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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
ILMN icon
351
Illumina
ILMN
$29B
$15.8M 0.05%
199,176
+9,252
+5% +$1M
LKQ icon
352
LKQ Corp
LKQ
$6.22B
$15.8M 0.05%
370,619
+38,178
+11% +$1.51M
MAS icon
353
Masco
MAS
$14.7B
$15.7M 0.05%
226,354
-75,751
-25% -$5.67M
VMI icon
354
Valmont Industries
VMI
$9.5B
$15.7M 0.05%
54,921
+8,677
+19% +$2.83M
FCX icon
355
Freeport-McMoran
FCX
$98.7B
$15.7M 0.04%
413,408
+21,201
+5% +$811K
NU icon
356
Nu Holdings
NU
$67B
$15.6M 0.04%
1,526,410
+93,205
+7% +$1.1M
NRG icon
357
NRG Energy
NRG
$25B
$15.6M 0.04%
163,393
+64,241
+65% +$6.5M
ALNY icon
358
Alnylam Pharmaceuticals
ALNY
$29B
$15.4M 0.04%
57,119
+2,713
+5% +$697K
FAST icon
359
Fastenal
FAST
$59.8B
$15.4M 0.04%
397,388
-4,114
-1% -$154K
EQT icon
360
EQT Corp
EQT
$33.8B
$15.3M 0.04%
286,613
+18,117
+7% +$925K
MTZ icon
361
MasTec
MTZ
$21.5B
$15.3M 0.04%
131,066
+10,937
+9% +$1.48M
CNC icon
362
Centene
CNC
$32.9B
$15.1M 0.04%
249,135
-11,340
-4% -$685K
MRVL icon
363
Marvell Technology
MRVL
$187B
$15M 0.04%
243,890
+50,501
+26% +$4.9M
ARE icon
364
Alexandria Real Estate Equities
ARE
$8.32B
$14.8M 0.04%
160,251
-10,355
-6% -$1.01M
AEP icon
365
American Electric Power
AEP
$66.9B
$14.8M 0.04%
135,343
+6,408
+5% +$649K
BMRN icon
366
BioMarin Pharmaceuticals
BMRN
$13.3B
$14.7M 0.04%
208,455
+9,699
+5% +$653K
CHKP icon
367
Check Point Software Technologies
CHKP
$13.4B
$14.6M 0.04%
64,048
+6,593
+11% +$1.4M
ANSS
368
DELISTED
Ansys
ANSS
$14.6M 0.04%
46,082
+3,186
+7% +$1.07M
AER icon
369
AerCap
AER
$23.5B
$14.5M 0.04%
142,299
+2,419
+2% +$239K
HUM icon
370
Humana
HUM
$46.3B
$14.4M 0.04%
54,488
+750
+1% +$203K
OTIS icon
371
Otis Worldwide
OTIS
$27.7B
$14.4M 0.04%
139,676
-5,888
-4% -$575K
UTHR icon
372
United Therapeutics
UTHR
$22.7B
$14.4M 0.04%
46,746
+14,282
+44% +$4.89M
INVH icon
373
Invitation Homes
INVH
$17.8B
$14.4M 0.04%
413,329
-28,856
-7% -$932K
GWW icon
374
W.W. Grainger
GWW
$61.1B
$14.3M 0.04%
14,501
-11,214
-44% -$11.6M
MSTR icon
375
Strategy Inc
MSTR
$37.4B
$14.3M 0.04%
49,682
+10,963
+28% +$3.48M
13 14
15
16 17

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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.