350
Badger Meter
BMI
$3.95B
$15.9M 0.05%
83,370
-8,601
-9% -$1.79M
12 13
14
15 16

Similar funds

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

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.