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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
NBIX icon
401
Neurocrine Biosciences
NBIX
$16.8B
$12.7M 0.04%
114,765
+53,505
+87% +$6.78M
SWKS icon
402
Skyworks Solutions
SWKS
$10.4B
$12.5M 0.04%
193,265
+107,006
+124% +$8.15M
ATO icon
403
Atmos Energy
ATO
$28.4B
$12.4M 0.04%
80,441
+4,504
+6% +$657K
PPG icon
404
PPG Industries
PPG
$25.7B
$12.4M 0.04%
113,611
+18,564
+20% +$2.14M
PAYC icon
405
Paycom
PAYC
$9.62B
$12.3M 0.04%
56,412
+1,483
+3% +$313K
XEL icon
406
Xcel Energy
XEL
$48B
$12.3M 0.04%
174,048
-15,880
-8% -$1.08M
HEI.A icon
407
HEICO Corp Class A
HEI.A
$37B
$12.3M 0.04%
58,375
+5,441
+10% +$1.05M
WAT icon
408
Waters Corp
WAT
$40.4B
$12.3M 0.04%
33,396
+1,747
+6% +$676K
CCJ icon
409
Cameco
CCJ
$42.4B
$12.3M 0.04%
298,147
+33,804
+13% +$1.59M
ROK icon
410
Rockwell Automation
ROK
$48.3B
$12.2M 0.04%
47,359
-4,053
-8% -$1.13M
YUMC icon
411
Yum China
YUMC
$16.5B
$12.1M 0.03%
232,896
-1,667
-0.7% -$80K
CNH
412
CNH Industrial
CNH
$16.9B
$12.1M 0.03%
1,004,731
+613,176
+157% +$7.69M
SUI icon
413
Sun Communities
SUI
$14.4B
$12.1M 0.03%
93,677
-4,154
-4% -$531K
FITB
414
Fifth Third Bancorp
FITB
$51.8B
$12M 0.03%
306,342
+2,781
+0.9% +$117K
HUBB icon
415
Hubbell
HUBB
$26.7B
$11.8M 0.03%
35,666
-183,335
-84% -$71M
BXP icon
416
Boston Properties
BXP
$10.8B
$11.7M 0.03%
173,811
+5,285
+3% +$371K
NSC icon
417
Norfolk Southern
NSC
$75B
$11.6M 0.03%
48,960
+3,932
+9% +$958K
MAR icon
418
Marriott International
MAR
$90.9B
$11.5M 0.03%
48,487
+603
+1% +$164K
CHD icon
419
Church & Dwight Co
CHD
$24.5B
$11.5M 0.03%
104,878
+5,804
+6% +$621K
KHC icon
420
Kraft Heinz
KHC
$29.6B
$11.5M 0.03%
378,374
+16,280
+4% +$487K
ZBH icon
421
Zimmer Biomet
ZBH
$18.7B
$11.5M 0.03%
101,648
+8,070
+9% +$863K
DVN icon
422
Devon Energy
DVN
$49.9B
$11.5M 0.03%
306,989
+89,553
+41% +$3.18M
NUE icon
423
Nucor
NUE
$62.5B
$11.5M 0.03%
95,402
-384
-0.4% -$49.5K
EFX icon
424
Equifax
EFX
$21.3B
$11.5M 0.03%
47,071
+82
+0.2% +$20.6K
ZM icon
425
Zoom
ZM
$31.4B
$11.4M 0.03%
153,984
+16,790
+12% +$1.34M
15 16
17
18 19

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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.