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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
HOOD icon
376
Robinhood
HOOD
$85B
$14.3M 0.04%
343,749
+76,841
+29% +$3.65M
XYZ
377
Block Inc
XYZ
$47.5B
$14.3M 0.04%
263,275
+40,465
+18% +$3.02M
LHX icon
378
L3Harris
LHX
$54B
$14.2M 0.04%
68,048
+8,340
+14% +$1.75M
VRSK icon
379
Verisk Analytics
VRSK
$23.6B
$14.2M 0.04%
47,657
-170
-0.4% -$49K
FBIN icon
380
Fortune Brands Innovations
FBIN
$5.73B
$14.2M 0.04%
232,943
-9,167
-4% -$616K
FNV icon
381
Franco-Nevada
FNV
$46.5B
$14.2M 0.04%
90,021
-2,429
-3% -$340K
DD icon
382
DuPont de Nemours
DD
$19.1B
$14.1M 0.04%
150,332
-72,387
-33% -$7.06M
GEHC icon
383
GE HealthCare
GEHC
$32.9B
$14M 0.04%
173,361
+6,271
+4% +$539K
ETR icon
384
Entergy
ETR
$49.3B
$13.9M 0.04%
162,626
+45,219
+39% +$3.72M
AZO icon
385
AutoZone
AZO
$50.1B
$13.7M 0.04%
3,606
-76
-2% -$262K
APP icon
386
Applovin
APP
$113B
$13.7M 0.04%
51,806
+7,197
+16% +$2.48M
UDR icon
387
UDR
UDR
$12.1B
$13.7M 0.04%
303,060
+3,709
+1% +$159K
FER icon
388
Ferrovial N.V. Ordinary Shares
FER
$47.2B
$13.7M 0.04%
310,277
+29,921
+11% +$1.29M
ITRI icon
389
Itron
ITRI
$4.49B
$13.5M 0.04%
129,255
-35,098
-21% -$3.68M
IDXX icon
390
Idexx Laboratories
IDXX
$46.9B
$13.5M 0.04%
32,175
+309
+1% +$134K
DRI icon
391
Darden Restaurants
DRI
$24.9B
$13.4M 0.04%
64,620
+1,606
+3% +$310K
AMH icon
392
American Homes 4 Rent
AMH
$12.3B
$13.4M 0.04%
355,071
-264,997
-43% -$9.47M
TAP icon
393
Molson Coors Class B
TAP
$7.93B
$13.4M 0.04%
219,791
-45,629
-17% -$2.63M
CSGP icon
394
CoStar Group
CSGP
$12.8B
$13.1M 0.04%
165,373
-14,767
-8% -$1.12M
JNPR
395
DELISTED
Juniper Networks
JNPR
$13M 0.04%
359,057
+42,500
+13% +$1.56M
KGC icon
396
Kinross Gold
KGC
$32.5B
$13M 0.04%
1,028,811
+37,822
+4% +$424K
DOC icon
397
Healthpeak Properties
DOC
$14.4B
$13M 0.04%
640,902
+19,977
+3% +$404K
TRI icon
398
Thomson Reuters
TRI
$45.2B
$12.9M 0.04%
73,747
-12,666
-15% -$2.19M
DOV icon
399
Dover
DOV
$28.3B
$12.7M 0.04%
72,466
– –
LNG icon
400
Cheniere Energy
LNG
$54.9B
$12.7M 0.04%
54,907
-3,072
-5% -$692K
14 15
16
17 18

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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.